Have followed @Keller & @zipline since 2017. Back then Zipline was the first real attempt of cracking drone delivery while it was illegal in most countries. Congratulations for taking drone delivery to mainstream.
Today, Zipline raised $1.5b at a $21.5b valuation.
When we started Zipline, flying autonomously in the US was illegal. Which made it really hard to convince investors to give us money! But we were too naive to think that meant we shouldn’t try.
We started the company on a cow farm. We worked out of run-down construction trailers so that we could keep engineering, manufacturing, and flight test all unified and in one place. Hiring people from normal companies like Google was hard because we didn’t have a cafe or laundry service. But enough risk takers and rebels wanted to go on an insane adventure with us. They became the early team.
We decided to launch in smaller countries and focus on life-saving use cases. We hired incredible entrepreneurs and operators in Rwanda, Ghana, Cote D’Ivoire, and other countries. For eight years, Zipline expanded our service across Africa, serving thousands of hospitals and health facilities and reducing maternal mortality by 51%. Today, the network saves over 14k lives every year and is cash flow positive.
Last year, Zipline launched at scale in the US and the service exploded. We grew flight volumes about 100x over the last 18 months, and now make more than a million deliveries a year per metro. We’re now expanding with our partners to millions of deliveries per day. Normal families love having access to anything they need in 10-20 minutes, no matter where they live. Spend more time with loved ones and less time worrying about errands.
Zipline builds drone delivery that is silent and safe. No one wants to hear an extremely loud “swarm of bees” delivering to their backyard or their neighbor’s. Automated delivery needs to be insanely quiet, which guided the overall architecture of our technology delivering from 330 ft in the air. We are 6 times quieter than the closest competitor during delivery. Zipline also now has over 150m commercial autonomous miles (10x the rest of the industry combined) and no safety incidents. Neighborhoods should demand silent and safe delivery!
Today, Zipline is announcing two things. First, we just signed the largest autonomous vehicle contract in human history to expand automated delivery nationally with Walmart, our first and biggest partner in the US. We’re starting by scaling to 300 supercenters throughout the country. Second, we’ve raised $1.5b at a $21.5b valuation from existing and new investors, led by Paradigm, WCM, and Layer.
Zipline was a hard company to believe in for the first ten years of our history. Investors didn’t think the company was “investable”. Most people didn’t even think Zipline was an economic venture. Thanks to those who have rooted for us along the way. To all of the tens of millions of customers and families who rely on Zipline day in and day out: thank you for helping us build the future. Zipline has grown more than @ryanzip, @keenanwyrobek, I, and all others at the company could have imagined.
There is a big opportunity to build a new layer of infrastructure for humanity over the coming years. We want to approximate teleportation. We can build a logistics network that connects and serves all people on earth. We can free human flourishing from the choking constraint of traffic and roads. There are no roads where we’re going. 🚀🌎
Without a real customer intent, does it even matter how cool the launch video is for a company trying to build hard tech
Anshul Sharma retweeted
So much nonsense in the VC world. Seed rounds as call options, VCs dissing on their own portfolio CEOs, pro-rata arguments between small and big investors and the founders, VCs investing in competitive companies…
…got me thinking about the investor landscape in a different way. It is not just about being founder friendly or not founder friendly. It is more than that. There are wartime investors and there are peacetime investors. And I believe founders should find their wartime investors early, and keep them close.
open.substack.com/pub/redgla…
Valid for all stakeholders
Actually the chronically negative you can identify in hiring and avoid
The real damage to startups is done by 'Smart Skeptics'
Who are smart, sound even smarter than they are, are great at raising objections, can hold great intellectual conversations, have a lot of anecdotal evidence about everything.
But can't execute/move metrics/ solve hard problems even if their life depended on it, because they are skeptical about everything.
And they dissuade the believers as well.
Avoid them like a plague
I've followed the space of autonomous transportation since a while now.
Tesla Cybercab has cracked all 3 things together:
- Lowest capex
- Highest autonomous data
- Automated maintenance & cleaning for fleet
It's the first product to deliver lowest cost/ride landed. #PMF
Anshul Sharma retweeted
Honoured to have Hon'ble CM @ncbn garu visit the ASR healthcare drone pilot. Grateful to @UPS @UPS_Foundation @satyakumar_y, @ArogyaAndhra and @ASRDistrict for their continued support.
Progress so far: 24,500+ people reached | 71,000+ km
సాంకేతికత ప్రజల జీవితాలను మార్చినప్పుడే దానికి సార్దకత. రహదారి సౌకర్యాలు పరిమితంగా ఉన్న మారుమూల ప్రాంతాల నుంచి డ్రోన్ల ద్వారా రక్త నమూనాలు సేకరించడం, ఔషధాలను వేగంగా చేరవేయడం వైద్య సేవల్లో విప్లవాత్మక మార్పులు తెస్తుంది. రాష్ట్రంలోని ఏజెన్సీ ప్రాంతాల్లో అత్యవసర చికిత్స కోసం అవసరమైన మందులు, సామగ్రిని తరలించేందుకు తలపెట్టిన డ్రోన్ ప్రాజెక్టును పరిశీలించాను. ప్రాథమిక ఆరోగ్య కేంద్రాలతో జిల్లా ఆస్పత్రులు, వైద్య విభాగాలను అనుసంధానించేలా ఈ వ్యవస్థ సమర్ధంగా పనిచేస్తుంది. దీనిని మరింత వ్యవస్థీకృతం చేయడం ద్వారా అత్యుత్తమ ఫలితాలు సాధిస్తాం. మారుమూల ప్రాంతంలో ఉన్న ప్రతి పౌరుడికీ నాణ్యమైన వైద్యం అందించడమే మా ప్రభుత్వ లక్ష్యం. టెక్నాలజీతో ఆరోగ్య సేవలను మరింత వేగవంతం చేసి, ప్రజల ప్రాణాలను కాపాడే వ్యవస్థలను బలోపేతం చేస్తాం.
Anshul Sharma retweeted
In india , the experience less, strategy less crowd with no clue of how to build ventures forms nearly 90% of the VC ecosystem.
There are many problem statements to solve in the world, a small sub set of them are entrepreneurial problem statements, even a minuter set are venture problem statements.
Art of venture building is lesser known. In a low interest rate free money world, easy for early conviction and cheer leading behaviour to become what founders gravitate to.
For founders who want to build generational cos however it is critical to get the right people for building on their cap table.
But hey, who am I to say this. I don’t do vibe conviction investing and cheer leading and podcast/X regurgitation. Just have 5 venture journeys behind me. Clearly bound to be biased.
As an near outsider in this world of venture my last 5 years are best described as one of my favourite Sting song:
“I don't drink coffee, I take tea, my dear
I like my toast done on one side
And you can hear it in my accent when I talk
I'm an Englishman in New York”
Doug Leone says 30% of VCs are incompetent, 40% do nothing, and less than 30% know what they’re doing
"I’ve said this before and I’ve taken sh*t for it, out of 10 venture folks, maybe 30% are incompetent. They don't know what they're doing.”
“Another 40%, I call them no-ops. No damage, no anything. They nod with the group."
"Maybe fewer than 30%, maybe 20% know what they're doing.”
“The other overlay is managing their status in the firm. I need a win, I need an exit, what's my partner going to say? So you don't really have the board member there. You have the shadow, you have the interpreter of what they think the board wants.”
"If you take a combination of lack of experience, duplicated domain, covers your ass with the partnership and incompetence, that's the worst of all kind. Completely f*cking clueless. To a damaging stage."
Anshul Sharma retweeted
Last week, Zipline and Uber announced a partnership targeting one million drone deliveries per day by the end of 2029.
DoorDash, the largest food delivery platform by volume, is taking a different approach and building its own drone platform, DoorDash Air.
Separately, Amazon’s drone delivery service plans to reach nearly 500 cities and towns by the end of 2026.
Manna launched in Tulsa, Oklahoma and Walmart is targeting more than 270 drone delivery locations in 2027.
ARK’s research suggests that drone delivery at scale could cut last-mile costs by more than 90%.
@TashaARK and @DMaguireARK on what all of this could mean for the addressable market in this week's newsletter ⬇️
Manipal is the best time. Travelled 3 countries, met my co-founder & did real world research on drones & autonomy.
The “Manipal Mafia” runs deep 👀
From Satya Nadella to a growing network of founders, operators and builders, @saxenasaheb shares why Manipal has produced so many entrepreneurial success stories.
“I generally feel like people from the Manipal network are, to some degree of entrepreneurship from the very beginning because you’re constantly bringing people together.
It’s a weird environment to live in, in a student town, and it shapes you in a particular way.”
Anshul Sharma retweeted
Zipline is the future of all instant delivery. Everyone else is just catching up to this fact.
1st time that an eVTOL platform has been able to add a drone portfolio successfully. Many air taxi companies have tried to build drones themselves, but Archer's playbook of M&A & co-building these platforms has been the winner. Congrats @adamgoldstein13
Today, we announced a watershed deal to acquire three companies from @Boeing, @WiskAero , @Insitu_Inc, and @skygridai, in exchange for Boeing taking a strategic equity stake in @flyarcher and collaborating with us. After closing, our product portfolio will span piloted air taxis, unmanned aircraft systems (UAS) in Groups 2 through 5, purpose-built AI for aviation, and the vertical technology stack for autonomous flight.
The mission is even bigger now. It’s time to build.
archer.com/news/archer-to-sh…
Anshul Sharma retweeted
Underrated life skill: Letting today be today. Stop dragging yesterday into it and stop borrowing stress from tomorrow. Handle what's in front of you. You'll be surprised how much lighter life feels when you carry one day at a time.
Anshul Sharma retweeted
Difficulty Levels of Startups:
Insane: Robotics
Hard: Hardware
Medium: Consumer Software
Easy: B2B SaaS
This marks the completion of the entire drone delivery infrastructure. Automating pick-ups at business locations have been the holy grail in unit economics & scalability of drone delivery. It's now cheaper both on direct costs & indirect costs for drone delivery.
Anshul Sharma retweeted
Today we’re launching Nometria!
Vibe coding made building apps easy.
But getting them to production is still broken.
We fix that.
Nometria lets you deploy vibe coded apps to production grade infrastructure in one click.
100+ apps already live.
Customers are already launching faster and closing enterprise deals.
If you built it, you should be able to ship it - nometria.com – at San Francisco, CA
Waymo's graph from 2010 till 2026 is a perfect J-curve.
Waymo’s skyrocketing ridership in one chart techcrunch.com/2026/03/27/wa…
People should include in their profiles 1 liner on self interest items to unlock more trust since everyone posts what perspective serves them best. Will save on cognition to find this out for the reader.



























