Zipline

18 statements across 1 episodes · 9 bullish · 2 bearish · 1 people on the record · first statement May 10, 2023 by Keller Rinaudo Cliffton · said 38 times in 2 episodes since 2023 · across every show →

Mentions by year

brought up most by Sarah Guo (21), Keller Rinaudo Cliffton (17)

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Everything said about Zipline, oldest first

May 10, 2023
Assertion Not checkable as stated
Zipline aggressively reduced its aircraft fastener types from 43 to two
“43 different kinds of fasteners in the first design of the aircraft. Today's aircraft has two total kinds of fasteners in the airplane.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 20:31 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 positive
Assertion Not checkable as stated
Zipline is gross margin profitable at almost all of its distribution centers
“You know, we make money in all of these countries. It is gross margin profitable at almost all of our distribution centers.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 49:22 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023
Assertion Supported
Rwanda contracted Zipline to deliver blood to 21 local hospitals
“So the government ended up signing a contract with us to deliver blood to 21 hospitals.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 8:56 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 bearish
Assertion Not checkable as stated
Drone delivery competitors have spent billions without serving a single customer
“There are other companies in, you know, the drone delivery industry that I think have taken more of a moonshot approach and they've spent billions of dollars and have not served a single customer yet.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 26:35 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 positive
Opinion
Autonomous flight is 1,000 times easier than autonomous road driving
“The self-driving problem in the air is way easier than the self-driving problem on roads. Like people might have this sense that, oh, you know, airplanes even harder than cars. Actually, definitely not like a thousand times easier.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 24:11 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023
Assertion Not checkable as stated
Healthcare logistics makes up the majority of Zipline's global deliveries
“I mean, Zipline, you know, healthcare logistics today is still our bread and butter. It's the majority of the deliveries that we do globally.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 7:39 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 neutral
Assertion Not checkable as stated
Zipline can turnaround and relaunch a delivery drone in two minutes
“We can swap batteries and we can have the aircraft back in the air about two minutes later.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 12:35 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 bullish
Prediction Didn’t hold up
Zipline is projected to increase its flight volume by 400% in 2023
“We're going to increase you know, total flight volume by 400% in 2023 based just on contracts that are already signed. So that means we'll do about two times as many autonomous deliveries in 2023 as we've done in the history of the company since its founding.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 42:50 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 positive
Assertion Supported
The government of Rwanda is a major shareholder in Zipline
“Rwanda Made, I think what's the largest investment into any private company the country has made into Zipline. So is now is now a shareholder in the company.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 36:50 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 neutral
Opinion
Zipline's survival depended on partnering with fast, agile foreign governments
“I do think Zipline's survival depended on finding a partner that would move equally fast and be equally agile.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 37:27 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 bullish
Assertion Supported
Zipline signed a $61 million nationwide medical delivery contract with Rwanda
“Just a couple of weeks ago, we announced this new national scale partnership that we signed with the government. It's a sixty one million dollar partnership. Zipline is now delivering all medical products to every hospital and health facility in the country. A…”
Keller Rinaudo Cliffton May 10, 2023 ▶ 36:03 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 bullish
Assertion Supported
Some Zipline distribution centers complete over 300 autonomous deliveries daily
“We have distribution centers doing north of 300 deliveries a day.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 12:48 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023
Assertion Supported
Onboarding Zipline's first Rwandan hospital took nine months instead of two weeks
“For the first nine months, we only served one hospital, not 21. You know, we were wise enough to say, well, we're going to onboard the first hospital and make sure it's working reliably for that hospital before we try to do more. We thought that was going to t…”
Keller Rinaudo Cliffton May 10, 2023 ▶ 16:29 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 neutral
Assertion Supported
Zipline currently serves 3,000 hospitals and health facilities globally
“So today we serve 3000 hospitals and health facilities across the world.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 11:05 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 negative
Insight
The robotic vehicle itself is only 15% of autonomous delivery complexity
“The vehicle is only like, 15% of the complexity of the solution here. This is, by the way, a problem Or a realization that I think most robotics and autonomy companies have not yet had. Like you don't really realize it until you start trying to serve customers…”
Keller Rinaudo Cliffton May 10, 2023 ▶ 14:15 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 bullish
Assertion Not checkable as stated
Zipline operates at 100 times the scale of its closest competitor
“Zipline is at a scale now that is, you know, a hundred times the next closest player.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 30:58 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 bullish
Assertion Not checkable as stated
Zipline operates the world's largest commercial autonomous system of any kind
“Today where it's the largest commercial autonomous system on earth of any kind.”
Keller Rinaudo Cliffton May 10, 2023 ▶ 13:06 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
May 10, 2023 positive
Assertion Supported
Zipline's acoustic system identifies plane models to actively deconflict airspace
“We rolled the hardware into full production and then, you know, we, Turned it on in shadow mode across a lot of the countries where we operate. And we've now gotten active permission from regulators and are actually flying using it where it can now control the…”
Keller Rinaudo Cliffton May 10, 2023 ▶ 33:13 No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
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