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Comment on China sanctions US drone maker Skydioparent

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DJI has had two insight that their Western competitors lacked:

- The market wants cheap and durable high-quality cameras that can fly. Drone/flying-centric features are secondary.

- Software and "AI" features are important but they don't have moat and can be easily copied.

Skydio had more reliable person-tracking feature earlier than DJI but their camera quality has almost always been inferior to DJI.

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