DJI
3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement May 24, 2022 by Claire Cormier Thielke · said 11 times in 5 episodes since 2022 · across every show →
Mentions by year
brought up most by Kyle Samani (5), Naval Ravikant (3), Keller Rinaudo Clifton (1), Emil Michael (1), Claire Cormier Thielke (1)
tap a year for its mentions
2026 6 mentions in 2 episodes 3 per episode
2025 4 mentions in 2 episodes 2 per episode
Everything said about DJI, oldest first
May 24, 2022
Feb 15, 2025 negative
Naval: DJI is likely the world's largest defense contractor today
“If you look at it today, probably the largest defense contractor in the world is DJI. They got all the drones. Even in Ukraine, both sides are getting all their drone parts from DJI. Now they're getting it through different supply chains and so on, but Ukraini…”
Apr 6, 2026 negative
Sankar: Early US regulations surrendered the global consumer drone market to China
“There is a counterfactual world where General Atomics had a consumer subsidiary called DJI, and the consumer drone market was entirely owned by the US, and it provided for economic prosperity for America, and wrote us down the price production curve that we co…”