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blake resnick

T2 · manager / operator

Founded Brinc to deploy 911 response drones on police/fire station roofs; raised $125M led by Motorola Solutions; builds automated drone-in-a-box systems (Responder, Guardian) with battery-swap recharging pods.

4 calls·2 names·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BRINC-DRONESBrincposition

Brinc raises $125M led by Motorola to put 911 response drones on every police and fire station roof in America

Brink targets 80,000 police/fire stations with automated drone-in-a-box systems (Responder, Guardian) featuring battery-swap recharging, Starlink connectivity, and thermal/visual payloads; currently at 1% penetration with a direct sales force organized by territory.

TBPN2026-07episode →
2ndhigh conviction
$MSIMotorola Solutions

Motorola Solutions leads Brinc $125M round, provides distribution to every police/fire department and product integration

Motorola is the #1 public safety vendor with pre-existing contracts and relationships at every potential Brink customer; integration includes emergency radio button triggering drone launch and 911 call coordinates feeding drone dispatch.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $BRINC-DRONES
  • $MSI

recurring themes

  • Robotics & Physical AI3
4 total
$BRINC-DRONES
Brinc
HIGHblake resnick·TBPN·2 months ago·Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive· position
Brinc raises $125M led by Motorola to put 911 response drones on every police and fire station roof in America
Brink targets 80,000 police/fire stations with automated drone-in-a-box systems (Responder, Guardian) featuring battery-swap recharging, Starlink connectivity, and thermal/visual payloads; currently at 1% penetration with a direct sales force organized by territory.
"Brink just raised a new $125 million of capital, and that is all being directed towards putting these on every police and fire station roof in America... Today though, that number…"
99:24
$MSI
···
Motorola Solutions
HIGHblake resnick·TBPN·2 months ago·Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive
Motorola Solutions leads Brinc $125M round, provides distribution to every police/fire department and product integration
Motorola is the #1 public safety vendor with pre-existing contracts and relationships at every potential Brink customer; integration includes emergency radio button triggering drone launch and 911 call coordinates feeding drone dispatch.
"The vast majority of Motorola's business is selling bodywn radios and public safety software to police and fire departments. Like the overwhelming majority of their business. They…"
109:50
$MSI
···
Motorola Solutions
HIGHblake resnick·TBPN·2 months ago·Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive
Motorola Solutions leads Brinc round, provides distribution and software integration moat
Motorola dominates public safety radios/software with relationships at every potential customer; integration with Brinc enables automated drone dispatch via 911 CAD and emergency button triggers, creating powerful go-to-market synergy.
"The vast majority of Motorola's business is selling body-worn radios and public safety software to police and fire departments. They have pre-existing commercial relationships wit…"
109:50
$BRINC-DRONES
Brinc Drones
HIGHblake resnick·TBPN·2 months ago·Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive· position
Brinc raises $125M led by Motorola to put 911 response drones on every station roof
Brinc targets 80k police/fire stations with automated drone-in-a-box systems (Responder, Guardian), raised $125M from strategic partner Motorola Solutions to accelerate go-to-market via their installed base and software integrations.
"Brink just raised a new $125 million of capital, and that is all being directed towards putting these on every police and fire station roof in America. Today though, that number i…"
99:35
8
Robotics & Physical AItailwind
911 response drones achieve 97% availability via battery-swap automation, targeting 80k stations
Brinc's automated recharging pods enable near-continuous drone operations (23.5 hrs/day), solving energy density limits of batteries; go-to-market via Motorola's installed base and CAD integration creates defensible moat in public safety.
8
Robotics & Physical AItailwind
Brinc CEO identifies US supply chain gaps in drone camera payloads, batteries, motors
Critical drone components like gimbalized thermal cameras, high-energy-density batteries, and brushless motors lack domestic US suppliers, creating opportunities for new industrial startups.
7
Robotics & Physical AItailwind
911 response drones becoming ubiquitous infrastructure with battery-swap networks solving energy density limits
Autonomous drone-in-a-box systems (Responder, Guardian) with 90-second battery swaps achieve 97% operational availability, making electric powertrains viable for persistent public safety missions; target market is 80,000 US police/fire stations, currently at 1% penetration.