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keller

T2 · manager / operator

Co-founder of Zipline, the world's largest autonomous delivery system with 140M commercial miles and zero safety incidents. Led the company from a 2011 robotics startup through pivot in 2014, launch in Rwanda 2016, and now US commercial scaling targeting 1M deliveries/day.

4 calls·1 name·100% bull·last heard last month·Sequoia Capital
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ZIPLINEZiplineposition

Zipline targets 1M deliveries/day after decade to reach first 1M, factory scaling for hyperscale

After taking ~10 years to reach 1M cumulative deliveries, Zipline is now scaling to 1M deliveries per day with multiple partners each requesting 1M/day capacity; factory originally sized for 20K aircraft/year is being expanded as operating plan becomes unit of sale.

Sequoia Capital2026-07→

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recurring themes

4 total
$ZIPLINE
Zipline
HIGHkeller·Sequoia Capital·last month· position
Zipline targets 1M deliveries/day after decade to reach first 1M, factory scaling for hyperscale
After taking ~10 years to reach 1M cumulative deliveries, Zipline is now scaling to 1M deliveries per day with multiple partners each requesting 1M/day capacity; factory originally sized for 20K aircraft/year is being expanded as operating plan becomes unit of sale.
"it took Zipline from 2014 when we started building the original version of the technology to 2024 to do our first million deliveries... Zipline is now in the very near future goin…"
29:01
$ZIPLINE
Zipline
HIGHkeller·Sequoia Capital·last month· position
Zipline's vertical integration across 700 custom components enables 100x speed at 1/100th aerospace cost
By designing all 700 aircraft components from scratch — motors, batteries, flight computers, GPS, docking systems — and co-locating engineering, manufacturing, and test flights, Zipline achieves automotive-grade reliability at smartphone supply chain costs, iterating 100x faster than traditional aerospace.
"We are designing not just the flight computer from scratch, the power distribution board, the motor controllers, the battery, the battery management system... 700 unique component…"
15:10
$ZIPLINE
Zipline
MEDkeller·Sequoia Capital·last month· position
Zipline's $550M State Dept partnership frames autonomous logistics as US commercial diplomacy
The US State Department's $550M partnership with Zipline signals a strategic shift toward 'commercial diplomacy' — exporting US AI and robotics infrastructure to developing nations to secure manufacturing lead, create high-paying jobs, and replace aid dependency with technology-driven economic growth.
"In December, we announced a $550 million partnership with the US State Department to expand the impact of Zipline's life-saving service... the new strategy they're calling commerc…"
8:07
$ZIPLINE
Zipline
HIGHkeller·Sequoia Capital·last month· position
Zipline hits 140M autonomous miles with zero incidents, unit economics now below car delivery
Zipline has proven autonomous delivery at scale with 140M commercial miles and zero safety incidents; fully burdened unit costs have dropped from $300 to $12 per delivery and are now falling below car-based delivery, enabling a market expansion from 5.5B to 55B annual instant deliveries in the US.
"just crossed 140 million commercial autonomous miles which I mean how many times I think that's like sun and back or... one of the things that I like is every road in the United S…"
7:16