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saurin monro anderson

T3 · host / generalist

World champion drone racer turned founder; builds vertically integrated US-made drones (Archer, Bandit interceptor) with secure supply chain, producing 1200/week for all military branches and expanding to critical infrastructure defense.

1 call·1 name·100% bull·last heard last month·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$NEROSNeros

Neros CEO Details Vertical Integration Strategy: In-House Electronics, Non-Chinese Rare Earths, Multi-Sourced Motors

Neros controls its destiny by designing core electronics in-house, sourcing non-Chinese neodymium, and partnering with emerging US motor companies like West Mag to build a resilient, multi-sourced supply chain for drone manufacturing at scale.

TBPN2026-08episode →

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  • Defense Tech1
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$NEROS
Neros
HIGHsaurin monro anderson·TBPN·last month·Kushner and Iger are Buying The Lakers, Grok 4.6, AI Watermarks, Nuclear Jellyfish
Neros CEO Details Vertical Integration Strategy: In-House Electronics, Non-Chinese Rare Earths, Multi-Sourced Motors
Neros controls its destiny by designing core electronics in-house, sourcing non-Chinese neodymium, and partnering with emerging US motor companies like West Mag to build a resilient, multi-sourced supply chain for drone manufacturing at scale.
"we have taken the overall strategy of designing our core components inhouse... we are sourcing neodymium, non-Chinese neodymium... we're also working with multiple motor companies…"
82:50
9
Defense Techtailwind
Neros builds vertically integrated US drone supply chain with modular component ecosystem for rapid variant iteration
Defense tech winners must control critical supply chain (motors, radios, neodymium) and build modular hardware ecosystems (Archer→Bandit) to iterate fast and scale to 1M units/year while meeting military modularity demands.