I do think that they're making a mistake by considering drones as ammunition rather than as ammunition delivery vehicles. Because the next phase of the conflict, after both sides have a million drones, comes down to who has better software. If one side has a million drones and the other side is stuck with traditional military hardware like tanks and helicopters and fighter jets, the side with a million drones wins, just like how in WW2, if one side had an aircraft carrier and the other side had a fleet of battleships, the aircraft carrier won. But as soon as both sides started having aircraft carriers, things like the quality of the pilots and planes started mattering. Same here - once you have drone parity, the side with the better software wins.