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Content CAC divides complete production, distribution, tooling, and labor cost by new paying customers in the same cohort. Judge it with gross-margin LTV and payback—not leads, sitewide averages, or a universal 3:1 slogan.
Agricultural spraying is the one drone application whose unit economics are fully transparent: the billing unit is the fen (about 970 m²), rates run NT$150–300, spraying one fen takes about two minutes, equipment costs NT$300–500k, and even the substitute's price is public (manual spraying, roughly NT$200 per fen). And precisely because anyone can run the arithmetic, everyone did — operators who entered in 2018 sprayed over a thousand hectares a year and cleared over a million; later entrants broke even after two or three years and quit. Licensed operators charge NT$300 per fen; unlicensed ones undercut to NT$150. This is the industry cycle in miniature, compressed into about six years.
I assumed inspection was blocked by beyond-visual-line-of-sight rules the way logistics is. It isn't. Bridge, transmission tower, and high-speed rail viaduct inspection are all running with hard numbers: one bridge went from 8 inspectors, 4 vehicles and 2 days to 5 people, 1 vehicle and half a day with no traffic control at all, at 60% of conventional cost; high-speed rail crews covered at most 700 metres a day on foot and now save 3–5x; a private power plant cut headcount by three quarters and cost by half with no outage required. The reason is that all of these are segmented, fixed-point tasks completable within visual line of sight. What BVLOS actually blocks is continuous long-range routes, not 'inspection' as a category.
I assumed Taiwan had no real drone logistics because it has no BVLOS framework. Wrong: the CAA has approved 10 cases across 24 flight corridors, and the Institute of Transportation has run a six-year PoC → PoS → PoB path since 2020, entering commercial validation in 2025. The way it routes around regulation is the mirror image of inspection — inspection cuts work down to within visual line of sight, logistics gets corridors approved one at a time. And its value isn't being cheaper than a boat: during the typhoon sailing suspensions at Liuqiu, a drone made the crossing in a bit over ten minutes, which is what you have when the boats don't run.
Agricultural spraying runs NT$150–300 per fen, computable to the decimal. Search and rescue has no such number, because a life recovered has no price. That difference determines two things: first, the specification is written by terrain rather than performance — the defining feature of Taiwan's fire agency drones is that they do NOT depend on GPS, because mountain signal drops and they must thread through trees; second, when the legislature moved to cut the budget, the ministry could only point to one man pulled from a flooded river in June. Defending a budget with an anecdote is fragile, and this application has no better weapon.