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.
01:04:32 · Jordi Hays, Keller Cliffton, Max Siegelman, Rahul Sonwalkar, John Coogan
[01:04:32] S2: delivering. So crazy. Yeah. Just because Yeah. [01:04:35] S3: Because Yeah. All real. [01:04:36] S2: By the [01:04:36] S5: way You would just imagine [01:04:37] S6: 30 this five [01:04:37] S3: sites. That's one of 35 sites in The US. Like that's just one site, know. We're building 20 sites per metro doing a million deliveries per metro per year right now. [01:04:46] S1: Yeah. Yeah. [01:04:48] S2: So insane that this is what... I mean, how many times has this been depicted in like science fiction? Yeah. And like your own mind and everyone like everyone has just had this idea that this is this sort of inevitable future and yet like I love how open you are with it because it doesn't seem like you're work... You're like, yeah, go... You can try to copy us or or do what we do. But it seems like it's so hard, you're just not really that worried about giving people a little inside look at at the business.
01:04:48 · Jordi Hays, Keller Cliffton
[01:04:48] S2: So insane that this is what... I mean, how many times has this been depicted in like science fiction? Yeah. And like your own mind and everyone like everyone has just had this idea that this is this sort of inevitable future and yet like I love how open you are with it because it doesn't seem like you're work... You're like, yeah, go... You can try to copy us or or do what we do. But it seems like it's so hard, you're just not really that worried about giving people a little inside look at at the business. [01:05:16] S3: Well, mean, you know, there were companies with like, you know, trillions of dollars of capital trying to build this for the last thirteen years and, you know, I do think that the technology wound up being harder than people were expecting. Mhmm. You know, any safety critical, highly regulated market that involves like hardware and weather and safety and, you know, all the necessary testing, it takes time. It takes a really dedicated focused team. And like autonomous cars, I think it wound up being harder than maybe investors were thinking. And, yeah. So I I think we... You know, we've always kind of thought that the competitive advantage of the company is that is the team focus, our ability to be practical and get into the real world quickly and learn by doing. So yeah. You know, we've we've tried to generally build in the open. [01:06:07] S2: Yeah. Amazing.
01:06:07 · Jordi Hays, John Coogan, Keller Cliffton, D.A. Wallach
[01:06:07] S2: Yeah. Amazing. [01:06:09] S1: I mean, the partnership with Uber makes a lot of sense. Walk me through the Salesforce partnership. Is this... Are we gonna be able to deploy champagne when deals close autonomously? Send send another business partner a steak dinner so we can do business together. How'd that come together? [01:06:26] S3: Well, with with Uber, you know, we announced a cool thing. So I was actually just giving this tour that I'm showing you guys around. I was giving this tour to to Dara a couple weeks ago. And agreeing to them, basically forming this vision to do a million deliveries a day together, that's a quarter of their deliveries in The US via Uber Eats. Yeah. It's, know, delivering in this way, you can be 10 times as fast, less expensive, zero pollution, less traffic for neighborhoods, quieter, safer [01:06:56] S0: Mhmm. [01:06:56] S3: Than car based delivery. You know, the advantages... The biggest advantage is that you're having an in restaurant experience at home. And and what we are seeing when you look at the demand just in Dallas, for example, is that if you were to extend that demand to the rest of The United States, you would 10x the size of the delivery market. Mhmm. So there's so much latent demand here that, you know, it's it's similar. If you remember when Uber was launching in the Bay Area and everybody was like, oh, even if Uber is 50% of the size of the taxi market, it'll only be a $20,000,000,000 company. [01:07:29] S1: Yeah. That was crazy.
01:07:29 · John Coogan, Keller Cliffton, Jordi Hays, D.A. Wallach
[01:07:29] S1: Yeah. That was crazy. [01:07:31] S3: But, you know, it turns out that like it's now 10 times the size of the taxi market. [01:07:35] S1: Yeah. No. No. No. It may... It makes so much sense for delivery. Are you are you like just taking off the the zip like For [01:07:42] S2: me for me, like I'm just... I'm waiting for this to roll out broadly in California because I love pho. It's like one of my favorite foods. We don't have any Yeah. Pho restaurants in my town. Oh. And so it's like a thirty five minute drive to the closest place and it's not that... Live? Where do you live, Jordi? [01:08:01] S3: Can you just... Let's just dox you right now. Where exactly do It's you well known. [01:08:05] S1: I live in Malibu. So flying over [01:08:08] S2: those mountains. Well, we're launching [01:08:10] S3: LA LA LA is early next year. [01:08:12] S1: Well, we're... Well, our studio is in Hollywood, so I imagine we'll be in the delivery zone for that. [01:08:17] S2: I need pho airdrops starting Yeah. In November November through, you know, February. But [01:08:23] S1: make sure you prioritize Pasadena over Malibu because Malibu is kind of... [01:08:27] S3: Hit that button. [01:08:29] S2: This... You got it, John. [01:08:31] S0: Thank you. [01:08:33] S1: Alright. But, no. I mean,
01:08:33 · John Coogan, Keller Cliffton, Jordi Hays
[01:08:33] S1: Alright. But, no. I mean, [01:08:34] S3: one one one one interesting point on this, think it's it's particularly relevant for LA is that, you know, zipline delivers out to way further than cars are typically willing to deliver out to, which means that you actually see like 10 x the selection in terms of restaurants. So for us, example, you know, my wife is like a huge fan of Din Tai Fung, and we Oh, yeah. Never eat there because it's far away. But one of the advantages of this is you can, you know, you can go 10 times faster, but you can also go a lot farther. Mhmm. Which means that you get access to a whole bunch of different like amazing options or brands that you wouldn't have access to with car based delivery. [01:09:10] S1: Wait wait. 10 [01:09:13] S2: course meal in your home and it's just they're each being delivered. [01:09:17] S1: One at a time? [01:09:18] S2: Maybe. Yeah. We actually do that. Course [01:09:23] S1: it out for me. Yep. Assembling your best. [01:09:26] S3: Think about it. If you're having like a big dinner party for 10 people, you know, the idea that you have all the food delivered and it just sits there and gets gross and cold over the course of an hour is not not how the future's gonna work. [01:09:37] S1: I love it. I love it. So... Amazing. Yeah. We... [01:09:39] S2: It's been amazing. I've I've I've loved every like, it just... Getting getting all these snapshots. [01:09:44] S1: Yeah. It's been really fun.... [01:09:46] S2: History has been has been awesome.