This marks the completion of the entire drone delivery infrastructure. Automating pick-ups at business locations have been the holy grail in unit economics & scalability of drone delivery. It's now cheaper both on direct costs & indirect costs for drone delivery.
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People should include in their profiles 1 liner on self interest items to unlock more trust since everyone posts what perspective serves them best. Will save on cognition to find this out for the reader.
The way @OpenAI and @AnthropicAI account for revenue / ARR is apples to oranges.
Should Anthropic treat their revenue from AWS and other hyperscalers the same as OAI, they would be a materially lower in rev…
If they both IPO in the coming quarters, not sure how the SEC is going to let these two companies have different accounting treatment for essentially the same type of revenue.
OpenAI TAKES OUT the 80% revenue share that goes to @Microsoft Azure and others so reports this 3rd party revenue on a NET basis in their total revenue.
Anthropic INCLUDES the revenue share that goes to @amazon AWS and others in their revenue so reports this 3rd party revenue on a GROSS basis in their total revenue.
IMO, OpenAI taking more conservative approach that reflects the reality of the economics of these hyperscaler partnerships.
GLP-1 going generic will also have an effect on the Indian aerospace sector. Airlines fuel efficiency should see 5-10% or maybe more improvement since cabin weight will become lower. By how much is the question & at what scale.
The Bitter Lesson of Robotics: It's extremely easy to make a video of a robot doing something once under perfect conditions then post it to X. But it often takes a decade to harden systems and design for all the insane edge cases of the real world. Many companies raising $$$$ on cool demos, but all the hard work comes after
Autonomous robots, cars and drones are changing the physical transportation. US & China are already at real scale of autonomous driving and logistics - bringing abundance but other nations haven’t yet started. Gap is widening.
Congratulations to @SarvamAI for making a sovereign Full-Stack AI launch with the same excitement as India’s space mission. Full-stack is so underrated.
@_sameernigam@PhonePe Journalists in India need to study capitalism. We live in capitalism society - if create value for masses, you get a portion of that value. That is capitalism 101.
The fatigue from early drone delivery hype of 2015-2020 is not allowing most folks to truly understand that inflection point of this category is here now.
Accelerating 4m deliveries/year. Great job @ARKInvest to keep covering this progress since 2020.
Paying crazy fees for last-mile food delivery? Autonomy to the rescue!
Autonomous logistics is hitting an inflection point, and we’re just getting started with drones, robots, and trucks!
Full report available in @ARKInvest's Big Ideas 2026!
Congratulations @zipline on the new round
From proving drone delivery works in rural healthcare to bringing it to consumer homes, it's been a remarkable engineering fleet which is extremely hard.