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.
Only one host-adjacent view is represented: guest Gavin Baker, whose firm holds an investment in Zipline, is a medium-conviction bull as of early 2025. He argues that autonomous drones are the superior delivery mechanism for suburban America and positions Zipline as a potential dark-horse winner in the broader delivery space. No other All-In hosts offered a thesis on Zipline, so no cross-host agreement or disagreement can be assessed. Baker's disclosed financial interest in the company is a relevant context for his bullish stance.
Gavin Baker, whose firm is an investor in Zipline, argues autonomous drones are the best way to deliver almost anything to suburban America and will be a wild card winner in the delivery space.
There's a company called Zipline, which my firm is an investor in. Fantastic company. But autonomous drones, they really are the best way to deliver almost anything to suburban America.”53:43