I interviewed a few months ago with one of the leaders in the space, and when I asked the HM my standard “what do you see as the biggest challenge facing the business right now” I got a surprising answer: “the weather.” My sense is that drone delivery has the same weather dependency as self-driving cars, only greatly magnified.
Labor ~60% of delivery cost: https://www.dispatchtrack.com/blog/last-mile-delivery-costs-... If people have the option to get a package ~10% slower for ~60% cheaper, they'll take the slower option the vast majority of the time. I would have assumed that the savings in labor would be eaten by drones using more energy, but it looks like drones can actually be significantly more energy efficient than light-trucks for de…
Let me put it another way... it's very inefficient to move cargo by a fleet of cars vs a fleet of trucks, and it's even more efficient to move cargo by train.
But it would be terribly inefficient to move that train to your home. A UPS truck is more efficient than a train, and a guy on a bike might be more efficient than a UPS truck, other than labor.
But if we can get an autonomous vehicle, then the labor goes away, and if the delivery drone is electric, then it can largely be very efficient- going point to point in a straight line.
I hadn't thought about it before, but it makes so much sense.