Zipline

“The whole idea was we're going to go out to Rwanda. We're going to prove out that we can do this. And then we can bring back all of the safety records to the U S and eventually be allowed to fly in the U S which is what has happened now.”

“Zipline, they started out with this idea of building a mobile platform for robotics where the iPhone was going to be the brains. And what they ended up with was what Keller would say was kind of like a toy and people would play with it. They had fun with it. A…”

“Zipline works with amazing global brands like Walmart, Chipotle, Sweetgreen, Mendocino Farms, Wendy's, Buffalo Wild Wings, many, many others. We all also this year are launching our healthcare business in the US. We're partnered with folks like Cleveland Clini…”

“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.”

“Of all of the deliveries that we've done in the United States, more than half of them were done in the last 30 days.”

“Zipline has now crossed a hundred and forty million commercial autonomous miles, which makes it the largest commercial autonomous system on earth, ground or air.”

“Has wound up being one of the biggest markets on Earth that means that, You know, we suddenly have a company that you know, is highly valued by investors and has a pretty much like straight and obvious path to becoming a trillion dollar.”

“The countries themselves are committing an overwhelming majority of the CapEx and OpEx to make this happen. So the U.S. Is, like, incentivizing it and subsidizing it and accelerating it, but the countries themselves are putting, you know, they're putting their…”

“Outside the US, we operate 24 seven. We expect to soon be operating 24 seven in the US. These kinds of systems are gonna feel more like the internet than like UPS.”

“That aircraft is, like, tremendous performance improvements relative to the last version. It will last several multiples longer in terms of total lifetime cycles. It's also half the cost. Relative to the aircraft that we were building last year.”

“Generally you want engineering and manufacturing co-located. You need manufacturing engineers, mechanical engineers, even software engineers to be able to sit on the line with the manufacturing team to make sure that you're actually building a good product, an…”

“After, you know, achieving over a hundred million commercial autonomous miles with zero safety incidents, we were able to bring that data to the FAA and get unprecedented regulatory approvals in the U.S.”

“And so we have, you know, I visited a grandma in Dallas a couple weeks ago who's ordered from Zipline 350 times in the last year.”

“When we were originally, you know, building the company, we wanted engineering, manufacturing, and flight test to all be in the same place. And so we ended up renting a huge amount of land which was like an active cattle ranch. And we ended up building our ori…”

“That's exactly how we describe this product to hospital systems that we're working with. Because they used to have those systems, and they would basically walk to a wall, they'd put something, and they'd stick it in a tube, and it'd instantly be teleported som…”

“We're gonna go from serving about 5000 hospitals and health facilities To over 20,000 hospitals and health facilities in the next 18 months.”

“Right now we are launching new generations of aircraft every nine to 12 months.”

“The company saves about 17,000 lives a year, and the majority of those are moms and kids. You know, when you look at the statistics, we've been able to reduce maternal mortality by 51% or more in a lot of the countries that we operate by making a lot of produc…”

“So that grew really fast, and we're expecting that business to grow by more than 10 X this year again.”

“The vast majority of people signing up and, ah, receiving those prescriptions had never placed a, ah, prescription with that pharmacy before.”

“We now deliver almost a 100,000 SKUs for a Walmart Supercenter of I think the a 110 to a 120,000 total SKUs in that store.”

“The largest investors in this round were Fidelity Capital Group Bailey Gifford Valor, and Tiger.”

“We need to prepare for actually 10 times the size of the mark, the total instant delivery market today. We actually think that the total size of that market is 10 times what we're observing today.”

“You know, Zipline is gonna scale to a million deliveries a day over the next couple years, and that is gonna require us to continue that rate of, like, 15% week-over-week growth for another several years straight, and that's so we're not currently looking to, …”

“Yeah, it's true that we had to basically like shut off all marketing. That happened in like June or July.”

“We had almost no operations in the U.S. At the beginning of last year, and we have now expanded to the point where Zipline actually does more deliveries in the U.S. Than it does in the rest of the world combined.”

“When it comes to aviation, aerospace, there aren't that many companies to look up to, unfortunately. Like most of these companies are, have really bad cultures.”

“We've just had this really clear conviction that automated logistics is inevitable, and that someone's going to build one of the biggest companies on Earth, focusing on making logistics universally accessible to everyone.”

“We're launching Houston and then Phoenix over the next three to four months, and then we're going to begin launching multiple metros every quarter thereafter.”

“Yeah, I mean, you know, we, Zipline just closed over six hundred twenty-five million dollars which is going to accelerate our expansion both in the United States and outside the US.”

“We're just about to cross two million total deliveries. Yeah, that'll probably happen in the next three or four days.”

“All of Zipline's manufacturing software system is also gulf on scratch by Zipline.”

“Yeah, a lot of the powertrain teams are designing everything from battery management systems to the flight computer to the power distribution boards and we actually design the electric motors from scratch.”

“So, you know, it took us it took us, I think, about a 110 days to get our first site to a hundred deliveries a day. We now have sites that hit a hundred deliveries a day in two days.”

“We've just been approved by the FAA to now fly one human to 30 aircraft.”

“We're operating sites about 17 hours a day. We're soon gonna transition into 20, 24 seven.”

“In some cities we have over 50% of homes ordering from Zipline.”

“Right now, we are like severely supply constrained, you know, we need people only ordering what they definitely need, because right now the system is struggling to keep up with demand.”

“It's kind of insane, you know, just getting to watch, like, the CCTV, and by the way, the system's growing 15% week over week, so it's, you know,”

“You know, Zipline has a hundred and forty million commercial autonomous miles with zero safety incidents.”

“Zipline is about 1300 people. We're about 800 people in the U.S., and more than half of those people are engineers.”

“Zipline is now operating about 20 sites in Dallas alone.”

“You're, like, descending this massive octocopter of, you know, sounds like a lawnmower of death to within, like, you know, 20 feet of you. It's like, you know, you're like, it's incredibly loud, incredibly scary. It's actually super dangerous to have an aircra…”

“This is one of the reasons we've been able to turn off all started, because this is viral. It makes for really good TikTok content.”