Drones

“The Ukraine war is no longer, you know, a battalion over here shooting at a battalion over there. With these drones, you have this sort of gray kill zone, gray zone, where at most you'd have a couple of soldiers together.”

“They have kept the Russian Navy out of the Black Sea with drones.”

“And for artillery systems as well, if artillery systems try to hide 40 to 50 kilometers away from the front, ah, to shoot, you can still find them with drones and you can attack them with drones.”

“So drones is probably our fastest growing business unit right now. You know, our LPR business is just under 50% kind of our forward looking revenue.”

“Generally factories are really efficient when they are large and centralized and three D printers can be very useful for adapting drones to Various mission sets, but you'd only be, like, the airframe or a payload adapter. What we're trying to solve for is the …”

“So right now we are Flight testing every single drone that we make.”

“And so that, that zone is now like, 30 kilometers wide when it used to be a few kilometers wide.”

“We're not trying to re-industrialize, we're trying to industrialize something that never existed in America, pretty much. Like, electronics and drones specifically just never existed in America”

“Aircraft data is insanely good, and it's very good over broad, big geographies. It just cannot respond as fast, and it cannot get the, like, the unit economics that we can get with drones at a smaller scale.”

“I have some crazy video of the fireworks show at Dodger Stadium before there were regulations around drones. I had one of the first drones and I flew it like through the fireworks and then spectacular footage.”

“And I think drones for food and other grocery are going to start hitting real scale over the next two to five years.”

“So today, cloud heating is done with generators on the ground and generally with aircraft, but there is a big movement right now to switch up that hardware and use drones instead.”

“We will be using drones for our cloud seeding, and there are some waivers that we will need through the FAA, but those we can get”

“You hear a gunshot go off, and the drone finds a shooter getting into a car and driving off, and then pursuing the vehicle. It's kind of almost hard to see that it isn't inevitable.”

“We can't do that with a helicopter today unless you've just kept five helicopters up, 24 seven, and that's just not sustainable. This is the only way to actually achieve that level of safety.”

“Warfare is redefined by drones as platforms, and for the first time in history, you have a platform that is software-defined, ah, that can increase your battlefield capabilities, ah, you know, in, in a step change just overnight. So, it's like, if you were abl…”

“So we lack technology, we lack mass manufacturing capacity, we lack the components, and we lack the rare earth materials. Sort of four layers in which we're behind this challenge.”

“Front strike helicopters, I think we're going to be seeing fewer and fewer of them.”

“You need essentially the same technology to make the rotor spin on a drone as you do to make an arm move on a robot. It's essentially the same base technology and supply chain.”

“I think he's right to say that we need to invest a lot more in drones than in aircraft carriers.”

“I think a default expectation in five years is if there's an emergency, you call nine one, a drone shows up in a few seconds, and that's going to be everywhere in the US, hopefully everywhere in the world.”

“You can't keep shooting two million dollar interceptors at 20,000 dollar drones and have that math work very long.”

“70% of the casualties are for drone, but because of drones.”

“One of the leading problems for enforcement officers is, you've got these pretty incredible, actually, from an engineering perspective, drones that are carrying 10, 20, thirty-pound payloads, flying them over the prison walls. And like, they'll literally dangl…”

“Like, we can zoom, we can read a license plate almost a mile away. Like, crazy specs. Great thermal.”

“Our average drone can cover a 30 square mile radius and get there within under a minute.”

“I think our busiest drone is being flown, you know, 90 hours a week.”

“The other analogy that would be the butterfly effect, which is like when things are much, much cheaper and much, much easier, a historical precedent gets thrown away.”

“A simple example is part of seven now, which I talked about, we also tested, already tested a autonomous delivery through a drone.”

“And now with all the drone warfare you see, it's much cheaper to take out drones with an energy zap Than it is to send a missile at another, at a drone, right? A five million dollar missile at a 50,000 dollar drone or something.”

“I think there's going to be, when you think about drones, not just the small drones, they just get the bigger and bigger drones that really look like long range missiles, if you will, to be innovation there.”

“Guys, we've deployed a 150 drones per month for like the last year.”

“If you have an exquisite system that was hundreds of millions of dollars, and it can be taken out with a thousand dollar drone that changes the economics of war, and it particularly changes the economics of a war of mass.”

“Exactly five drones. They always stay together and they fly either in series or like in a team, depending on what the, Use cases. They'll fly out, get to the fire, hopefully within five minutes or so of detection. And so that should be more than enough payload…”

“China's building, I've heard, sixty million drones per year is not outside of the question of China being able to do, but, ah, and US maybe 50,000 drones in a year. So there's a huge disparity there.”

“I mean, it's going to robot on robot action. So like these new products are so lethal that it's tough for like people to be on the battlefield of the future. So that's where it's headed. It's not like exactly augmenting soldiers, like some people's vision, but…”

“I think they're going to have lots of learnings that are very applicable for everything that's happening with how do we build drones as quickly as possible in a modular way? How do we build missiles in a cheaper way that aren't, you know, million dollar missil…”

“Things like tanks of which we're now building a whole bunch more, even stronger tanks here in America, don't make any sense in a world where a two kilogram payload from a well-armed drone can destroy the tank. It's called the kill ratio, and that drone costs r…”

“And the Iranian regime has production a facility that products drones military drones, attack drones in Venezuela. It's the only country in the region.”

“Killer AI is already here, and it's called drones, and every country is pursuing it, so we don't have to care really about the image generators and chatbots.”

“And in Ukraine, you know, these things with the drones on cables, just crazy thing they're doing there, right? Like, you know, those like big unwindy cable things that you sometimes see on like ships, right? So they have these cables for these one-way drones t…”

“There's a crypto angle to at least three of them, because obviously there's a crypto angle to money, there's a crypto angle to AI in terms of constraints. This crypto angle to the drones, because you're going to want the control plane for the drones to be on c…”

“All of a sudden, drones are the most important thing, and like, all of a sudden, we were like, we don't even, we don't, not just, we don't make the drone, we don't make any of the parts for the drone. Yeah. And they're all made, the only person who makes them …”

“And the drones were actually operating on cellular. They were not operating on Local, like the normal low latency local radios you use for FPVs typically.”

“Defense is inevitably going to move to these highly distributed drone-based systems as a major component of any branch of the military.”

“Yeah, we, at A-X-Z, invested in a few of these companies”

“I always say, like, wherever they're building iPhones, they're gonna have a really good ecosystem for building drones and other kinds of electronics.”

“The vast majority of what's happening in Ukraine is still basically one-to-one. Like you've got these FPV pilots who are expert operators who are flying the thing, or they're flying drones with like, with very limited kinds of, you know, pretty simple mission,…”

“And I think that we are going to see over the next decade Another fundamental change as rather than having these drones animated by an operator on the ground or by like relatively simple algorithms on board, they become animated by really advanced autonomy and…”

“And so when J two looks at that market for us, it's not necessarily a great market to get into now. Because of that question of cost saturation and challenge to compete in when you come, when you look at against Chinese manufacturers”

“China has a really remarkable advantage in scale and manufacturing scale. And the US, like, it's not just the cost of labor, it's the experience, it's the network and it's the kind of like, 25 years of learning that all these firms have been doing to get to th…”

“I would say robotics will be faster. So and probably be able to cover a larger portion of business.”

“Rainmaker is making earth habitable by making it precipitate more, more rain and more snow in air environments. So farms that don't have enough water ecosystems that need to be restored and cities in arid regions that need water. We're making that happen with …”

“No, we've crashed dozens of drones.”

“No, like, super weapon type stuff, but more conventional type of warfare, like drones and things like that, I expect that they'll continue to race and Probably not, maybe not even coordinate on anything like that, but that's just how things would go.”

“So in my opinion, I think over the next five to 10 years, we will see exactly what you're talking about drones to do rapid initial attack. So you see you know, you get an ignition that's detected from a camera or satellite. And drones are pre-positioned can ge…”

“I expect like everybody will have a drone, right? That like goes and picks up like, oh, I want this drink from the grocery store. Like go grab it for me. Everybody has like their little leaf picker. Everybody has like a humanoid robot around the house, or mayb…”

“You had like one drones, yeah, that got flied by one soldier, and then you have the next development will be swarms, and then you will have be attacking swarms and defending swarms”

“Look, drones help us become more efficient and effective, and we can respond faster, save lives, and deescalate situations much quicker. You have a drone that can be overhead and You know, 30 seconds to a minute”

“And so ACS has built this phenomenal product that can take out drones fully autonomously.”