Recent regulatory unlock, according to Healy, is what’s making VCs move now. The FAA has historically required drone operators to keep their aircraft in direct eyesight at all times, making commercial delivery at scale essentially illegal without a one-off waiver for every single flight. In August 2025, the agency proposed Part 108, a new permanent ruleset that would allow drones to fly beyond what operators can see. The deadline to finalize these rules is mid-2026.
But even if a mainland Chinese firm is successful in Hong Kong, it can still face barriers overseas.
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The tangible benefits of "incident prevention" recently manifested at Deep Health. Rao describes how their system identified a systemic flaw undetectable by conventional tools: "Our agent intervened to avert a major production failure at Deep Health. The client expressed astonishment and satisfaction with these capabilities."
Emmanuel Pietriga, Inria