ARK Invest(@ARKInvest):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 ⬇️

2026.08.26 14:49

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 ⬇️