▲ 5 r/UMAC
Brian Hoff, CFO of Unusual Machines | The Big Biz Show
He mentioned robotics as if they have a plan in mind 👀
u/FeralGypsy — 2 days ago
▲ 9 r/UMAC
Litchfield Hills Research Analyst Report - 08/06/2026
hillsresearch.comu/FeralGypsy — 13 days ago
▲ 9 r/UMAC
Additive Manufacturing Questions
What is UMAC's role in this?
Did they code the software? Did they design it in CAD? Are they teaming up with HP and Firestorm to sell more components?
Why has it been featured in 2 of Rotor Riot's recent shorts [ 1 and 2 ]? Is nylon superior to carbon fiber?
What has Drew been working on for so long?
Lots of questions, few answers.
I'll share what I have scrounged up though.
In the last Alpha Wolf interview, Allan discusses a manufacturing hiccup during the quarter where some motors were failing due to the shredding of an insulator that caused a ground plate to be conductive which would cause the carbon fiber to be conductive.
It seems to me that a problem with conductivity for carbon fiber frames exists.
Now if we look at the landing page for MJF printers on HP's website, it states:
So does nylon-12 solve the conductivity issue?
Is this monetizable?
If they wrote the software, I imagine they could sell the software.
If they are facilitating HP and Firestorm to be more effective in areas of contested logistics they could sell more components.
If they designed it, possibly. Currently in the '27 House NDAA draft, there is a plan to assess whether a "pay-to-print" program should be adopted (Sec. 866):
Brett Velicovich, Powerus CEO, was recently on Drone Ultimatum and when they talked about contested logistics and use-cases, I started to grasp the applications for this technology. Also just today, the DIU reiterated this as an area of concern.
Are there cUAS frame designs in the pipeline? This seems like one of the best use-cases to protect critical infrastructure.
That's all I got today, just questions.
u/FeralGypsy — 1 month ago
▲ 61 r/PLTR
Palantir CEO Alex Karp: AI Fears, Rise of the Far Right & Germany's Crisis - YouTube
youtube.comu/FeralGypsy — 1 month ago
▲ 15 r/UMAC
2027 Draft NDAAs - Noteworthy Items
The House and the Senate have both published their drafts of the NDAA.
If you were following last year, you would have read the tea leaves 9 months before the WSJ audience.
I like to scan these because I think there is a lot of alpha to be found by seeing where the military is heading. I Ctrl+F my favorite words and read. This is what I found interesting:
1) Senate - Sec. 917 - RASCOM
I can’t believe barely anyone is talking about this. They are proposing to set up a new combatant command called RASCOM (Robotic and Autonomous Systems Command):
2) Senate - Sec. 1051 - Authority for Equity Investment by the OSC into Batteries
They are requesting authorization for OSC investments into BATTERIES. This aligns with what they've been saying. I see some comments asking about how these deals will be structured, feel free to read through this section and the following 2 to get an idea of how the OSC operates (ie, never own more than 50% of a Co., never take a board seat or voting power, when debt will be used, proposed dollar amounts, etc.)
3) House – Sec 334 – Standardization of Munitions for Unmanned Aircraft:
my 2c: I always felt this was the natural progression, if we want drone teams to be proficient they need to be able to build/repair their equipment in the field so there needs to be standardization. Unfortunately this feels like it will be RIP to many of the OEMs.
4) Senate - Sec. 1224. - US/Ukraine Strategic Defense Innovation Working Group
This section talks about how they plan to leverage the lessons and technologies gained from Ukraine, I expect to see a lot more US+Ukraine collaborations:
5) Senate - Sec 837 - Limiting Funds Until Reports Finished
I found this funny because it's a slap on the wrist for everyone to see, they want to take away funds until they can produce the reports required under Sec. 914 of the 2026 NDAA and Sec. 162 of the 2025 NDAA. Most of the people here follow Sec. 914 intently so it's nice to see that the Senate has r/UMAC's back.
6) Other Items
As you can imagine, the scope for unmanned systems for 2027 has ballooned, there are many other relevant sections that are tangentially related that you can read if you fancy:
House -
Sec. 111. Standards for networked, autonomous, kinetic capabilities to protect against small unmanned aircraft systems.
Sec. 165. Standards for common operating system for small unmanned aircraft systems.
Sec. 221. Requirement to establish test and training corridors for small unmanned aircraft systems and associated capabilities.
Sec. 1061. Integration of small unmanned aircraft systems and counter-unmanned aircraft systems training into initial, officer, and joint collective training.
Sec. 1089. Required doctrine on use of unmanned autonomous systems and autonomous formations. (includes language around batteries)
Sec. 1867. Briefing and report on Defense industrial base chokepoints and organic industrial base modernization. (includes language around batteries)
Senate -
Sec. 1045 - Assessing UAS threats for Military Installations and the Southern Border
Interesting item in the budget under R&D-
Closing Thoughts
I've been reading these documents bit by bit throughout the last week and everyday I find something new, so I know I'm bound to miss a lot, feel free to dig in and share what you find.
Please keep in mind these are drafts and will go through iterations; items will be added, removed, and changed. It is just a way to see which way the wind is going to blow.
u/FeralGypsy — 2 months ago