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First I was surprised because I was under the impression that Skydio was nowhere near DJI in terms of functionality and quality, but then I see it's about Taiwan..

I feel like China is watching intently the ru-ua situation, and depending how it pans out with international support, Taiwan may find itself in hot water.



I've always felt like China doing a "hot war" in Taiwan would be really uncharacteristic of them. What I think is more likely is that they sponsor parties/social movements in Taiwan that support reunification. Eventually I'd imagine Taiwan would do a referendum on whether or not to join the PRC.

The way I would frame it if I were China: 1. Re-join PRC and lose some civil liberties, but hopefully not have any worse material quality of life. 2. Stay in the US sphere of influence, and continue to be the hypothetical "first theater" of WWIII. Taiwan would need to increase military readiness and always live with the threat of invasion looming.

“Supreme excellence consists of breaking the enemy’s resistance without fighting.” -- Sun Tzu


DJI has had two insight that their Western competitors lacked:

- The market wants cheap and durable high-quality cameras that can fly. Drone/flying-centric features are secondary.

- Software and "AI" features are important but they don't have moat and can be easily copied.

Skydio had more reliable person-tracking feature earlier than DJI but their camera quality has almost always been inferior to DJI.




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