The speaker expresses concern over drones spotted in New Jersey, questioning whether they belong to the U.S. government or another entity. If they are not U.S. drones, it raises questions about national security and competence. The speaker recalls a previous incident involving a Chinese spy balloon that traversed the U.S. from Washington to South Carolina. The U.S. government allowed it to remain airborne to hack into it and gather intelligence on Chinese operations, which turned out to be beneficial. The speaker hopes for a similarly competent explanation for the current drone situation. They also comment on the mix of competence within government agencies, noting that while there are some highly skilled individuals, many are perceived as incompetent. The speaker expresses hope that the drones are U.S.-owned, as the alternative would be concerning.