Market Opportunity

The drone market isn’t just growing — it’s opening up entirely new domains of economic activity. For the first time, aerial automation is becoming viable at scale, unlocking real-world services that weren’t previously possible. The total market for autonomous drones is projected to exceed $160B by 2030.

TAM Breakdown

• The global drone market is projected to reach $163 billion by 2030, up from $73 b in 2024 (CAGR ~14%).

• Within this, the commercial drone segment (construction, inspections, security) is forecasted at $30–55 b by 2030 (CAGR ~10–11%).

• For autonomous drones, estimates vary: around $8.6 b in 2024 growing to $23–53 b by end of decade (CAGR 18–20%).

Initial SOM

• We’ve expanded our SAM beyond just public safety to include licensed commercial use, covering aerial construction inspections, emergency response, agriculture, delivery, research, and more.

• This expands the market to an estimated $10–15 b+ SAM, with an initial SOM of $100–200 m+, targeting early-adopting municipalities, campus/FIRE, and enterprise clients in year 1–2.

Market Validation

• The FAA reports over 1.06 million Remote Pilot Certificates in the U.S.—400k+ certified remote drone pilots as of April 2025.

• Regulatory frameworks like FAA Part 107 and airspace authorizations (e.g. LAANC) already support all our planned use cases—enabling a real path to compliance and scale.

Why Now

• Airspace is still underused: unlike roads or telecom, we’re entering an almost untouched mobility frontier.

• Infrastructure gap is critical: currently, every drone operator builds their own charging/coordination hubs—keeping costs high and scalability low.

• DePIN is the multiplier: removes upfront capital barriers, automates operations, aligns incentives, and scales geographically without central CapEx.

• Talent & technology convergence: AI, battery, autonomy, meshable regulation—everything is coming together right now.