DJI

“Even, I've tweeted about DJI before, but that, that Americans buying a spy network for China is like the most insane thing.”

“We still don't have an American DJI.”

“I think that almost the bigger issue is that people are just, they're just voluntarily saying, yes, please up my, upload my footage to the DJI cloud. And they're actually opting in to send the data. So I don't think that they actually have to steal it.”

“Well, no, no, the original anvil just has just a weight in it, and so it's purely kinetic, and this is the whole story with Polymer figuring out how to shoot down DJI drones, electronic warfare, takeover, and what he realized was that if you just run into it, …”

“They raised seventy five million from Excel and it valued the company at eight billion. So that's less than one percent sold.”

“DJI has a competitor to every single GoPro product, but not reversed.”

“It's basically impossible to build a competitor to DJI in America just through the American supply chain. Even if you assemble it here, your motors, your batteries, everything's going to come to China.”

“In a. Near peer conflict. If drones actually are an important aspect, you know, player in that, we will not be able to compete purely on an output basis. So even if we were to have a better product, say Andrel has a better product than DJI, it just purely on a…”

“I'll go out on a limb to say this is China's next attempt at a DJI TikTok type. Product where, hey, let's basically sell this product in America for way less than it costs. Give it away for free. Try to get a bunch of important, you know, companies using it or…”

“This guy is he's the next Frank Wang.”

“Like if you don't think that senior CCP Intel officials have the ability to just walk into DJI headquarters and be like, give me everything you know about the topography of the United States. Like, you're smoking crack. They probably have access to it right no…”

“They are absolutely taking that playbook and trying to replicate it as broadly as possible.”

“DJI has something like 90% of the global market. Autel is roughly five percent.”

“There was an individual who accidentally gained control of 7000 DJI vacuums.”