Skydio HQ Tour: Skydio Commits $3.5 Billion to Expand U.S. Manufacturing

Adam Bry is the co-founder and CEO of Skydio, the largest US drone manufacturer and, as of today, the company behind a $3.5 billion commitment to expand American manufacturing over the next five years. We spent the day at Skydio's San Mateo headquarters for a full tour of their facilities.On the tour:The rooftop dock array (drones as cloud infrastructure)DFR Command, flown liveThe "wind wall" stress-testing hardware 24/7R10, the new indoor tactical droneF10, a fixed-wing thrown and caught by a robotic armX10 water rescue demo with the auto-inflating rest tubeThe $3.5B announcement involves a new US facility five times the size of the current one (Skydio's fifth expansion in eight years), over 2,000 new Skydio jobs, 3,000+ additional roles across the US supply chain, and more than $1 billion directed to domestic suppliers under a new program called SkyForge. Skydio already manufactures more dual-use drones than any company outside of China. This is the bet to keep it that way.The backdrop: 60,000 drones shipped, 3,800+ customers, 1,200+ public safety agencies, every branch of the US military, and 29 allied nations. Skydio DFR now arrives on scene first 71% of the time and resolves nearly a quarter of calls without dispatching a patrol unit.Adam Bry: https://x.com/adampbryMolly O’Shea: https://x.com/MollySOShea Sourcery: ⁠https://x.com/sourceryy 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vc/DisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is fo