Zipline-Uber target 1M drone deliveries a day by 2029; ARK says last-mile cost could fall 90%
DMaguireARK · x · 2026-08-26
ARK Invest's weekly newsletter maps the US drone delivery race: Zipline and Uber are partnering to reach one million drone deliveries per day by end of 2029; DoorDash is building its own platform, DoorDash Air; Amazon plans nearly 500 cities and towns by end of 2026; Manna launched in Tulsa and Walmart targets 270+ drone delivery locations in 2027.
ARK's research suggests drone delivery at scale could cut last-mile costs by more than 90%. The newsletter also covers OpenAI's growth ahead of its IPO and Moderna/Merck's personalized cancer vaccine progress.
Related event: Zipline and Uber Aim for One Million Drone Deliveries Per Day(2 posts)→
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