

Decisive Point Podcast – Ep 7-3 – Erik A. Davis – Drones and the Changing Character of War
Cheap drones have transformed the character of war by creating a “mass effect” that challenges traditional principles of force concentration. Drawing on lessons from Ukraine, historical theory, and production trends, Erik A. Davis explains why the production of cheap “precision mass” is expected to accelerate. Keywords: drone, sense, strike, mass, Jevons Stephanie Crider (Host) Welcome to Decisive Point. The views and opinions expressed in this podcast are those of the guests and are not necessarily those of the Department of the Army, the US Army War College, or any other agency of the US government. I am speaking remotely with Colonel Erik A. Davis, author of “Drones and the Changing Character of War,” which you can find in the Winter 2025–26 issue of Parameters. Davis has more than 16 years’ experience in US Army special operations. Davis has more than 16 years’ experience in US Army special operations. He is a General Wayne A. Downing scholar, whose assignments have taken him from village stability operations in Afghanistan to preparing for high-end conflict in the first island chain. He is currently in command in Japan, and he writes about data in the Army at https://www.downrange-data.com/. Welcome to Decisive Point, Colonel Davis. Colonel Erik A. Davis Thank you very much, Stephanie. Thank you for having me. Host What inspired you to write this article? Davis Mostly a debate. A couple years ago, I was a senior service college student in ’24, but [I was] heavily influenced by the debate about were drones impactful or not and, if so, why? Host In your article, you note that “you need mass to take and to defend objectives, but on a battlefield littered with cheap drones, that same mass gets you killed.” How should commanders navigate this paradox when trying to capture a heavily fortified position? Davis Credit where credit is due, I really borrowed heavily from Dr. Jack Watling on that one. He’s a RUSI researcher from the UK (United Kingdom). I highly recommend anything he’s written, but he said that when I was in senior service college. I was a fellow in Australia, and he said it to the audience there, and it was a really impactful idea because he’s been arguing [this point] for a while. There’s been a talk about whether this is offense or defense [that] has the advantage right now. And he’s like, it’s not an offense/defense thing. It really comes down to the ability to sense and deliver fires on an offense or a defense. And so, we’ve kind of changed—where we used to have the mass rule, most students I think, are very familiar with the 3 to 1 for an assault. And, that’s not really the math problem anymore. It is [that] you have a time period that affects how effective that mass is. You need to mass forces. You can’t take an objective without them, but at the same time, then you have to disperse afterwards, and how do you sustain and maintain everything—logistics, the security, all of that. And so, weirdly enough, it actually brings me a little more to my SOF [special operations forces] roots, where (Admiral William H.) McRaven had what was called “relative superiority,” and the idea was why SOF works. It works because it only works for a short amount of time. I don’t think that the rest of the military has gotten to that short amount of time, but I do think the rest of the military has to start thinking about that relative superiority. If you have a mass, it’s giving you advantage. However, it’s also starting to draw in enemy and resources, and you’ve got to disperse it. Host You also discuss in your article how Jevons’ Paradox and the Red Queen Effect are fueling a relentless race in military innovation. For our listeners who might not know, could you explain what are Jevons’ Paradox and the Red Queen Effect and then a follow-on—given how quickly adversarial drone tactics adapt, what specific changes should the US military make to its procurement process to keep pace with competitors? Davis Two theories that come from eighteenth-century Englishmen. It’s very old stuff, and yet it’s not very well known. I’d like to start with the Red Queen Effect. I first heard about [the] Red Queen Effect back in grad school in 2013. I was a Downing Scholar at the London School of Economics (and Political Science), and as soon as I heard it, I thought everybody knew it. I thought it was the last guy to the table, and I’ve discovered since then that most of the military is not familiar with the Red Queen Effect, which comes from Lewis Carroll’s story [Through the Looking Glass]. It talks about the Queen having to constantly run as fast as you can just to stay where you’re at, and it really describes military tactics and military weapons development because you don’t just get to sit back and [think to yourself] I have the right tactics. I have all the things. You’re constantly having to innovate. You’re constantly having to work because the payoffs for finding a gap, finding a seam, finding a newer way to do it is so huge that every military is constantly working towards this. And, I mean, sometimes [people] forget [that] the global superpowers used to be Spain and Portugal. They’re not the global superpowers today. That is because there’s this constant Red Queen Effect. I had a friend who once described all military strategy as just trying to find a flank, and I think that that’s kind of what the Red Queen Effect is. It’s just constantly trying to find an advantage. Sometimes it’s a bigger and better [advantage], but sometimes the bigger and better actually incentivizes the cheaper and the smaller. And, I think that’s where we’re at today is you just see something where the payoff of finding a cheap way to circumvent some of the amazing military capabilities the US military has—that people could never catch up with, they could never build it [because] it is too expensive, [or] it’s too bespoke—is they found a really cheap way [to do it]. And, there’s a huge payoff if you can do that. So, I hope that helps make the Red Queen make sense. It’s a literature thing. You go to Jevons, [and] now you’ve got a standard English economist. He’s looking at coal, and everybody’s worried about whether they’re going to run out of coal, and there’s this notice that all of the engines they’re building are getting slowly more and more efficient. And so, there’s this idea of, okay, we’ll be fine. We won’t have to worry about it. Well, Jevons is the one who notices that not everything, and coal is this input where the more efficient it is, suddenly you start finding uses for it that you didn’t use to use it for. So, there’s actually an increase in demand, even though you’ve managed to make the product more useful. A dumb example I can give you is, like, your water heater. I borrowed this from a guy named Hank Green. He works on Vlog Brothers on YouTube. I’m a nerd. I apologize. But, he talks about water heaters, like, we didn’t used to have water heaters. Hot water used to be only for the richest of the rich. The royalty had hot water, and everybody else didn’t. And then eventually, we invented [the] hot water heater to do a single thing, but then, once everybody started having hot water heaters in the house, now we started making washing machines, clothes washers, all kinds of things. Next, you have electricity going to homes because of this. And so, there’s this feedback. You look at Uber today as a great example. Uber makes no sense until everybody has a GPS-enabled supercomputer in their pocket and then, Uber becomes obvious. And so, Jevons, when you look at a lot of the military hardware, has been going through that. So, I go back to GPS. If you go [to] 1980, the old GPSes were the same size as the radios we had. They were 20 pounds, they were giant bricks, and they cost as much as a house. So, nobody got them. Only a couple of units got them. They were really expensive, really hard to maintain, and they took up a lot of space. Now, a GPS, it’s less than a pair of cards. It’s less than $50. We put them in everything. We put them in things that don’t really even need them just because they’re so cheap. That’s not the only technology—cameras. I remember agonizing after my second combat deployment. I was going to buy my first real camera, a DSLR (digital single-lens reflex), and I spent forever reading reviews and all those things. Now, I have a phone that has seven cameras in it, and I don’t even pay attention because they’re so cheap and they’re so light and they’re so small. [It is similar with] thermal imaging, night vision, [and] storage. Data storage used to cost more. So, for the technology in the military side [and] that Jevons’ thing, what has happened is [that] now, on top of the Red Queen Effect of all of us trying to rapidly innovate, there’s a way to do innovation now that’s so much cheaper that it really upends a lot of it, which, to bring it back to the original point, how do we need to change our acquisitions? Well, we kind of got to do both. Like, we’re still going to need to build submarines. We’re still going to need to build amazing jets and things that can intercept ballistic missiles and tanks. And, those are hard and complicated and big things, but at the same time, we’re also going to be building these very cheap and simple toys and tools that we’re going to be able to give to everybody. 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