Scale Production Beats High Margins As China Dominates Drone Output
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Cluster sourcesAndrew Côté@AndercotTECH
The marketing dynamics, investor expectations, pricing models, and hype-cycles in robotics, additive manufacturing, and drone production put USA at a competitive disadvantage Civilian markets are 50x defense markets for these goods and give contact with reality https://x.com/Andercot/status/2074955959366189145/photo/1
Andrew Côté@AndercotTECH
This is exactly how America out-produced its enemies in WW2 Rapidly converting civilian factories from making washing machines and cars to bombs and planes This is also how DJI, Bambu, and Unitree are dominating their respective markets, and why they are natsec concerns https://x.com/Andercot/status/2074955953796153584/photo/1