00:57:39 · Max Siegelman, Keller Cliffton, Jordi Hays, John Coogan, Rahul Sonwalkar
[00:57:39] S5: Let me try [00:57:40] S3: to turn the phone here. All of these sub assembly stations are where we're building. You you can see motors here, latch assemblies. These are all basically feeding the main line. Team's on lunch break right now. Yeah. But the vehicles are flowing down this line. You can see, you know, parallel tubes, ruddervaders. There are 43 major sub assemblies on the aircraft, 700 main components. [00:58:07] S2: Love how you could be just making up random words right now. Yeah. [00:58:11] S1: Show us the turbo incabulator. Where's the turbo incabulator? [00:58:14] S2: The discombobulator. The discombobulator. [00:58:20] S3: Yeah. Maybe I will maybe I will just troll you guys next time. [00:58:23] S1: Yeah. You something gotta in to let people know. For the real heads, they'll be like, wow, these two guys really... [00:58:30] S6: I knew they [00:58:30] S2: were non technical. [00:58:31] S1: This is my Dunning-Kruger moment. Gell-Mann. Exactly. Right. Yeah. So [00:58:36] S3: so this this used to be like the entire space and now this is a quarter of this space. [00:58:40] S2: Wow. So [00:58:42] S3: yeah. This is the this is the what we're moving into. Yeah. And so this is Bay 2. It's Bay 12, and then Bay 3 And 4 are through there. I'll show you guys battery manufacturing, but it's gonna take me a minute to walk over there. [00:58:56] S1: Is this in Texas? [00:58:58] S3: No. This is all right next to SFO. [00:59:00] S1: Oh, it's next to SFO. Okay. [00:59:01] S2: That's right. [00:59:02] S1: But you are delivering Yeah. In
00:59:02 · John Coogan, Keller Cliffton
[00:59:02] S1: But you are delivering Yeah. In [00:59:06] S3: Exactly. Most of our commercial operations today are in Texas. [00:59:09] S1: Yeah. Yeah. [00:59:10] S3: Cool. But we... Yeah. The factory is right here next to headquarters, and we have a thousand people across avionics, aerodynamics, mechanical engineering, firmware, software Wow. Autonomy, building all the different systems that are that are required to kind of operate these... The service at scale. We... Yesterday, we announced a $1,500,000,000 financing at a $21,500,000,000 valuation. [00:59:37] S1: Okay. Congratulations. Yeah. You're backing up the truck. [00:59:43] S3: Yeah. We we we also announced that we're expanding nationally with Walmart, starting with 300 supercenters in the largest autonomous vehicle contract in human history. [00:59:53] S1: Wow. [00:59:54] S3: So, you know, it's kinda cool. You know, I I I was posting on X yesterday. [00:59:58] S1: Yeah.
00:59:58 · John Coogan, Keller Cliffton, Jordi Hays
[00:59:58] S1: Yeah. [00:59:58] S3: You know, for the first three or four years of Zipline's history, people didn't even think we were like an economic venture, you know? Like, we were we were operating in Africa, delivering platelets and blood transfusions. And I think that, you know, in retrospect, it was helpful that we got all that experience spending a decade getting to operate outside The US, figuring out how to make these kinds of systems reliable, safe, unit economic. But, know, now that the system is scaling everywhere, it's just becoming obvious this is gonna be one of the biggest industries in the world. Automated logistics is gonna have a big impact on. This is the battery manufacturing. We used to do this with a supplier, but this is this is now... It's a little bit of bummer we're doing because it'd be cooler for you guys to see the teams here. But this is where we're building the batteries on the Zip as well as on the Droid. Those are Droid batteries there. We're doing all the battery welding back here. We bought these machines on eBay. We had a supplier who was doing this for us in San Jose, and they kinda shit the bed. And so, you know, we just very quickly decided, like, alright, like we'll buy some machines on eBay and do it here [01:01:00] S2: ourselves. Do it [01:01:01] S1: We'll do That's it great. What's the biggest driver of Walmart adoption? Is it is it like food or medicines or toilet paper? Like what what are people actually buying? Like what's the... What's the power loss skew?
01:01:01 · John Coogan, Keller Cliffton, D.A. Wallach, Jordi Hays
[01:01:01] S1: We'll do That's it great. What's the biggest driver of Walmart adoption? Is it is it like food or medicines or toilet paper? Like what what are people actually buying? Like what's the... What's the power loss skew? [01:01:20] S3: So the crazy thing is like we had no idea if this was going to work at all Yeah. [01:01:24] S1: When we [01:01:24] S3: were launching the service on January fifteenth of last year. Yeah. We deliver 90,000 of the a 100,000 SKUs in a super center. [01:01:31] S1: So... [01:01:32] S3: So we deliver two rotisserie chickens [01:01:34] S1: Yeah. [01:01:35] S3: Birthday cakes, you know, 36 eggs. [01:01:37] S0: Birthday cakes. [01:01:37] S3: My my girls [01:01:41] S1: Yeah. [01:01:41] S3: No. But keep in mind like we're we're delivering super gently like into your backyard. You know, customers order attachment pieces for garden hoses. We deliver prescriptions. [01:01:51] S0: So you [01:01:51] S3: can get almost everything delivered in this way. [01:01:53] S1: Yeah. [01:01:53] S3: It's hugely popular with college students. Sure. You know, I posted a couple weeks ago a video of a bunch of college students having like a pool party on the 7th Floor of an apartment building You ain't doing and they just have zipline delivering directly next to the pool. [01:02:08] S2: Feel like I feel like it's very natural, you know, growing up playing Call of Duty, I'm very very, you know, used to just calling in... [01:02:15] S1: An air strike. [01:02:16] S2: Not air strike. But, you know, [01:02:17] S3: your drone your drone supply drop.
01:02:17 · Keller Cliffton, John Coogan, Jordi Hays
[01:02:17] S3: your drone your drone supply drop. [01:02:19] S1: Yeah. Yeah. Supply drop. Yeah. [01:02:21] S2: Yeah. Exactly.... Way that I bought things. [01:02:26] S1: Oh, yeah. In the virtual economy essentially. Yeah. You trained in simulation for years to prepare yourself for zip line. That makes sense. [01:02:34] S3: But by the but by the way, like hugely popular with college students who, know, a lot of times they may not, you know, they're living on the apps, may not even own a car. Yeah. Also hugely popular with nursing homes. Like, I would not have thought these would be, you know, early adopters, but all of these grandmas and grandpas are super comfortable with like Apple Pay and Face ID, and it's huge, man. Like, in these nursing homes, lot of these folks are not that mobile. It's a really big deal to get whatever you want delivered in five to ten minutes. It's also really popular with young parents who Yeah. [01:03:03] S1: You if [01:03:03] S3: got a sick kid at 2AM, and you need to order something, being able to, again, get something delivered in ten minutes is is a [01:03:08] S2: big deal. Yeah. This is saying tactical birthday cake deployed and tactical chipotle tactical Chipotle inbound. Inbound. [01:03:17] S3: Yeah. Exactly. Exactly. But I mean, you you guys should come visit in person sometime Yeah. But this is just giving you an example. [01:03:23] S2: Yeah. I didn't realize you're right at SFO. Were It's so easy. We had... We were there and back Yeah. And look, this
01:03:23 · Jordi Hays, Keller Cliffton, John Coogan
[01:03:23] S2: Yeah. I didn't realize you're right at SFO. Were It's so easy. We had... We were there and back Yeah. And look, this [01:03:28] S3: is this is this is a livestream of a site. So this is Rowlett, Texas. You can see all the aircraft on the sky map. So there's one, two, three, four, five, six, or seven deliveries happening Wow. Simultaneously This delivery just came in. It was just routed. See an aircraft picking up from a business here, delivering down to this home. Oh, look you guys, can you see this? I'm gonna pull it still. Do you see the zip landing there in the back? Oh. [01:03:51] S2: That's all... Wow. That's crazy.... [01:03:54] S3: Video. It also looks like this zip is pre flight... Oh, yep. [01:03:58] S1: That's really [01:03:58] S3: cool. Aircraft coming in to land. Can you [01:04:00] S1: see it? [01:04:01] S3: Sure Sure. It's not great. But... Yeah. Exactly. So anyway, you know, this system operates from 6AM to 11PM, seven days a week, every single day of the year including Christmas and New Year's. Oh, look, you guys see a zip? Actually, looks like you guys are gonna see multiple zips taking off here to go make deliveries. You see the zip taking off Wow. Yeah. So this is just constantly... Oh, see the second zip taking off? [01:04:26] S1: Oh, yeah. This is [01:04:26] S3: not planned. This is not planned, you guys. [01:04:28] S1: That's Just, [01:04:29] S3: you know, giving you a sense for like how busy these sites are [01:04:32] S1: That's amazing. As they're [01:04:32] S2: delivering. So crazy. Yeah. Just because Yeah.