The Ledger, every show

“Buying legacy exquisite systems that cost hundreds of millions of dollars, some cases billions of dollars, there's a trade-off between, like, one or two of something, or, you know, 10,000, or a 100,000, or a million drones, and, you know, if you just look into…”

“We're in the very rare and hard earned position amongst robotics and AI companies of actually having rapidly declining capital needs.”

“Our biggest, fastest growing businesses are in the civilian sector. They're not in defense.”

“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.”

“San Francisco, I think, has seen a 42% reduction in auto theft since they launched their drone program.”

“A year and a half ago, we had the great honor of being sanctioned by the Chinese government, and it was a pretty aggressive action. They announced the sanctions, and then they showed up at the suppliers that we still had in China, shut them down, stop them fro…”

“I think that we are going to see a lot of pain and carnage on the investments and expectations that are being set in this sort of like most recent round of robotics companies, because it's just the physical world does not work the way the software world works.”

“The U.S. Military, I think to their credit, has programs generally pointed in this direction but those programs are operating at the scale of thousands, like single-digit thousands. So we're literally off by, like, three orders of magnitude, I would argue, rel…”

“Had built the system largely informed by the US Army's requirements for what they thought was important for a quadcopter in this space. And electronic warfare was just nowhere on that list.”

“We've had the same experience where, like, sometimes it's taken us two years to push new software into deployed systems.”

“You can have one operator responsible for multiple drones. Five, 1000, and eventually maybe someday thousands. And I think that's a super, super powerful operating paradigm.”

“Skydio drones are in most major cities responding to nine one calls today at sort of small scale, like maybe part of the city, some fraction of the incidents that they're dealing with.”

“I think across our customer base, when people are sending drones, they're getting to the calls roughly like, 70, 80% of the time, they get there first”

“We did the math on this, I think, sixteen million Americans now live within two miles of one of our docking stations for first response, about five percent of the country”

“A system that costs a few thousand dollars can take out a system that costs a few million dollars.”

“The possibility of building very low-cost systems that are very capable and capable of delivering strikes or capable of maintaining surveillance is, is very real, and our adversaries are likely to take advantage of it.”

“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…”

“If you look in the kind of space that we play, which are small, light quadcopters that weigh a few pounds that are kind of soldier-carried the Ukrainians today are using these things at the rate of millions per year, literally millions per year. It's the prima…”

“The new way is the drones live in these network connected charging base stations. We call them docks. And they're just available to fly 24 seven. So these things are flying themselves fully autonomously. There's no person in the loop.”

“So, on average now, in public safety, our customers are flying once every 30 seconds”

“So this is called F-Ten. It's reusing a lot of the same core technology blocks from X-Ten and R-Ten, but it's in a fixed wing form factor that can fly a hundred miles an hour in a couple hours of flight time, and it is launched and caught by a robotic arm.”

“So we're in what I believe is the biggest drone factory in the US that's actually at scale production right now.”

“This was a hundred and ten million dollar fundraise, 4.4 billion dollar post-money valuation led by insider investors.”

“We're right around 4000 customers. These are enterprise government agencies that are using the products. So this is every branch of the Department of War, number of allies around the world, 1200 public safety agencies across the country, almost every State Dep…”

“It's already, you know, thousands of drones a month, hundreds of millions of dollars a year in, in revenue.”

“So, you know, the drone can fly to the location of a body camera, so an officer can just push a button on their body camera. If they're in trouble, they'll summon a drone to get there, and then after it lands, it'll upload the footage to Axon's evidence.com pr…”

“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,…”

“So when you see the drone light shows, they're a hundred percent reliant on GPS. So they're using GPS to figure out where they are and to position themselves precisely. And they're a hundred percent reliant on a, like a comms link between all the drones all th…”

“So site security is our biggest, fastest growing application where they do a combination of responding to incidents.”

“If you have a barricaded suspect or something, you can land this perch for hours and establish two-way communication without ever putting a person in harm's way.”

“One of the most common requests we got from public safety was helping people in the water in trouble. There's a lot of coastline work here so this originally Came up with NYPD, the beaches around New York.”

“Tesla has generated some great alumni, and we have a lot of fantastic folks that have come from floors in the fire of production hell on Model Three”

“So we've delivered thousands of systems to the Army, to the Marines to allies, and we have hundreds of systems now being used every day in Ukraine.”

“The path planning algorithm is actually predicting about four seconds into the future, so it's looking at what you're doing, it's looking at the environment around it. It's reasoning, and then it's using all of these sort of future possibilities to figure out …”

“This is a fully autonomous testing rig. So this is again just running unattended, 24 seven. So it's a bunch of drone propellers that generate 30, 35 miles an hour wind, and then we've got a dock sitting in front of it.”