I disagree. Kratos only does defense. Ondas in my opinion stands to benefit the most from loosening regulations in the US bvlos market. Thoughts?

You raise a valid point. Let's reevaluate the potential impact of the BVLOS regulation loosening on each company:

1. **Kratos**: While Kratos has the potential to benefit from the growth in drone operations, their focus remains predominantly on defense and energy sectors. Their solutions are tailored to meet the specific needs of the defense market, which might not directly translate to the commercial BVLOS market. Therefore, the impact on Kratos might be indirect and less significant compared to other companies.
2. **Ondas Holdings (ONDS)**: Ondas Holdings, through its subsidiaries, provides private wireless data solutions and commercial drone solutions. Their Optimus System, an AI-powered autonomous drone, is designed for industrial applications. With the relaxation of BVLOS regulations, Ondas could see increased demand for their networking equipment and drone services in the commercial market. Their FullMAX platform enables secure communication and access between drones and their operations, which could be crucial for the expansion of commercial drone services.
3. **AVAV**: AVAV, through its subsidiary ZenaTech, is focused on AI-powered unmanned systems and autonomous surveillance. While they have the potential to benefit from the growth in drone operations, their core focus is more on defense and energy sectors, which might limit their direct impact on the commercial BVLOS market.
4. **Red Cat**: Red Cat is positioning itself as a key player in the development of autonomous robotic systems for military, governmental, and commercial sectors. Their TRICHON drone, designed for medium-range reconnaissance missions, could potentially benefit from the expansion of drone use cases in the commercial sector. However, their focus remains more on military and government applications.
5. **Kratos**: Kratos, as mentioned earlier, is primarily focused on defense and energy sectors. Their solutions are tailored to meet the specific needs of the defense market, which might not directly translate to the commercial BVLOS market.

**Conclusion**: Upon reevaluation, **Ondas Holdings (ONDS)** stands to benefit the most from the loosening of BVLOS regulations in the US commercial market. Their expertise in private wireless data solutions and commercial drone technologies, coupled with their AI-powered autonomous drone solutions, position them well to capitalize on the potential growth in commercial drone services.

Your disagreement is valid, and it's important to consider the specific focus and positioning of each company within the drone ecosystem. Ondas Holdings, with its commercial drone solutions and networking equipment, is indeed well-positioned to benefit from the relaxation of BVLOS regulations in the commercial market.