Drone's Substack
Drone CapitalMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 8 | Founded | a month ago | Last Issue | 16 days ago |
| Active | |||||
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dronecapital.substack.comLatest Issues
Drone Capital This Week: Billions in Procurement, Autonomy Budgets & Industry Consolidation
In this episode, we review the latest three posts and unpack how the drone sector is being repriced by geopolitical urgency, government budgets, domestic supply chain pressure, and M&A activity.
From €3.9 billion in EU drone disbursements...
€3.9B for Ukraine's Drones, Toyota's 51% Joby Grab, DJI's $1.5B Hit [Best Read]
In my work as a Silicon Valley based startup executive and drone industry investor, I track the funding shifts, defense contracts, and market moves that tell us where the real money in drones is going. Here's what the signals say this week....
$2.7B in Orders, a $1.98B Kuwait Deal, $54.6B for Autonomy [Best Read]
In my work as a Silicon Valley based startup executive and drone industry investor, I track the funding shifts, defense contracts, and market moves that tell us where the real money in drones is going. Here's what the signals say this week....
$1.5B Counter-Drone Buyout, a $1B SPAC, and Washington’s Equity Play [Best Read]
In my work as a Silicon Valley based startup executive and drone industry investor, I track the funding shifts, defense contracts, and market moves that tell us where the real money in drones is going. Here’s what the signals say this week....
This Week in Drone Capital - June 25 2026
This week in Drone Capital, we break down the biggest signals shaping the drone economy — from defense-tech capital flows to counter-drone systems, procurement trends, and the rapid expansion of commercial drone networks.
In this roundup,...
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The most important signals — funding shifts, market moves, and defense contracts that tell us where the money in drones is actually going
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