Skydio announces $110M Series F at a $4.4B post-money valuation. CEO Adam Bry joins Sourcery to share Skydio’s funding process, commercial progress, & manufacturing edge at Skydio's Hayward factory. Skydio is the largest drone factory in the US at scale production.
"The most significant fact in our Series F is how little we are raising. Despite investor demand to put substantially more into the company… our capital needs are rapidly decreasing." – Adam Bry
In this conversation:
$50M, 3,000 drone US Army contract and tripling production in 2026
R10 indoor drone and F10 fixed wing
Turning down DJI's acquisition offer in 2014
Getting sanctioned by the Chinese government in 2024
Drone as First Responder: Public Safety customers in 42/50 states, 42% auto theft reduction in SF
Built a China independent supply chain & US manufacturing at scale
Flying agentic AI & the future of autonomous robotics
Adam's hottest take on the robotics hype cycle
If you're interested in reindustrializing America, drones, AI, robotics, and fundraising in hard tech, this one's for you.
Adam Bry: https://x.com/adampbry
Molly O’Shea: https://x.com/MollySOShea
Sourcery: https://x.com/sourceryy
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(00:00) Adam Bry, CEO of Skydio
(00:54) Inside Skydio Factory
(01:31) Series F & Scaling
(03:17) Customers And Growth
(04:10) Origins & Reliability
(08:04) Civilian Missions Focus
(09:19) Drones For Public Safety
(12:29) Edge Compute & Partners
(14:20) Expanding Drone Lineup
(17:10) Beating China & DJI
(19:34) US Supply Chain Resilience
(21:33) Reindustrialization Timeline
(22:35) Hiring & Leadership
(27:12) AI Agentic Drones
(30:08) Metrics & Operating Model
(31:49) Hottest Take And Advice
Sourcery 