DJI

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• bullish endorsement Helen Greiner

  I was very um impressed by with the DJI unit which was there was a kill switch and there was when it went out a distance and I was flying it it was like lost connection coming home

• bullish endorsement Christian Sanz

  we have great partners 3dr and 3dr Phantom DJ DJI they're great products

• neutral fact_claim Iain Thomson

  these are commercial drones not DJI drones so they probably go a little further right that's right they can have larger batteries

• bullish fact_claim Jason Calacanis

  DJI ran the table on drones so harshly that 3D robotics 3dr stopped competing with them went into Enterprise started building enterprise software and now their enterprise software they just announced this past week is compatible with DJI drones

• bearish criticism Adam Bry

  I think there are a lot of reasons to think that's a bad idea yeah to like I think that these things as sort of eyes and ears to see what's happening and maybe keep people out of harm's way is is interesting and pretty compelling but I think there's a lot of reasons to to not put weapons on them I think that's a bad idea

• bullish prediction Adam Bry

  I do think that the most advanced technology in autonomous flight is going to happen in a space like this rather than coming out of a defense conference remember to military which is the opposite of what we experienced with the military GPS and the ARPANET which became bitnet which became the Internet those things went government military to consumer

• neutral fact_claim Adam Bry

  I think one is that the pace of development on products like this is super super rapid and I think part of what's exciting to us is that we and I think in a lot of cases in all the ways we already have and even with current consumer drones that are out there today I think outpace military technology in a lot of ways like this is this has made news it's been controversial that the military is using DJI products which I'm sure makes everybody extremely uncomfortable but the thousand dollar thing y

• bullish assessment Adam Bry

  I think there really is an incredibly exciting opportunity to make these devices kind of sleek digital flying assistants in a way that is different from people's current impressions of drones as much closer to like a friendly bird or something like that

• bullish assessment Adam Bry

  I think that the point of the product is to capture really cool video right and I think that if you you know GoPros GoPro might be struggling now but they've sold tens of millions of those camera for this exact person for exact purpose and if you were just ask people like would you rather have that thing like strapped to your chest and shaking all around yeah or like your own professional film crew that's there with you yeah that's pretty it's literally like a film crew there with you like I thi

• bearish assessment Unattributed

  the other backdrop for this is that GI, the leading Chinese company faces increased pressure in the U S you know, the, there's, there's legislation being considered that would, that would essentially ban them from introducing new products into the U S. I think it's, it's plausible that this was a retaliatory effort by the Chinese government against that, um, you know, and, and we've also gotten big enough now that we're, you know, we're competing with DJI successfully. We're taking market share

• neutral fact_claim Unattributed

  And DJI was the big winning company there.

• neutral fact_claim Unattributed

  And most people are buying drones like I did from a company called DGI. Are they the 800-pound gorilla in the space? They are. Yeah.

• neutral fact_claim Unattributed

  this bill does mean that the federal agencies are prohibited from buying or using drones that are made in countries that are deemed to be threats to the united states this means china this means dji who has according to our notes 73 market share here in the us which is simply astounding number

• bearish criticism David Friedberg

  dgi drones like the tick tock ban is a major issue that we should all be aware of because dgi drones are made in china and they could very easily be sending all the information they've got back and maybe there's like a zero a day exploit you know where all the drones could be controlled or taken over at a certain point

• neutral fact_claim David Friedberg

  drones were a major investment category a major startup category that kind of died down when dgi took over the space and won all the hardware that you know consumers buy

• bearish criticism Brendan Carr

  I'm concerned about that as well. I mean, look, it's very similar to what's going on with with TikTok in the sense that these are very sophisticated platforms. And so I put out a call almost a year ago now, again, asking our national security agencies to give a thumbs up or thumbs down with their final view. I think there's enough there for me to be concerned. You know, they're obviously can collect everything from, you know, facial recognition to body temperatures to high resolution images. Som

• bullish assessment Unattributed

  DJI is printing these things like money. Unbelievable.

• neutral fact_claim Unattributed

  companies like dji which makes 70 percent of the world's drones uh they call this area home