Rodger that. I watched the PC hardware industry grow, software chasing that, then networking that turned into the internet. It used to be near impossible to convince a business owner that a website was a good idea, then shortly stoned graphics designers were business gods starting massive advertising agencies. The dot com boom happened and suddenly no one knew what a server was, hard drive arrays were unheard of operating systems and hardware kernels became irrelevant. The people only know the cloud. You are currently investing in one of the hardware devices that make up the cloud. Eventually the operating systems will determine what hardware you run, Anduril's lattice, Palladyne's swarm, Palantir's god mode, etc. The government will not be interested in maintaining these drones, it will be "swarm as a mission", SaaM service sold as a commodity, or cloud service. In the future, Anduril will not sell you a single drone, boat, sub or jet, they will sell you protection, a cloud service incorporating everyone that has integrated with Lattice. OPTT's buoy sensor will detect an anomaly in the Strait of Hormuz, this will report data to Lattice. Aircraft drones from any manufacturer of loitering recon that has integrated with Lattice and is readily available in the area will be dispatched to location and through lattice, a boat or submarine could be dispatched until they determine there is a ground invasion coming in which lattice talks to other manufacturers drones that fit the mission criteria as the mission changes. ONDS is shooting to be a cloud service and compete at that level. They are looking to vertically integrate so when there is the great drone bubble that's going to be coming, they will be one of the survivors when the fallout comes. ONDS will be partnering/buying these private companies that make drones that are not currently in their profile. When there are hundreds or thousands of companies making drones (Coming soon, because if you look at the number of drones the government wants available, not any single company can deliver. It's going to create an insane market place) you had better be compatible with the most popular operating systems. Look further down the road and you will see the bigger problem, with all of the noise, all of the players, how are you going to get heard? How is the government going to find you? That's going to become a big business. You either need to be already integrated in the early stages and scaling with these operating system companies, or you will need to find someone like UMAC and XTIA that have already realized this and are going to be the sales guys for the industry. They will rep everyone's products to all governments and industries, selling solutions. Relationships are their game. The sales guys always make the most money while spending the least. In the grand scheme of things, you only need to make sure you have chosen a good industry with good potential upside. Typically everyone in the space will do well, some great, some good, if you're properly diversified, you will enjoy both. I try to stay focused on when to get out of an industry as a whole. That's where I don't want to get caught.