The Ledger
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Bry: Skydio has rapidly declining capital needs unlike AI peers
“We're in the very rare and hard earned position amongst robotics and AI companies of actually having rapidly declining capital needs.”
Bry: Skydio's biggest and fastest-growing business is civilian, not defense
“Our biggest, fastest growing businesses are in the civilian sector. They're not in defense.”
Bry: Within five years, drones will respond to 911 calls nationwide
“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.”
Bry: SF auto theft dropped 42% after launching Skydio drone program
“San Francisco, I think, has seen a 42% reduction in auto theft since they launched their drone program.”
Bry: Chinese government sanctioned Skydio and blocked component suppliers
“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…”
Bry: Expect 'pain and carnage' for recent wave of robotics investments
“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.”
Bry: Skydio drones respond to 911 calls in most major cities
“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.”
Bry: Skydio drones arrive before police 70% to 80% of the time
“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”
Bry: 16 million Americans live within two miles of a Skydio dock
“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”
Adam Bry: Skydio's dock drones operate 24/7 without a human pilot.
“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.”
Adam Bry: US public safety customers launch Skydio drones every 30 seconds.
“So, on average now, in public safety, our customers are flying once every 30 seconds”
Bry: Skydio F10 fixed-wing drone reaches 100 mph and uses robotic arm docking
“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.”
Bry: Skydio operates the largest US drone factory at scale production
“So we're in what I believe is the biggest drone factory in the US that's actually at scale production right now.”
Bry: Skydio raises $110M Series F at $4.4B valuation
“This was a hundred and ten million dollar fundraise, 4.4 billion dollar post-money valuation led by insider investors.”
Bry: Skydio serves 4,000 customers including every US military branch
“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…”
Bry: Skydio generates hundreds of millions annually producing thousands of drones
“It's already, you know, thousands of drones a month, hundreds of millions of dollars a year in, in revenue.”
Bry: Skydio drones can be summoned via Axon body camera button
“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…”
Bry: Site security is Skydio's biggest, fastest growing application
“So site security is our biggest, fastest growing application where they do a combination of responding to incidents.”
Adam Bry: Skydio's R10 tactical drone perches for hours for two-way communication.
“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.”
Bry: Skydio's life preserver payload originated from NYPD request
“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.”