AI-Powered Warfare

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 2 July 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat. Andy Cross interviews CEO Wahid Nawabi to discuss: - Multi-billion-dollar BlueHalo merger expanding capabilities across air, ground, space, and cyber - Fast Innovation: 18-month product cycles vs. 10-year industry standard - Record Growth: $764M backlog across 55 international customers - Vertical Integration: In-house design enables optimized performance at lower costs Companies discussed: AVAV Host: Andy Cross Guests: Wahid Nawabi Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hi, everyone. I'm Andy Cross with the Motley Fool. It's a holiday week here, so we are bringing one of my favorite recent CEO
0:12.0	conversations to Motley Full Money. I had the opportunity to talk with Arrow-Vireman CEO Waheed Nuwabi.
0:19.1	He shared his insights into the company's impressive AI-driven product suite
0:23.3	and his game-changing acquisition of Blue Halo.
0:27.0	Air Virement stock is down 11% today after it announced a planned capital raise,
0:32.2	but it's up an impressive 85% year-to-date.
0:35.8	We hope you enjoy my conversation with Waheed-Nuwabi.
0:43.1	Hello, fools, and welcome to another Molly Fool's CEO conversation. I'm Andy Cross. Really
0:48.0	pleased and honored to have today joined here by Waheed Nuwabi, the CEO of Air Environment, a $3.6 billion market cap designer,
0:57.7	maker of intelligent multi-dron, multi-domain drone and robotic systems. Waheed, welcome to the
1:05.1	Motley Fool. So great to have you here. And it great to be with you. Thank you for having me.
1:10.8	Super exciting time to be talking about air environment and your capabilities, but let's just set the stage.
1:16.6	In your own words, give an overview of your company, its purpose, its products, and the markets it serves.
1:23.6	Sure. So we are one of the original, what's referred to these days, Next Gen Defense Tech Primes. We've been doing this for literally 50 plus years. But our recipe is very, very, very unique, has been unique, and we're the leader in the spaces that we do. So we
1:45.9	believed many, many, many years and almost a couple decades ago that unmanned or unproved systems
1:53.0	on the edge of the battlefield, whether it's just ground robots, air robots like drones,
1:59.3	loitering munitions, and counter UIS systems, counter drones.
2:04.3	These systems, if they're all integrated with autonomy and AI and computer vision, those are
2:10.1	the three enabling interoperability technologies, and they can work together as a system,
2:16.8	they can deliver an enormous amount of value for
2:20.5	the national security interests of the United States and our allies.
2:23.5	So, Air Environment is one of the very few new companies that has done that for decades.
	...

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