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there is a very big company in Seattle trying to build drone delivery. They've been spending a billion dollars a year. And, you know, they are getting like, they've had, not only have they had many, many safety problems with the FAA where they've sent people to a hospital, they've had crashes, but also, noise like the, you know, if you build a system that is incredibly annoying and loud, neighbors are going to protest and neighborhoods are going to rise up against you. That is what we are seeing
Then no one believed in us. We couldn't get investors to give us any money.
I don't think any of us thought we were building a really valuable company. But we felt like, hey, this would be such an epic thing to do. Like you can save lives, it would be so inspiring.
You actually turned me down in our seed round. Huge mistake, huge, huge mistake.
Zipline has a large team of aerodynamicists and aeroacoustics experts who are totally focused on designing the entire power train to be as quiet as possible. And then the overall design, and that's like, you know, we design a propeller completely from scratch. We design a motor completely from scratch. We control the vehicle in very specific ways to reduce the amount of noise. And then we also keep the vehicle really far away. Like a football field away from your house when we're delivering to m
Walmart as our biggest partner today, you know, there are about a hundred thousand SKUs in a Walmart super center. We deliver 80 to 90,000 of them.
Today we can deliver up to six and a half pounds. We'll be at 10 pounds by the end of this year. So that you can deliver basically like 95% of things that are people are ordering via quick commerce in this way.
We've now added all these amazing partners like Walmart and Chipotle and Buffalo Wild Wings. We just launched Blaze Pizza. We're launching, you know, just last week we launched Quick Trip and Hawaiian Brothers. A bunch of amazing new brands. HEB is launching in the next couple weeks.
getting logistics delivered by these robotic systems that are highly predictable and 100% safe is a really big advantage relative to, like, having a stranger come to your door when your 13-year-old daughter is, like, receiving a delivery late at night.
There are certain municipalities in Dallas where more than 50% of homes are zipline customers. More than, it's like 50% market penetration.
The service has a net promoter score of 95.
First of all, I kind of thought, oh yeah, it's probably gonna be all these nerdy, you know, guys who are really into technology completely wrong. All moms and grandmas, basically, who are using the service day in and day out.
Zipline just crossed 130 million commercial autonomous miles. It's now the largest commercial autonomous system on earth. If you were to drive 130 million miles, you would have 600 accidents, 100 injuries, and two fatalities. That's like on average in the U.S. In Rwanda, the number would be way higher. And just to, you know, Zipline has done 130 million commercial autonomous miles, zero accidents, zero injuries, zero fatalities.
We have individual aircraft that have flown more than a million miles in their lifetime, fully autonomously.
We basically guarantee in a hundred mile radius around the distribution center. So these vehicles can fly a hundred miles out, a hundred miles back.
The crazy thing is this video was made about a year ago. We've doubled in scale in Rwanda over the last year.
Every time one of those blue dots appears, that's like a life-saving emergency order that's being placed with Zipline. We can typically have a vehicle launch delivering to that site within two or three minutes.
We now deliver vaccines, cancer products, infusions, transfusions, everything.
The vehicle is only like 15% of the complexity of what we had to figure out.
We went to the country that would give us regulatory permission as a 20-person startup that had no experience. That was Rwanda. We focused on a use case that was like the most important life-saving use case that we could imagine, which was delivering blood transfusions to moms with postpartum hemorrhaging. We, you know, they gave us 20 hospitals and told us to go for it. And that's what we did in 2016.
We had this simple idea, which was you should be able to build an automated logistics system that could serve all people equally. We felt like robotics would allow us to build a new kind of logistics system that could be ten times as fast, half the cost, zero emission. Logistics really only serves the golden billion people on earth well. So, you know, we can afford to pay DoorDash, like, $15. You're basically like private taxi for your burrito, private car for your burrito. But, you know, in rea
I started the company technically in 2011. We really started building everything that became Zipline in 2013.
Well, Platform 1, we've increased. Platform 1 today. Yeah. Platform 1, we now deliver, I think, over 6 pounds. Again, we always think in terms of kilograms. And then Platform 2, currently delivering about 6 pounds, will be delivering 8 pounds this year.
Yeah, it actually delivers similar payloads, but the main advantage of Platform 1 is that it can fly 300 miles on a single battery charge.
And we are now, you know, it is now a full manufacturing line. The vehicle you can see behind me is actually the next generation version of Platform 2, which is the technology that we use to deliver to suburban and urban neighborhoods.
I am standing on the manufacturing floor. In fact, we just quadrupled the size of this factory. We're located in South San Francisco. This building is capable of producing about 20,000 autonomous aircraft every year. It's the largest commercial autonomous aircraft factory in the United States.
Zipline, you know, Zipline's a, yeah, a big, awesome team that's been working on this problem together for almost 12 years now.