“Can you please briefly expalin how the video you attached above could be related to Mazagon? Thanks”
I am replying here because of concerns about the sanctity of the thread on Mazgaon doc.
Two of the great investors, Charlie Munger and Li Lu have talked of reading and taking lessons from every subject from history to biology.
While drones have uses in areas from agriculture to flood relief, I am confining myself to their defence uses.
To me, the heavy moving weaponary has been exposed in the Ukraine-Russia and Azerbaijan-Armenia. Earlier too, the US forces have used the UAVs in taking out terrorists in Pakistan, Somalia among other places.
Russia is overwhelmingly powerful in comparison to Ukraine. Yet $300 drones have made Russia yield the Black sea.
As for ground attacks, Ukraine war is current so I hardly need emphasise it, but take a look at the Azerbaijan-Armenia war.
“Many accounts of the war describe it as a one-sided, an Azeri drones versus Armenian ground forces event with Azeri ground forces figuratively “riding on the backs” of the drones to victory with a minimum of fighting by them. To quote a typical example:
“Azerbaijan’s UAVs obliterated Armenia’s formidable array of ground-based air defences, after which they systematically decimated Armenia’s ground force matériel, including tanks, artillery pieces, and supply trucks. This onslaught forced Armenia to accept a humiliating ceasefire imposed by Russia.
… It can be said that this was the first postmodern conflict, in that it was the first in which unmanned-aircraft overwhelmed a conventional ground force, grinding it down to the point of impotence and paving the way for the Azeri ground forces to roll in and take possession of a strategic chokepoint.”[i]
The article concludes that it is not entirely due to the drones that Armenia lost. “it is very clear that without the drones the Azeris would not have achieved the success that they did. However, it is just as clear that the drones did not win the war by themselves and did not make the ground battle easy. Given the available data, computing the exact share in victory between drones and ground forces more accurately than that is impossible.”
There is, however, one very important conclusion in the Mazgaon thread that there is no moat in drone manufacture. This is supported by the Ukraine war too, where small workshops are modifying the drones to wage war on Russia.
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