Autonomous drone logistics company delivering medical supplies and packages in multiple countries.zipline.com ↗
1 take · first discussed Jan 4, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The only view represented comes from guest Gavin Baker, who holds a bullish, medium-conviction stance on Zipline as of early 2025. As a direct investor, Baker frames autonomous drone delivery as a key emerging trend and argues that Zipline is particularly well-suited to capture suburban delivery demand. With only one host perspective provided, there is no disagreement or contrasting view to note among the All-In hosts themselves.
Gavin Baker, an investor in Zipline, highlights autonomous drone delivery as a key emerging trend and calls Zipline a fantastic company well-positioned to capitalize on suburban delivery.
There's a company called Zipline, which my firm is an investor in. Fantastic company. Yeah, but autonomous drones, they really are the best way to deliver almost anything to suburban America.”53:43