The Frontier Leaders · Robotics 100 · Zipline

Zipline

South San Francisco, California, United States · Robotics · Systems / Drones & aerial · flyzipline.com

Zipline builds autonomous drone-delivery systems and operates them for healthcare and commercial deliveries. Its core business is the design and deployment of aerial robotic systems.

Robotics 100 · rank 66 · score 81 →Edition: November 2026

Positioning

Zipline is a US drone-delivery company that passed 2M+ commercial deliveries by January 2026 with 15% week-over-week US growth, and raised a $600M round at a $7.6B valuation in January 2026. It signed a strategic Uber Eats partnership plus an Uber investment (August 2026) targeting 1M deliveries a day by 2029, and launched in Houston and Phoenix, growing businesses on the platform 13x in H1-26. Revenue is undisclosed (delivery scale is the proxy).

Latest signals

  • Family offices are seeking late-stage exposure to deals involving Zipline, Vast, and Atoms.All-In Podcast
  • Zipline surpassed 2.5 million cumulative autonomous deliveries.ARK Invest
  • Walmart surpassed 1 million autonomous drone deliveries.ARK Invest
  • Zipline deploys AI-driven autonomous drones for medical delivery in areas of needa16z
  • Uber invested in and partnered with Zipline on drone delivery.TechCrunch

51 signals name Zipline. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • [object Object]Revenue band · a16z — 2026-09-18
  • AI-driven autonomous drones for medical delivery in areas of needDeployment · a16z — 2026-09-18
  • Partnership with Uber on drone deliveryPartnership · TechCrunch
  • Investment from UberFunding round · TechCrunch

14 facts on file. Members see all of them with the source link.

Scores, Robotics (of 10)

Deployment8
Production6
Commercials4
Progress10
Technology8
Positioning8
Firepower10
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Drones & aerial

10DJI · 9221Quantum Systems · 8869Skydio · 8071Wing · 8081XAG · 7996Tekever · 78

The segment's suppliers, constraints and risers, for members.

Categories

RoboticsRobotics · Systems / Drones & aerial

Questions this page answers

What does Zipline do?

Zipline builds autonomous drone-delivery systems and operates them for healthcare and commercial deliveries. Its core business is the design and deployment of aerial robotic systems. Zipline is a US drone-delivery company that passed 2M+ commercial deliveries by January 2026 with 15% week-over-week US growth, and raised a $600M round at a $7.6B valuation in January 2026. It signed a strategic Uber Eats partnership plus an Uber investment (August 2026) targeting 1M deliveries a day by 2029, and launched in Houston and Phoenix, growing businesses on the platform 13x in H1-26. Re

Where does Zipline rank in robotics?

Zipline ranks 66 of 100 on the Robotics 100 (November 2026 edition) with a score of 81 out of 100, in Drones & aerial (Systems). Assessment by Frontier Tech Intelligence.

Who are Zipline's peers in Drones & aerial?

DJI (rank 10), Quantum Systems (rank 21), Skydio (rank 69), Wing (rank 71), XAG (rank 81), Tekever (rank 96).

Where is Zipline based and when was it founded?

Zipline is based in South San Francisco, California, United States.

Every company on the frontier has a file like this. 2,000 of them, kept current by agents.

Subscribers see the full file, every signal, the live ranking and the questions the signals answer: where money moved, who controls the layer, where supply is constrained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month