Zipline will reach a delivery per second in next 2-3 years.

Zipline will reach a delivery per second in next 2-3 years. | I love the company, love their ability to transform delivery services in the United States. This is of course the company that began in Rwanda by delivering blood supplies and are now operating with Walmart and delivering every 30 seconds and uh their prediction in the next 2 three years will be a delivery per second.

I love the company, love their ability to transform delivery services in the United States. This is of course the company that began in Rwanda by delivering blood supplies and are now operating with Walmart and delivering every 30 seconds and uh their prediction in the next 2 three years will be a delivery per second.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "1 delivery per second",
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "context": "are now operating with Walmart and delivering every 30 seconds and uh their prediction in the next 2 three years will be a delivery per second. Extraordinary progress.",
  "to_year": 2029,
  "cited_by": "Peter Diamandis",
  "verbatim": "I love the company, love their ability to transform delivery services in the United States. This is of course the company that began in Rwanda by delivering blood supplies and are now operating with Walmart and delivering every 30 seconds and uh their prediction in the next 2 three years will be a delivery per second.",
  "conv_cues": "their prediction",
  "direction": "NUMERIC_TARGET",
  "from_year": 2028,
  "timeframe": "2-3 years (2028-2029)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Zipline raises $600M, surpasses 2 million cumulative deliveries",
      "notes": "HIT — funding gives capital to scale toward 1/sec target.",
      "source": "https://techcrunch.com/2026/01/21/zipline-charts-drone-delivery-expansion-with-600m-in-new-funding/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://techcrunch.com/2026/01/21/zipline-charts-drone-delivery-expansion-with-600m-in-new-funding/",
      "expected_date": "2026-01-21",
      "observed_date": "2026-01-21",
      "research_origin": "deep_research",
      "measurement_criterion": "Zipline announces $600M funding round and crosses 2 million cumulative drone deliveries threshold"
    },
    {
      "kind": "llm_pre_event",
      "label": "Zipline new-site rampup compresses from 10 weeks to 2 days to reach 100 deliveries/day",
      "notes": "HIT — site-rampup is the unit-economics indicator. Sub-day rampup is required to scale to 1/sec.",
      "source": "https://wwd.com/sourcing-journal/logistics/zipline-drones-600-million-funding-round-houston-phoenix-expansion-last-mile-delivery-drone-autonomous-logistics-1238862559/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://wwd.com/sourcing-journal/logistics/zipline-drones-600-million-funding-round-houston-phoenix-expansion-last-mile-delivery-drone-autonomous-logistics-1238862559/",
      "expected_date": "2026-01-21",
      "observed_date": "2026-01-21",
      "research_origin": "deep_research",
      "measurement_criterion": "Newer Zipline sites reach 100 deliveries/day in 2 days vs Dallas first site at 10 weeks"
    },
    {
      "kind": "llm_pre_event",
      "label": "Zipline US weekly delivery growth sustained at ~15% week-over-week",
      "notes": "15% w/w sustained = 7800x annual run rate — implausibly fast but currently observed.",
      "source": "https://dronedj.com/2026/01/21/zipline-drone-delivery-valuation-expansion/",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://dronedj.com/2026/01/21/zipline-drone-delivery-valuation-expansion/",
      "expected_date": "2026-04-01",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Zipline reports continued ~15% w/w growth in US deliveries through first half of 2026 (currently per Jan 2026 disclosure)"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_012",
      "expected_da
... (truncated)