Drones, Drones and More Drones

In fact, one of the things that we were going to...

I mean, we've been trying to do this episode for a while.

And the original title was going to be like Drones, Drones, Drones, and More Drones.

And I still think it applies today.

So from the VC lens, we see...

If I could put a category of like the most common... product or like service or company idea that I see.

It's drones in one way, shape or form.

It's either making the drones or building a piece for drones or shooting down drones or any of these drones, underwater drones, above surface drones, underground drones now, all over the place.

Could you, maybe Michael, starting with you, could you talk a little bit about...

This industry, just the drone industry in general, is it a bubble? Is it still as hot as it kind of feels? Is there enough demand out there to do that? But then also, why did all of a sudden, it feels like over the last few years, and there's probably a very obvious answer, why did drones all of a sudden become the most important thing that we need in this country and that the rest of the world is still starving for as well?

Yeah, for sure.

Let me comment about so I'm counter UAS.

Let me comment about drones and ask Dan and then ask Dan about counter UAS also.

And then there you go.

OK, yeah, well, we'll chop it up.

And then, Dan, if I'm ignorant, just let me know.

But but basically, I mean, like, you know, we exist as kind of like we know that like proliferative drone warfare is massive, especially for our enemies.

And then we will continue to produce our own as well.

And we will continue to scale up the companies that exist.

And so as a response to that, we exist for for for counter drum to address them at like the biggest question in warfare, the biggest step function of warfare, you know, probably in the order of gunpowder, maybe on the order of like on the lowest end, maybe the action like the idea of like a Mauser action rifle versus like a blunderbuss is is kind of how it is.

There's NASA step function.

Non-state actors can proliferate ridiculous amounts of destruction in a way that they couldn't before.

I think in the American, like going to like kind of more like market or like financials, I don't know how you want to call it.

But in my mind, Dan, let me know what you think about this.

I feel like there are a lot of like drone, there are like COAS companies coming out right now.

In fact, one of the things that we were going to...

I mean, we've been trying to do this episode for a while.

And the original title was going to be like Drones, Drones, Drones, and More Drones.

And I still think it applies today.

So from the VC lens, we see...

If I could put a category of like the most common... product or like service or company idea that I see.

It's drones in one way, shape or form.

It's either making the drones or building a piece for drones or shooting down drones or any of these drones, underwater drones, above surface drones, underground drones now, all over the place.

Could you, maybe Michael, starting with you, could you talk a little bit about...

This industry, just the drone industry in general, is it a bubble? Is it still as hot as it kind of feels? Is there enough demand out there to do that? But then also, why did all of a sudden, it feels like over the last few years, and there's probably a very obvious answer, why did drones all of a sudden become the most important thing that we need in this country and that the rest of the world is still starving for as well?

Yeah, for sure.

Let me comment about so I'm counter UAS.

Let me comment about drones and ask Dan and then ask Dan about counter UAS also.

And then there you go.

OK, yeah, well, we'll chop it up.

And then, Dan, if I'm ignorant, just let me know.

But but basically, I mean, like, you know, we exist as kind of like we know that like proliferative drone warfare is massive, especially for our enemies.

And then we will continue to produce our own as well.

And we will continue to scale up the companies that exist.

And so as a response to that, we exist for for for counter drum to address them at like the biggest question in warfare, the biggest step function of warfare, you know, probably in the order of gunpowder, maybe on the order of like on the lowest end, maybe the action like the idea of like a Mauser action rifle versus like a blunderbuss is is kind of how it is.

There's NASA step function.

Non-state actors can proliferate ridiculous amounts of destruction in a way that they couldn't before.

I think in the American, like going to like kind of more like market or like financials, I don't know how you want to call it.

But in my mind, Dan, let me know what you think about this.

I feel like there are a lot of like drone, there are like COAS companies coming out right now.