The speaker presents a theory that the US is facing significant regulatory hurdles in the commercial drone sector, which is hindering its growth compared to China. In China, the drone delivery business is already valued at $30 billion annually, and they are advancing rapidly with flying cars, expecting 100,000 by 2030. These innovations offer substantial efficiency gains, such as delivering food to tourists on the Great Wall. In contrast, the US's progress is stalled due to regulatory restrictions. The speaker suggests that these restrictions might be influenced by external forces aiming to slow down the US economy by stoking fear and resistance to drone technology. This could lead to increased regulatory measures, further delaying the industry's development.