Eric Schmidt and Greg Grant
When Russia first launched its full-scale invasion of Ukraine, the conflict drew comparisons to wars of the twentieth century. Tanks, armored personnel carriers, and artillery dominated the battlefield, and both sides’ infantry were dug into trenches. We witnessed this old-school style of war when we made our first visit to Ukraine in September 2022. Since then, we have made regular trips to Ukraine, affording us firsthand insight into a monumental transformation: the beginning of a new kind of warfare.
In summer 2023, the commander of Ukraine’s Third Assault Brigade’s Drone Unit, whom we’ll call Fil (not his real name), told us that a new weapon had begun to change the conflict: first-person-view drones. These small, cheap, maneuverable quadcopters transmit real-time footage to their operators and detonate kamikaze-style on their targets. That year, Ukraine flooded the field with thousands of them and Russia soon followed suit. Today, hundreds of thousands of these drones fill the Ukrainian skies.
What began as a war with drones has become a war of drones. Indeed, two years ago, a Ukrainian brigade’s strength was judged mostly by its inventory of Western-supplied tanks, armored personnel carriers, and artillery. Since 2023, however, drones have become the most important weapon on the battlefield. Because of their low cost, speed, and precision, drones have now largely supplanted traditional weaponry, including antitank missiles, mortars, tanks, and even artillery and aircraft. Today, a unit’s power and resilience are dictated by its number of skilled drone operators and its ability to deploy drones at scale. (One of us, Schmidt, has been a longtime investor in defense technology companies, and is currently an investor in companies supplying drones to Ukraine.)
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