Asianometry

Drone Delivery Is Taking Off

65 snips
Sep 28, 2025
Discover the latest advancements in drone delivery as the host shares insights from a visit to Manna in Dublin. Learn why initial skepticism around drone logistics has shifted, and how Manna is targeting fast food in suburban areas. The conversation touches on the impressive speed of drone deliveries, the benefits of reduced emissions, and potential automation in operations. A live demo showcases the quick delivery process, while discussions reveal Manna's global expansion ambitions and the competitive landscape in this burgeoning industry.
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ANECDOTE

Visit Changed Host's Mind

  • The host flew to Dublin after hearing Ben Thompson's interview with Manna CEO Bobby Healy and was surprised by how convincing Bobby sounded.
  • The visit led the host to change his mind about drone delivery's viability after seeing operations firsthand.
INSIGHT

Fast Food Is The Strategic Core

  • Manna focuses on fast-food and coffee because those orders are light, impulse-driven, and value speed.
  • Suburban delivery economics make drone speed and consistency a distinct advantage.
INSIGHT

Why Suburban Delivery Is Expensive

  • Suburban delivery costs are high because drivers travel longer distances and face waits at restaurants, lowering throughput.
  • This raises customer prices to $9–$11 and makes drone economics comparatively compelling in suburbs.
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