Valley of Depth

Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)


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Soren Monroe-Anderson grew up racing FPV drones before turning that obsession into Neros, a defense startup building low-cost, high-volume drone systems for the United States and its allies. What began with prototypes in a basement has become a 200-person company producing roughly 1,000 drones a week, with plans to build a factory capable of making one million annually.

The timing is difficult to ignore. Small drones have become one of the defining weapons of the war in Ukraine, China holds a massive production advantage and the Pentagon is now trying to catch up in a category it was slow to take seriously.

We get into why so many American drones failed in Ukraine, what separates a good demo from a battlefield-ready product, and why Soren believes the next generation of weapons will look more like consumer electronics than traditional defense systems. We also discuss the limits of autonomy, the difficulty of manufacturing at scale, and the moral weight of building kinetic systems.

We cover:

  • The widening drone production gap between the United States and China
  • What Ukraine has taught Neros about battlefield performance, tactics, and product design
  • Why scaling from prototypes to one million drones a year is an entirely different engineering problem
  • Where autonomy helps, where it breaks, and why human pilots still matter
  • How Soren thinks about talent, focus, capital, and the ethics of building weapons
  • • Chapters •

    00:00 – Plants at the factory

    00:55 – Strawberry jam on a drone
    04:45 – Soren's and Olaf's background
    07:28 – First meeting with the DoD
    08:54 – The key to Soren's early success
    10:00 – How do you push the boundaries of a small drone?
    11:39 – The most successful technology in Ukraine
    13:45 – The future of warfare
    15:09 – Chinese vs. US drone manufacturing capabilities
    18:42 – Neros's facility and current production process
    20:30 – What surprised Soren about building Neros
    22:06 – How Soren thinks about competing in a well-funded market
    23:50 – What makes the talent side so challenging
    27:05 – Revenue concentration
    28:12 – Are defense tech companies living up to their promises?
    30:19 – Nervous or excited about the changing investor in defense tech?
    32:12 – $120M raised and future capital needs in the near term
    33:19 – Would Neros expand beyond drones?
    34:22 – Where the primes fit in with manufacturing drones
    36:30 – How Neros views AI in their products
    41:41 – From professional drone racer to CEO
    43:23 – Key players early on in Neros
    45:28 – Does Soren still build drones or is he more focused on running Neros?
    47:07 – Cultivating company culture
    48:46 – Wrestling with building lethal systems
    50:21 – Soren's health scare
    51:28 – The morality critics on drone warfare
    54:17 – How can the US win the drone production race?
    55:45 – What keeps Soren up at night?
    56:51 – Advice Soren would give to himself
    58:05 – Factory of the future
    59:31 – What Soren does for fun
     

    • Show notes •

    Neros’ website — https://www.neros.tech/

    Soren’s’ socials — https://x.com/soren_ma
    Mo's socials — https://x.com/itsmoislam
    Payload’s socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace
    Ignition’s socials — https://x.com/ignitionnuclear / 
    https://www.linkedin.com/company/ignition-nuclear/
    Tectonic’s socials  — https://x.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/
    Valley of Depth archive — Listen: https://pod.payloadspace.com/

    • About us •

    Valley of Depth is a podcast about the technologies that matter — and the people building them. 

    Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), Decoding Bio (biotech) and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world’s hardest technologies.

    • Payload: www.payloadspace.com
    • Tectonic: www.tectonicdefense.com
    • Ignition: www.ignition-news.com
    • Decoding Bio: www.decodingbio.com
    • Footage from David Hambling (https://www.youtube.com/@davidhambling2609) 

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