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Scaling real world autonomy in air

Bengaluru, India
Joined August 2020
Photo by Anshul Sharma (@Anshultw)Photo by Anshul Sharma (@Anshultw)Photo by Anshul Sharma (@Anshultw)
So much nonsense in the VC world. Seed rounds as call options, VCs dissing on their own portfolio CEOs, pro-rata arguments between small and big investors and the founders, VCs investing in competitive companies… …got me thinking about the investor landscape in a different way. It is not just about being founder friendly or not founder friendly. It is more than that. There are wartime investors and there are peacetime investors. And I believe founders should find their wartime investors early, and keep them close. open.substack.com/pub/redgla…
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Honoured to have Hon'ble CM @ncbn garu visit the ASR healthcare drone pilot. Grateful to @UPS @UPS_Foundation @satyakumar_y, @ArogyaAndhra and @ASRDistrict for their continued support. Progress so far: 24,500+ people reached | 71,000+ km
సాంకేతికత ప్రజల జీవితాలను మార్చినప్పుడే దానికి సార్దకత. రహదారి సౌకర్యాలు పరిమితంగా ఉన్న మారుమూల ప్రాంతాల నుంచి డ్రోన్ల ద్వారా రక్త నమూనాలు సేకరించడం, ఔషధాలను వేగంగా చేరవేయడం వైద్య సేవల్లో విప్లవాత్మక మార్పులు తెస్తుంది. రాష్ట్రంలోని ఏజెన్సీ ప్రాంతాల్లో అత్యవసర చికిత్స కోసం అవసరమైన మందులు, సామగ్రిని తరలించేందుకు తలపెట్టిన డ్రోన్ ప్రాజెక్టును పరిశీలించాను. ప్రాథమిక ఆరోగ్య కేంద్రాలతో జిల్లా ఆస్పత్రులు, వైద్య విభాగాలను అనుసంధానించేలా ఈ వ్యవస్థ సమర్ధంగా పనిచేస్తుంది. దీనిని మరింత వ్యవస్థీకృతం చేయడం ద్వారా అత్యుత్తమ ఫలితాలు సాధిస్తాం. మారుమూల ప్రాంతంలో ఉన్న ప్రతి పౌరుడికీ నాణ్యమైన వైద్యం అందించడమే మా ప్రభుత్వ లక్ష్యం. టెక్నాలజీతో ఆరోగ్య సేవలను మరింత వేగవంతం చేసి, ప్రజల ప్రాణాలను కాపాడే వ్యవస్థలను బలోపేతం చేస్తాం.
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In india , the experience less, strategy less crowd with no clue of how to build ventures forms nearly 90% of the VC ecosystem. There are many problem statements to solve in the world, a small sub set of them are entrepreneurial problem statements, even a minuter set are venture problem statements. Art of venture building is lesser known. In a low interest rate free money world, easy for early conviction and cheer leading behaviour to become what founders gravitate to. For founders who want to build generational cos however it is critical to get the right people for building on their cap table. But hey, who am I to say this. I don’t do vibe conviction investing and cheer leading and podcast/X regurgitation. Just have 5 venture journeys behind me. Clearly bound to be biased. As an near outsider in this world of venture my last 5 years are best described as one of my favourite Sting song: “I don't drink coffee, I take tea, my dear I like my toast done on one side And you can hear it in my accent when I talk I'm an Englishman in New York”
Doug Leone says 30% of VCs are incompetent, 40% do nothing, and less than 30% know what they’re doing "I’ve said this before and I’ve taken sh*t for it, out of 10 venture folks, maybe 30% are incompetent. They don't know what they're doing.” “Another 40%, I call them no-ops. No damage, no anything. They nod with the group." "Maybe fewer than 30%, maybe 20% know what they're doing.” “The other overlay is managing their status in the firm. I need a win, I need an exit, what's my partner going to say? So you don't really have the board member there. You have the shadow, you have the interpreter of what they think the board wants.” "If you take a combination of lack of experience, duplicated domain, covers your ass with the partnership and incompetence, that's the worst of all kind. Completely f*cking clueless. To a damaging stage."
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Last week, Zipline and Uber announced a partnership targeting one million drone deliveries per day by the end of 2029. DoorDash, the largest food delivery platform by volume, is taking a different approach and building its own drone platform, DoorDash Air. Separately, Amazon’s drone delivery service plans to reach nearly 500 cities and towns by the end of 2026. Manna launched in Tulsa, Oklahoma and Walmart is targeting more than 270 drone delivery locations in 2027. ARK’s research suggests that drone delivery at scale could cut last-mile costs by more than 90%. @TashaARK and @DMaguireARK on what all of this could mean for the addressable market in this week's newsletter ⬇️
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Zipline is the future of all instant delivery. Everyone else is just catching up to this fact.
What if your dinner could fly over traffic instead of sitting in it? We are now scaling to provide Uber Eats more than 1 million autonomous deliveries a day. Uber is becoming an investor in Zipline. We’ve entered the scaling era for robotics and physical AI.
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Underrated life skill: Letting today be today. Stop dragging yesterday into it and stop borrowing stress from tomorrow. Handle what's in front of you. You'll be surprised how much lighter life feels when you carry one day at a time.
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Difficulty Levels of Startups: Insane: Robotics Hard: Hardware Medium: Consumer Software Easy: B2B SaaS
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Today we’re launching Nometria! Vibe coding made building apps easy. But getting them to production is still broken. We fix that. Nometria lets you deploy vibe coded apps to production grade infrastructure in one click. 100+ apps already live. Customers are already launching faster and closing enterprise deals. If you built it, you should be able to ship it - nometria.com – at San Francisco, CA
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The Bitter Lesson of Robotics: It's extremely easy to make a video of a robot doing something once under perfect conditions then post it to X. But it often takes a decade to harden systems and design for all the insane edge cases of the real world. Many companies raising $$$$ on cool demos, but all the hard work comes after
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fun
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Much, much harder to be a quarterback than an armchair quarterback
Just read that Starbucks lost $30B after hiring a McKinsey consultant as CEO. Guy spent his career advising founders how to build companies, but never built one himself. 17 months later, he’s gone. They bring in the Taco Bell CEO… and the market cap jumps $20B overnight. Turns out running a company is harder than advising one.
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Dear VC kids (and many adults): it’s fine! You can be just a passive observer on board calls. It’s ok to not have a view rather than burden founders with your 0 execution, building and scaling experience backed ++ podcast and analyst report regurgitated insights. Cos when you do it two things happen: in the inexperienced founders case , they get shit advise which is hard for some of us to undo. The experienced founders just mentally start writing you off. So your value add is just basically value destructive for you or the co! Put the money in and be quiet, that’s the net positive EV decision. Please. Pretty please 🙏🏼
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Starship
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A bold leap for healthcare in Arunachal! "Medicine from the Sky" takes flight as TRIHMS inaugurates its rooftop drone port—enabling faster delivery of life-saving medicines, blood, & organs to the remotest corners. A visionary step by APSAC towards smarter, stronger healthcare.
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A graph combo that shows rising productivity from automation very effectively
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Most people have no idea that the @WhiteHouse recently published a groundbreaking Exec Order to massively accelerate manufacturing and scale of drones in the US. Here what's going to change 🧵 whitehouse.gov/presidential-…
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🚀 The Future Takes Flight! 🚀 We’re excited to share the trailer for ‘Raising Kandhamal – A Redwing Deployment Story’—a bold vision of innovation, technology, and human potential. Watch the trailer now and be part of the future of healthcare! youtu.be/RqbvZJ5tOHE 🎥
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Congratulations @bscholl and everyone at @boomsupersonic — and thank you for this astonishing, life-enriching achievement. There is a God, and He is the Geeks! youtube.com/live/-qisIViAHwI…
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