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Driverless Delivery And Freight

E-commerce growth, labor gaps, and tighter city rules push demand; teams win with live routes, safety records, and anchor carrier ties.

Context: Home | Airbound

Analysis Overview

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20
Companies
1448
Headcount
$1.1B
Total Raised

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Active this week:
Greylock
general catalyst
Accel
a16z
khosla
2048
Meritech
Thrive Capital
aix
altos
bain capital
bessemer
canaan
costanoa
emergence
iqt
lerer
madrona
next47
norwest
ribbit
scale
summit

Technical Risks

“No ground gear” creates a brittle landing dependency

Eliminating landing gear reduces drag and weight, but it forces reliance on alternative capture or soft‑landing methods and significantly tighter precision‑landing and payload‑protection demands—turning a design advantage into an operational constraint that must be solved for every delivery site sciencedirect.com.

Transition dynamics impose a narrow, gust‑sensitive operating window

Tailsitter blended‑wings face strong attitude–aerodynamics coupling and limited control authority at low airspeeds, making hover–cruise transitions especially susceptible to disturbances; achieving reliable, repeatable transitions requires advanced control laws, redundant sensing/actuation, and extensive testing—an execution risk specific to this configuration scirp.org researchgate.net.

Scale is gated by stability/safety proof rather than just generic certification

The primary determinant of deployability at scale is proving VTOL stability and transition safety—entailing fault‑tolerant controllers, soft‑capture systems, and rigorous simulation—so certification and urban operations hinge on resolving these configuration‑specific risks, not generic regulatory steps sciencedirect.com scirp.org.

Complete Analysis

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Highlighted Companies

(Pre-seed to Series A)

CompanyFoundedLast RoundTier One Prob. (%)Team Score (%)IndustryLocationFTE
Relay Technologies
Relay Technologies
Delivery Infrastructure Upgrade
01/2022
Series A
02/2025
4844B2B Supply Chain and LogisticsLondon169
Telebotics
Telebotics
Autonomous urban delivery
01/2024
-
-
2253AutomotiveToronto5
Koorier Inc.
Koorier Inc.
Sustainable Last-Mile Delivery
01/2023
-
-
2043B2B Supply Chain and LogisticsToronto25
DELIVERS.AI
DELIVERS.AI
Self-Driving Transport Service
01/2020
Seed
06/2024
1447AutomotiveLondon30
Hummingbird Systems, LLC
Hummingbird Systems, LLC
Drone Warehouse Picking
01/2022
Seed
07/2024
1144B2B Supply Chain and LogisticsPittsburgh, US7
Haast Autonomous
Haast Autonomous
Medical Transport Redefined
01/2025
-
-
1145Aviation and SpaceHouston, US3
6 companies • Get your own research: Email to agent@olymposhq.com with subject "fetch" and link in body

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