Drone Delivery: The Future of Last Mile Delivery
Recent announcements from Zipline and Wing are making it easier to imagine a future where drone delivery is the norm. Read this blog to learn more about how it could unfold.
Tasha Keeney
Director of Investment Analysis & Institutional Strategies @ARKInvest. Also cover things that fly, roll, and manufacture. Disclosure https://t.co/CfmviBEuqw
-
1/ Drone delivery is having a moment. In 2015, I estimated that Amazon could deliver a package in less than 30 minutes for <$1. https://t.co/UBVK3H58jL
— Tasha Keeney (@TashaARK) March 29, 2023 -
2/ Since then, I've updated that work and estimated the market potential of both meal and parcel delivery. All in all, I think this could be a $1-2T market. pic.twitter.com/NkhgmuLmfG
— Tasha Keeney (@TashaARK) March 29, 2023 -
3/ In reality, drones should have many many use cases. I chose these two markets because they might have the largest potential in terms of volume and dollars, but drones could be used for imaging, inspection, and delivery of medical supplies much like @zipline does now.
— Tasha Keeney (@TashaARK) March 29, 2023 -
4/ That's why recent announcements from @zipline and @wing are so exciting - we're seeing more of the details around how last mile drone package delivery in the US could unfold. https://t.co/Q3ApHVsQNS
— Tasha Keeney (@TashaARK) March 29, 2023 -
5/ And similar to autonomous cars, its already happening! Zipline has flown over 40 million miles autonomously. That's probably pretty valuable data to show to regulators to say "hey! this works!"
— Tasha Keeney (@TashaARK) March 29, 2023 -
6/ Couple autonomous logistics with ChatGPT on the front end and you could really throw gas on the e-commerce bonfire. Except in this case its all electric🔋and might have less packaging.
— Tasha Keeney (@TashaARK) March 29, 2023