Drones, Robots & the Low-Altitude Economy: A New Industry Is Born

OnTrack · 12 May 2026 · 42m · Episode 342

What this episode covers

Gabriel Guglielmi, VP of Global Product Management at Infinite Electronics, discusses the rapid rise of the unmanned systems industry, comparing its current disruption to SpaceX's impact on aerospace. He explains how interconnect technology has become as critical as semiconductors in drones and robots, and highlights the urgent need to rebuild a 'friendly-nation' supply chain to replace Chinese components due to FCC bans and defense requirements. Guglielmi details the convergence of military and commercial drone designs, citing the Department of War's Drone Dominance program and companies like Neros and Wing as key players in this emerging low-altitude economy.

Mentioned

Companies
Infinite Electronics, Neros, Wing, SpaceX, STMicroelectronics, FCC, Department of War, Amazon, DJI, Boeing, Lockheed Martin, Raytheon, Elbit Systems, Skydio, Anduril

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