In this episode of The Zero Hour Group, JT and Benny break down a packed day of news across the drone, defense, and autonomous systems sector.
The conversation starts with $ONDS / Ondas Inc, as the team examines the company’s latest acquisition and what it could mean for Ondas’ manufacturing capacity in Israel. They discuss the strategic value of adding established engineering and production infrastructure close to customers, the company’s growing international footprint, and why Ondas continues to use shares as a tool to fund its aggressive expansion strategy.
They also tackle one of the biggest debates surrounding Ondas right now: dilution versus long-term growth. JT and Benny discuss the tradeoffs for shareholders, the company’s rising institutional ownership, elevated short interest, and why Ondas may be transitioning from a rapid momentum play into a much longer-term defense and autonomy thesis.
The second half of the show focuses heavily on $SPAI / Safe Pro Group and its AI-powered drone imagery technology. The team discusses Safe Pro’s ability to detect and map landmines, unexploded ordnance, cluster munitions, ambush drones, and other battlefield threats using its SpotD platform. They also look at the potential opportunity surrounding demining, Ukrainian reconstruction, force protection, agriculture, and Safe Pro’s broader Drone as a First Responder ecosystem.
JT and Benny also preview The Zero Hour Group’s upcoming trip to Miami for Safe Pro Innovation Day, where the team will get a closer look at the technology and speak directly with people involved in the company.
Also covered:
Rising bond yields and pressure on technology stocks
Ondas’ growing manufacturing and defense infrastructure
$ONDS dilution, institutional ownership, and short interest
The long-term international opportunity for autonomous defense systems
Safe Pro’s AI-powered explosive threat detection technology
Ukraine reconstruction and the massive demining opportunity
Drone as a First Responder applications for public safety
The growing need for domestic counter-UAS infrastructure
$KOPN and Fabric AI’s new joint steering committee
Upcoming Zero Hour Group interviews, field visits, and defense-tech coverage
The Zero Hour Group is built by retail investors, for retail investors — bringing you conversations, company access, field research, and analysis from the rapidly evolving drone, defense, autonomy, and emerging technology markets.
