Dallas
3 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2026 by Keller Rinaudo Cliffton · said 11 times in 7 episodes since 2025 · across every show →
Mentions by year
brought up most by Keller Rinaudo Cliffton (4), Justin White (2), Justin Lopas (2), Keith Rabois (1), Kaz Nejatian (1), Art Levy (1)
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2026 7 mentions in 4 episodes 2 per episode
- Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- Inside the Factory Behind Base Power's $1B Series D
- Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian · Sourcery with Molly O'Shea
- Inside Zipline’s Factory: The World’s Largest Drone Delivery Network · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 4 mentions in 3 episodes 1 per episode
- Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- Keith Rabois on Opendoor ($OPEN) Activist Turnaround · Sourcery with Molly O'Shea
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Dallas, oldest first
Jan 21, 2026 bullish
Cliffton: Zipline's Dallas ordering rates imply 50B US deliveries annually
“The crazy thing is that the data that Zipline is currently seeing in Dallas, that the frequency of customer ordering, if you were to apply that just to the rest of the US, there would be fifty billion instant deliveries happening in the US every year.”
Jan 21, 2026