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.
More from Embodied
- Agricultural Robots on Display Including Autonomous Carts — DynamicWebPaige · 2026-08-26
- CoreWeave Powers Physical AI for Wayve, Decart, NEURA, and Nissan — wandb · 2026-08-26
- GeneralistAI demonstrates GEN-1.5 physical prompt steerability — E0M · 2026-08-26
- Zhiyuan Robotics Wins 18 Golds at Humanoid Robot Olympics — 智东西 · 2026-08-26
- LimX Demonstrates Dual-Arm Mobile Manipulation Robot for Pharmacy Tasks — chris_j_paxton · 2026-08-26
- Movie Scene Validates Facial ID Auth in Humanoid Robots — chrismatthieu · 2026-08-26