90% to 95% reduction
Zipline's targeted autonomous flights successfully deliver fresh blood and modern medicine to midwives in rural villages.,end_time:2308,speaker_name:
Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
Explore episode
Jun 7, 2026
Where this was said
Hottest Secondary Companies Right Now
At 38:02 · chapter starts 32:03
Sierra and the Native AI Agent Super Cycle
Sierra is building native agents for customer service and sales, redefining software. Although they face platform risk from base models, their sophisticated agentic layers make them highly attractive.
Chamath's Bull Case for Revolut
Revolut operates with a next-generation software stack, systematically unbundling traditional banks across Europe and the US. Their robust margins and massive scale make them a prime secondary target.
ARIA & DriveNets: Unlocking AI Networking Bottlenecks
As chips disaggregate into specialized prefill and decode tasks, AI data centers must reinvent networking. ARIA and DriveNets represent the highly specialized infrastructure layer that will capture massive spend.
Neurorobotics: Quietly Dominating German Automation
Neurorobotics is a German industrial robotics company capturing huge logistics revenues out of the limelight of Silicon Valley. They represent exceptional execution with over 100 million in revenue.
100M in revenue
The European robotics play operates efficiently without Silicon Valley hype, reaching significant cash metrics.,end_time:2179,speaker_name:
$15 down to $2 per delivery
By optimizing autonomous tech and avoiding landing, Zipline plans to drive consumer delivery costs down to unbeatable price-points.,end_time:2230,speaker_name:
How Zipline Conquered Autonomous Logistics
Zipline bypassed regulatory hurdles in US airspace by proving its autonomous drone tech delivering critical medicine in Africa. In doing so, they dropped maternal mortality rates by up to 95% in key regions.
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