Zipline reached a $21 billion valuation and announced a partnership with Uber aiming for 1 million drone deliveries per day by the end of 2029, as Robots & Startups (Andra Keay) and IEEE Spectrum Robotics both reported. The company has already delivered blood plasma and vaccines in Africa, cementing operational scale. Scaling last-mile automation at this rate could disrupt both logistics incumbents and investor timelines.
Why it matters. Logistics and delivery funding will chase scale-ready drone operators; supply base players should track contract volumes and regulatory outcomes in Uber–Zipline’s core markets over the next 18 months. Reported