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2/2 predictions confirmed
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companies · 6 data points
the company is growing really, really fast. We're hiring across engineering and operations. And, you know, if you want to work on something that is an insane adventure and that's building global infrastructure, that's going to save lives and save money for people and save time. You know, I do think that AI and robotics are going to remake the world over the next five years. And we have an opportunity to build universal high income and abundance for humanity if we get it right.
if you look at Platform 2 deliveries, which is the extraordinarily high growth part of Zipline today, I think that we've done more than half of all deliveries in the last 30 days. It really kind of gives you a sense for like, you know, it's, it's, that is what happens when you're on an exponential curve. We expect Platform 2, I mean, just to give a sense, I mean, Zipline is now doing more flights per day than United Airlines globally. And by the end of this year, we will be doing more flights th
Zipline is now accelerating. And so we are going to be launching new metros at an accelerating pace through this year. We'll be announcing more metros probably sometime in Q2. And we will get to the point where we're launching a lot of metros every quarter as quickly as we possibly can.
we are just basically in the first Q1 of 2026. So in the coming months, we're going to launch in Houston and in Phoenix. So those will be our second and third major metros in the US.
it is definitely a very capital intensive business. We are building this infrastructure out across, you know, every part of the U.S. and also across, you know, eight plus different countries all over the world. You got to go build ground infrastructure. You got to build service centers. You got to build the hardware. You got to build the factories. But we're really lucky to have a lot of the biggest investors in the world helping us, helping us build this infrastructure out.
these investors really believed in us. I mean, you know, some of the investors that participated in that round, you mentioned like Fidelity and Bailey Gifford and Capital and Sequoia, Andreessen Horowitz, many others. Like these investors have believed in us for a decade. And I think that I would say, you know, I and Zipline's board and all of these investors are suddenly looking at like these growth numbers and these, you know, the product market fit. And it's like it is suddenly very clear to