From the Desk of Anthony Pompliano This Is A MASSIVE Investment Opportunity For The Next Decade
8 snips
Mar 13, 2026 
Eric Brock, CEO of Ondas, leads the company building platforms for unmanned and autonomous systems. He discusses the massive, early-inning market for aerial, ground, and maritime drones. He explains Ondas’ platform and acquisition-led growth, the Palantir integration for command-and-control, layered counter-drone defenses, and dual government-commercial business models.
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Drone Market Is Early In A Long Adoption Curve
- The drone and autonomy market is in the first inning of a decade-long adoption curve driven by maturing tech and military demand.
- Eric Brock compares it to early personal computer and cloud adoption and says OnDES is shifting from venture tech to growth capital to scale operations.
Platform Approach Beats Starting New Drone Companies
- Ondas builds a scalable operating platform by integrating mission-ready technologies rather than starting new R&D-heavy drone firms.
- They centralize sales, supply chain, and field services to lower unit economics and enable national-scale deployments.
Use Strategic Partners To Accelerate Program Capture
- Partner with established system integrators like Palantir to deliver systems-of-systems solutions that customers can deploy immediately.
- The Palantir tie accelerates program capture by supplying command-and-control and AI backbone for military customers.