Keller Clifton

Well, I mean, you know, we spent most of last year expanding the service aggressively in Dallas.

It's been an amazing place to, you know, for almost a decade, Zipline operated mainly outside the U.S.

And last year, you know, there was basically regulatory progression in the U.S.

that allowed this technology to start serving U.S.

citizens.

And what we've seen is just like explosive growth and basically infinite demand on the

behalf of customers.

I mean, it turns out when you design delivery where anybody can pull out their phone, order anything they need, have it delivered to their home in less than 10 minutes, people use that service a lot, like 10 times as much as we've seen usage for traditional delivery services.

And so, yeah, this funding round is going to allow us to start announcing new metros.

Today, we're announcing that we're launching Houston and Phoenix over the coming months.

And then we'll launch every quarter that comes now, we'll add new metros to the overall network in

I mean, the data that we're seeing, again, just in a single metro in the U.S., but the data is mind-blowing.

I mean, we have municipalities in Dallas where just on Sunday, 10% of homes placed an order with Zipline in a municipality.

So it's like we have certain cities where more than 50% of homes are engaged Zipline customers.

So this has definitely gone from science fiction to completely normal and something people depend on day in and day out in just a few months.

Yeah.

The service has been growing about 15% week over week over the last year.

The advantage, I mean, it shouldn't be that surprising, but actually I think people may not realize when you're talking about normal instant delivery, we're using a 4,000 pound gas combustion vehicle driven by a human to deliver something to your house that weighs five pounds.

It's actually a super expensive solution.

This is the reason that there are so many fees and then a tip on top.