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Drone Warfare: The New Rules of Combat Are Here

War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here. In this episode, recorded live at our third annual American Dynamism Summit, a16z’s Senior National Security Advisor Matt Cronin sits down with Ryan Tseng (cofounder & CEO, Shield AI) and Adam Bry (cofounder & CEO, Skydio) to discuss the rise of autonomous drones, AI-driven warfare, and the escalating great power competition with China. They cover: Why drones are reshaping the battlefield in Ukraine, Israel, and beyond The asymmetry of $1,000 drones taking out $10M tanks Why U.S. drone production lags China—and how to catch up The ethical and tactical implications of autonomy in combat What it will take to reindustrialize America and maintain deterrence If the future of warfare is software-defined, who writes that software—and who deploys it first—matters more than ever. Timecodes: 00:00: Introduction 00:45: Founders' Journey into Drone Technology 05:53: The Evolution and Impact of Drones in Warfare 09:30: Challenges and Opportunities in Drone Manufacturing 17:10: Policy Recommendations for Enhancing Military Capabilities 21:40: Swarm Technologies and AI Superiority 26:14: Challenges in Battlefield Operations 32:49: The Role of Autonomy in Modern Warfare 40:01: Future Scenarios of AI and Tech Dominance 41:41: Advice for Aspiring Defense Tech Founders Resources: Find Adam on X: https://x.com/adampbry Find Ryan on LinkedIn: https://www.linkedin.com/in/ryantseng/ Find Matt on LinkedIn: https://www.linkedin.com/in/matt-cronin-8b88811/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Ryan TsengguestAdam BryguestMatt Croninhost
Apr 11, 202543mWatch on YouTube ↗

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At a glance

WHAT IT’S REALLY ABOUT

Drone Founders Argue Autonomy, Scale, and Software Speed Decide Future War

  1. Ryan Tseng and Adam Bry describe how they entered defense drones, with Tseng motivated by mission and his Navy SEAL brother and Bry by a lifelong interest in autonomous flight and a wish to avoid traditional defense contractors.
  2. Both say drones create massive cost asymmetry and are transforming warfare, citing Ukraine, where small drones are used by the millions each year while US programs run at only thousands.
  3. They argue China's manufacturing ecosystem is a formidable gap, but that the US can compete through AI, autonomy, and rapid software deployment, since mass without intelligence tends to produce grinding attrition.
  4. Lessons from Ukraine, including GPS jamming that defeated early systems, show that electronic-warfare resilience and 24-hour software updates are decisive, and that slow government software pipelines are unacceptable.
  5. On autonomy and ethics, they say human judgment remains important and human-machine teams are currently more effective, but that game theory means the US must lead rather than cede AI dominance to adversaries.

IDEAS WORTH REMEMBERING

5 ideas

Cheap drones create a cost asymmetry the US military hasn't fully absorbed.

Adam Bry says a system costing a few thousand dollars can destroy one costing millions, and that inertia toward large exquisite systems persists even as the military starts to pivot.

US drone procurement is off by about three orders of magnitude.

Bry notes Ukraine uses millions of small quadcopters per year while US programs buy single-digit thousands; Tseng suggests adding a zero to quantities, and Bry says that means trading away legacy systems.

Mass alone doesn't win; it must be intelligent.

Tseng argues that history and Ukraine show mass can become attrition, and that autonomy lets forces find, fix, and finish targets at scale.

China's manufacturing depth is a serious gap but not insurmountable.

Bry says it's an ecosystem of expertise rather than just cost, while Tseng calls it fearsome; both see US strength in software and AI as the path to compete while reindustrializing.

Real battlefields demand electronic-warfare resilience.

Bry says Skydio's first drones in Ukraine failed because Army requirements ignored EW, and Tseng recounts V-Bat losing GPS at three feet, leading to a GPS-free re-architecture within 24 hours.

WORDS WORTH SAVING

5 quotes

I think a modern conflict, and you see this in Ukraine, becomes basically like a software writing fight, and the speed at which you can write it and deploy it really matters.

— Adam Bry

I think AI is the, the most important technology really in the history of humanity. And a world where our adversaries have it and we don't is not a good one.

— Adam Bry

There's a difference between mass, um, and effect.

— Ryan Tseng

I think the security challenge of our time is whether or not we can mobilize the bureaucracy to go reach out and pick up what's on the table

— Ryan Tseng

We're literally off by like three orders of magnitude, I would argue, relative to, like, what, you know, evidence suggests the modern battlefield demands.

— Adam Bry

Founders' paths into drone technologyAsymmetry of cheap drones versus exquisite systemsChinese manufacturing capacity and reindustrializationSwarms, AI, and autonomyElectronic warfare and GPS-denied operationSpeed of software deploymentHuman control and autonomous weapons ethics

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