Well, yeah, that's part of it, but it's a lot deeper. There is a advanced manufacturing opening that's going to happen in the west right now around robotics and around drones. There will be a global supply of drones in the hundreds of millions in the coming decade. Drones are actually really, really hard to build when they're sophisticated. It's not as easy as you might think. A lot of them come from China. A lot of them, the parts do. (31:21–31:26)
CLAIM
Predicts a significant increase in global drone supply in the next decade.
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