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drone delivery

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 20, 2024 by David Friedberg · across every show →

Everything said about drone delivery, oldest first

Dec 20, 2024 bullish
Assertion Contradicted
Friedberg: China's drone delivery market reaches $30 billion annually
“The drone delivery business in China is already thirty billion dollars a year”
David Friedberg Dec 20, 2024 ▶ 50:52 DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
Sep 17, 2025 bullish
Prediction Not checkable as stated
Robots and drones could eventually cover over 50% of Uber's delivery market
“Those two together we think can cover 50 plus percent of our delivery TAM, so to speak.”
Dara Khosrowshahi Sep 17, 2025 ▶ 15:31 Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
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