drones

6 statements across 6 episodes · 1 bullish · 2 bearish · 6 people on the record · first statement May 24, 2022 by Claire Cormier Thielke · across every show →

Everything said about drones, oldest first

May 24, 2022
Assertion Supported
Thielke: DJI produces 70% of the world's drones
“DJI, which makes 70% of the world's drones, ah, they call this area home.”
Claire Cormier Thielke May 24, 2022 ▶ 9:49 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
Jun 7, 2022
Assertion Partly supported
Gracias: Ukraine's supply line drones come from Turkish joint venture, not US
“The drones that are being used to destroy the Russian supply lines are not coming from America. They're coming from a joint venture with the Turks.”
Antonio Gracias Jun 7, 2022 ▶ 54:02 #AIS: Bestie AMA with Valor's Antonio Gracias
Sep 24, 2025 negative
Opinion
Schmidt: $5K drones render $30M military tanks obsolete
“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…”
Eric Schmidt Sep 24, 2025 ▶ 12:23 Eric Schmidt on AI, the Battle with China, and the Future of America
Mar 6, 2026
Assertion Supported
Emil Michael: Drones cause 70% of casualties in Russia-Ukraine war
“70% of the casualties are for drone, but because of drones.”
Emil Michael Mar 6, 2026 ▶ 18:43 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Apr 6, 2026 negative
Insight
Sankar: Firing $2M interceptors at $20K drones is economically unsustainable
“You can't keep shooting two million dollar interceptors at 20,000 dollar drones and have that math work very long.”
Shyam Sankar Apr 6, 2026 ▶ 10:05 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Aug 18, 2026 positive
Assertion Not checkable as stated
Langley: LPR is under 50% of Flock's revenue as drones grow fastest
“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.”
Garrett Langley Aug 18, 2026 ▶ 49:42 Mass Surveillance, Police Misuse, and Who Controls Your Flock Cameras with Flock CEO, Garret Langley
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