Matt Grimm

I think really what it takes is full-scale production, massive-scale production of robot planes, robot subs, more drones, more missiles, more everything. And we've got a lot of building, a lot of investment to make there. But I think that's really what it's going to take. And then really just continued operational excellence and continued delivery.

It's very Joe Rogan of you. Robo dogs color me skeptical. Robot on robot warfare I think is pretty likely. I think we're kind of already seeing it.

It's very Joe Rogan of you. Robo dogs color me skeptical. Robot on robot warfare I think is pretty likely. I think we're kind of already seeing it.

It's very Joe Rogan of you. Robo dogs color me skeptical. Robot on robot warfare I think is pretty likely. I think we're kind of already seeing it.

If that's how you think the future of warfare will play out, then no, it's not a fair fight. I don't think that's how the future of warfare is going to play out. How does the future of warfare play out? We're seeing this in the conflict in Azerbaijan in 2020. I think we're seeing it play out in Ukraine right now.

If that's how you think the future of warfare will play out, then no, it's not a fair fight. I don't think that's how the future of warfare is going to play out. How does the future of warfare play out? We're seeing this in the conflict in Azerbaijan in 2020. I think we're seeing it play out in Ukraine right now.

If that's how you think the future of warfare will play out, then no, it's not a fair fight. I don't think that's how the future of warfare is going to play out. How does the future of warfare play out? We're seeing this in the conflict in Azerbaijan in 2020. I think we're seeing it play out in Ukraine right now.

And I think we're seeing it play out with Iranian missiles that they're lobbing at Israel from Western Iran. The way it's playing out right now, you think about it as like, as like a kind of an indigenous kind of like local tribal kind of warfare. That's not what it is. What it is, is that these countries, these adversaries can make these drones in massive quantities for incredibly cheaply.

And I think we're seeing it play out with Iranian missiles that they're lobbing at Israel from Western Iran. The way it's playing out right now, you think about it as like, as like a kind of an indigenous kind of like local tribal kind of warfare. That's not what it is. What it is, is that these countries, these adversaries can make these drones in massive quantities for incredibly cheaply.

And I think we're seeing it play out with Iranian missiles that they're lobbing at Israel from Western Iran. The way it's playing out right now, you think about it as like, as like a kind of an indigenous kind of like local tribal kind of warfare. That's not what it is. What it is, is that these countries, these adversaries can make these drones in massive quantities for incredibly cheaply.

Iranian Shahed missile, one of the missiles they mostly use.

Iranian Shahed missile, one of the missiles they mostly use.

Iranian Shahed missile, one of the missiles they mostly use.

it goes pretty slow it's just a drone they can make it for in the neighborhood of 50-ish thousand dollars and just incredibly cheap for for these missiles they'll either give them to the russians that then the russians will shoot them with the ukrainians or they'll just shoot them at israel from iran very cheap then it takes us a four million dollar patriot missile to intercept one of those or at best a million dollar ish uh irish missile that um made by saab those missiles

it goes pretty slow it's just a drone they can make it for in the neighborhood of 50-ish thousand dollars and just incredibly cheap for for these missiles they'll either give them to the russians that then the russians will shoot them with the ukrainians or they'll just shoot them at israel from iran very cheap then it takes us a four million dollar patriot missile to intercept one of those or at best a million dollar ish uh irish missile that um made by saab those missiles

it goes pretty slow it's just a drone they can make it for in the neighborhood of 50-ish thousand dollars and just incredibly cheap for for these missiles they'll either give them to the russians that then the russians will shoot them with the ukrainians or they'll just shoot them at israel from iran very cheap then it takes us a four million dollar patriot missile to intercept one of those or at best a million dollar ish uh irish missile that um made by saab those missiles

way more expensive. So if you play out and you're like, what is their manufacturing capability of those $50,000 drones? Very, very, very, very high. And then, OK, we have to then launch either our own very expensive missiles, our own very expensive planes to then go fly up behind and shoot these things down. Ultimately, that kind of cost curve and that production curve is not in our favor.

way more expensive. So if you play out and you're like, what is their manufacturing capability of those $50,000 drones? Very, very, very, very high. And then, OK, we have to then launch either our own very expensive missiles, our own very expensive planes to then go fly up behind and shoot these things down. Ultimately, that kind of cost curve and that production curve is not in our favor.

way more expensive. So if you play out and you're like, what is their manufacturing capability of those $50,000 drones? Very, very, very, very high. And then, OK, we have to then launch either our own very expensive missiles, our own very expensive planes to then go fly up behind and shoot these things down. Ultimately, that kind of cost curve and that production curve is not in our favor.

And if you look at some of the kind of statistics out of Ukraine, I can send some of these to you after the show. They're incredibly scary of the amount of munitions that get expended in the first couple of weeks of one of these nation on nation conflicts.