The Age Of Free Food Delivery: Manna Air Delivery With Bobby Healy

From ARK Invest, this is FYI, the Four Year Innovation Podcast.

We've got a great show for you today.

There's Daniel "Drones" Maguire over here.

He's our autonomous technology and mobility, um, analyst and expert, and he and Tasha interviewed Bobby Healy, who's the CEO of Manna, a drone delivery company that originated in Europe and is expanding into the US.

Hello, Daniel.

How are you?

Brett, good to see you.

I, I've never been called Drones Maguire.

I've been called a lot worse before, so I'll, I'll take that.

[laughs]

So Daniel, I have a question for you.

You cover a number of, um, moving objects, call it.

Yes.

Which of these th- three things is more likely to be, like, a regular part of people's lives in the US, um, first? Drone delivery-

Mm-hmm

... robotaxi or, uh, eVTOL, like air taxis.

Which, which are we gonna see first? Which are people gonna, like, regularly experience first? And by drones, I mean over the air, not the rolling robots.

They already have those.

Yeah.

Well, we actually already have two out of those three, so I mean, drone delivery is occurring in the US today.

Uh, Walmart just previously announced that they've surpassed one million deliveries.

That's with, uh, Zipline, a company in our private portfolio, as well as Wing, which is Alphabet's, uh, drone subsidiary.

Uh, Manna, who hails from Europe, they've completed, uh, close to four hundred thousand deliveries already, uh, in Europe, and they're expanding now in the US in, in Oklahoma.

eVTOLs are, are a bit more on the long finger.

I believe that the EIPP program is really what a lot of companies are targeting in the US to demonstrate flights.