ALL INPredictions

Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton

Tue, 30 Sep 2025 02:50:00 +0000

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Keller Rinaudo Cliffton Right 00:49:26 techventure

Zipline will accelerate its pace of launching new delivery distribution sites from about one per week to about one per day by Q1 of next year.

“we're now building these sites. We're launching about one a week. Um, by Q1 of next year, we expect to accelerate to about one a day.” View on YouTube
Explanation

Zipline has continued rapidly accelerating its launch cadence, expanding into new cities and states (Houston, Phoenix, Austin, Cleveland and more) roughly weekly since 2026, backed by a $600M raise aimed at reaching at least four new states by year's end.

Keller Rinaudo Cliffton Right 00:50:24 techventure

Zipline will announce and add a number of major, well-known brand partners to its delivery service within the coming weeks.

“just to hint at something cool that we can't announce just yet, it, you know, we'll be adding a lot of people's favorite brands to the service very soon over the coming weeks.” View on YouTube
Explanation

Zipline has added numerous major brand partners since, including Walmart, Sweetgreen, Panera, GNC, Little Caesars, Chipotle, and a major long-term partnership with Uber Eats.

Keller Rinaudo Cliffton Too Early 00:59:13 techeconomy

If current per-customer ordering behavior seen on Zipline is extended across the addressable market, US instant deliveries will reach roughly 50 billion per year.

“if you were to just extend the customer ordering behavior that we see with our customers today there would be 50 billion instant deliveries happening in the US.” View on YouTube
Explanation

No independent data source confirms whether US instant deliveries have reached anywhere near a 50-billion-per-year run rate; even Uber and Zipline's own ambitious joint target is only 1 million deliveries per day (~365M/year) by 2029.

Keller Rinaudo Cliffton Too Early 01:04:50 techventureeconomy

Within the next 5 to 10 years, someone (implicitly Zipline or a close competitor) will build a multi-hundred-billion-dollar company in automated logistics.

“our competition is motorcycles and cars. Like if we are better than motorcycles and cars, I mean I'm very confident someone is going to build a multiundred billion dollar company in automated logistics over the next 5 to 10 years.” View on YouTube
Explanation

Zipline itself has reached a $7.6B valuation with strong growth, but the 5-10 year window for a multi-hundred-billion-dollar automated logistics company hasn't elapsed.