<p>This Week In Startups is made possible by:</p><p>Render -<a href="http://render.com/twist"> <u>render.com/twist</u></a></p><p>Deel -<a href="http://deel.com/twist"> <u>deel.com/twist</u></a></p><p>Northwest Registered Agent -<a href="http://northwestregisteredagent.com/twist"> <u>northwestregisteredagent.com/twist</u></a></p><p>Today’s show:</p><p>The &quot;Ryanair of drone delivery&quot; just raised $50 million and plans to bring its technology from Europe to the United States. Manna founder Bobby Healy explains to TWiST how his Dublin-based company completed 300,000 deliveries while some rivals are still publishing blog posts, and why low-cost airline economics will decide who wins the autonomous skies.</p><p>Sticking to the drone theme, TWiST welcomed Theseus co-founder Ian Laffey, who called in from Kyiv to tell us about his company’s drone guidance system. It runs off a simple camera and Google Maps. The technology could rewrite the modern, GPS-jammed battlefield, and bring more firepower to smaller nations fending off larger foes.</p><p><strong>Guest Links:</strong></p><p>Manna<a href="https://www.manna.aero"> <u>https://www.manna.aero</u></a></p><p>Bobby Healy<a href="https://www.linkedin.com/in/bhealy/"> <u>https://www.linkedin.com/in/bhealy/</u></a></p><p>Manna funding announcement<a href="https://www.manna.aero/blog/series-b"> <u>https://www.manna.aero/blog/series-b</u></a></p><p>Theseus<a href="https://www.theseus.us/"> <u>https://www.theseus.us/</u></a></p><p>Ian Laffey<a href="https://www.linkedin.com/in/ilaffey2/"> <u>https://www.linkedin.com/in/ilaffey2/</u></a></p><p>Most recent Theseus funding announcement<a href="https://techcrunch.com/2025/04/17/defense-tech-theseus-landed-y-combinator-the-us-special-forces-and-4-3m-from-a-tweet/"> <u>https://techcrunch.com/2025/04/17/defense-tech-theseus-landed-y-combinator-the-us-special-forces-and-4-3m-from-a-tweet/</u></a></p><p>The tweet that kickstarted Theseus:<a href="https://x.com/ilaffey2/status/1759353732075294766"> <u>https://x.com/ilaffey2/status/1759353732075294766</u></a></p><p><br></p><p><strong>Timestamps:</strong></p><p>0:00 Bobby Healy of Manna joins TWiST</p><p>1:41 How a Manna base works: drones migrate around the city like Waymos</p><p>7:18 Battle-hardened in Irish weather: 97% uptime in wind and rain</p><p>8:52 Margin-positive economics &amp; the path to $0.20 per delivery</p><p>9:25 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist</p><p>12:32 $50M Series B vs competitors raising $600–800M</p><p>19:51 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.</p><p>22:53 The peer-to-peer drone future and hyper-local commerce</p><p>25:46 Growing from 170 to 570 people and moving manufacturing to Oklahoma</p><p>28:43 Ian Laffey of Theseus joins TWIST</p><p>29:57 Render: Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to https://render.com/twist and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers.</p><p>30:58 Inside Ukraine&#39;s drone industry: front-line iteration and free-market speed</p><p>33:55 How GPS gets jammed across the spectrum</p><p>35:10 Theseus&#39;s approach: cameras + satellite maps + ML</p><p>37:04 The product: Raspberry Pi, SD card, camera — pretending to be GPS</p><p>49:02 Ukraine: 6–8M drones a year. The US: 300K over two years.</p><p>51:17 Are US drone primes actually reconstituting the supply chain?</p><p>58:22 Y Combinator as a defense tech accelerator</p><p>59:40 &quot;Pick an issue and start working as hard as you can towards it&quot;</p><p>Subscribe to the TWiST500 newsletter:<a href="https://ticker.thisweekinstartups.com"> <u>https://ticker.thisweekinstartups.com</u></a></p><p>Check out the TWIST500:<a href="https://www.twist500.com"> <u>https://www.twist500.com</u></a></p><p>Subscribe to This Week in Startups on Apple:<a href="https://rb.gy/v19fcp"> <u>https://rb.gy/v19fcp</u></a></p><p>Follow Lon:</p><p>X:<a href="https://x.com/lons"> <u>https://x.com/lons</u></a></p><p>Follow Alex:</p><p>X:<a href="https://x.com/alex"> <u>https://x.com/alex</u></a></p><p>LinkedIn:<a href="https://www.linkedin.com/in/alexwilhelm/"> <u>⁠https://www.linkedin.com/in/alexwilhelm</u></a></p><p>Follow Jason:</p><p>X:<a href="https://twitter.com/Jason"> <u>https://twitter.com/Jason</u></a></p><p>LinkedIn:<a href="https://www.linkedin.com/in/jasoncalacanis"> <u>https://www.linkedin.com/in/jasoncalacanis</u></a></p><p>Check out all our partner offers:<a href="https://partners.launch.co/"> <u>https://partners.launch.co/</u></a></p><p>Great TWIST interviews:<a href="https://youtu.be/pvJa2pzuXWQ"> <u>Will Guidara,</u></a><a href="https://youtu.be/9dHN4YFkgv4"> <u>Eoghan McCabe</u></a>,<a href="https://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424"> <u>Steve Huffman</u></a>,<a href="https://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112"> <u>Brian Chesky</u></a>,<a href="https://youtu.be/y2UMzSqX94Q"> <u>Bob Moesta,</u></a><a href="https://podcasts.apple.com/ca/podcast/box-ceo-aaron-levie-breaks-down-box-ai-and-generative/id315114957?i=1000612384545"> <u>Aaron Levie</u></a>,<a href="https://podcasts.apple.com/ca/podcast/sophia-amoruso-on-branding-raising-a-fund-portfolio/id315114957?i=1000601352978"> <u>Sophia Amoruso</u></a>,<a href="https://podcasts.apple.com/ca/podcast/reid-hoffman-on-ais-crescendo-moment-regulation-and/id315114957?i=1000612548498"> <u>Reid Hoffman</u></a>,<a href="https://podcasts.apple.com/ca/podcast/snowflake-ceo-frank-slootman-on-moving-the-needle-win/id315114957?i=1000602560622"> <u>Frank Slootman</u></a>,<a href="https://podcasts.apple.com/ca/podcast/billy-mcfarland-on-fyre-fest-fraud-failure-hacking/id315114957?i=1000610922577"> <u>Billy McFarland</u></a></p><p>Check out Jason’s suite of newsletters:<a href="https://substack.com/@calacanis"> <u>https://substack.com/@calacanis</u></a></p><p>Follow TWiST:</p><p>Twitter:<a href="https://twitter.com/TWiStartups"> <u>https://twitter.com/TWiStartups</u></a></p><p>YouTube:<a href="https://www.youtube.com/thisweekin"> <u>https://www.youtube.com/thisweekin</u></a></p><p>Instagram:<a href="https://www.instagram.com/thisweekinstartups"> <u>https://www.instagram.com/thisweekinstartups</u></a></p><p>TikTok:<a href="https://www.tiktok.com/@thisweekinstartups"> <u>https://www.tiktok.com/@thisweekinstartups</u></a></p><p>Substack:<a href="https://twistartups.substack.com"> <u>https://twistartups.substack.com</u></a><br></p>

This Week in Startups

Jason Calacanis

The Drone Company Quietly Taking Over Delivery

MAY 27, 202661 MIN
This Week in Startups

The Drone Company Quietly Taking Over Delivery

MAY 27, 202661 MIN

Description

<p>This Week In Startups is made possible by:</p><p>Render -<a href="http://render.com/twist"> <u>render.com/twist</u></a></p><p>Deel -<a href="http://deel.com/twist"> <u>deel.com/twist</u></a></p><p>Northwest Registered Agent -<a href="http://northwestregisteredagent.com/twist"> <u>northwestregisteredagent.com/twist</u></a></p><p>Today’s show:</p><p>The &quot;Ryanair of drone delivery&quot; just raised $50 million and plans to bring its technology from Europe to the United States. Manna founder Bobby Healy explains to TWiST how his Dublin-based company completed 300,000 deliveries while some rivals are still publishing blog posts, and why low-cost airline economics will decide who wins the autonomous skies.</p><p>Sticking to the drone theme, TWiST welcomed Theseus co-founder Ian Laffey, who called in from Kyiv to tell us about his company’s drone guidance system. It runs off a simple camera and Google Maps. The technology could rewrite the modern, GPS-jammed battlefield, and bring more firepower to smaller nations fending off larger foes.</p><p><strong>Guest Links:</strong></p><p>Manna<a href="https://www.manna.aero"> <u>https://www.manna.aero</u></a></p><p>Bobby Healy<a href="https://www.linkedin.com/in/bhealy/"> <u>https://www.linkedin.com/in/bhealy/</u></a></p><p>Manna funding announcement<a href="https://www.manna.aero/blog/series-b"> <u>https://www.manna.aero/blog/series-b</u></a></p><p>Theseus<a href="https://www.theseus.us/"> <u>https://www.theseus.us/</u></a></p><p>Ian Laffey<a href="https://www.linkedin.com/in/ilaffey2/"> <u>https://www.linkedin.com/in/ilaffey2/</u></a></p><p>Most recent Theseus funding announcement<a href="https://techcrunch.com/2025/04/17/defense-tech-theseus-landed-y-combinator-the-us-special-forces-and-4-3m-from-a-tweet/"> <u>https://techcrunch.com/2025/04/17/defense-tech-theseus-landed-y-combinator-the-us-special-forces-and-4-3m-from-a-tweet/</u></a></p><p>The tweet that kickstarted Theseus:<a href="https://x.com/ilaffey2/status/1759353732075294766"> <u>https://x.com/ilaffey2/status/1759353732075294766</u></a></p><p><br></p><p><strong>Timestamps:</strong></p><p>0:00 Bobby Healy of Manna joins TWiST</p><p>1:41 How a Manna base works: drones migrate around the city like Waymos</p><p>7:18 Battle-hardened in Irish weather: 97% uptime in wind and rain</p><p>8:52 Margin-positive economics &amp; the path to $0.20 per delivery</p><p>9:25 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist</p><p>12:32 $50M Series B vs competitors raising $600–800M</p><p>19:51 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.</p><p>22:53 The peer-to-peer drone future and hyper-local commerce</p><p>25:46 Growing from 170 to 570 people and moving manufacturing to Oklahoma</p><p>28:43 Ian Laffey of Theseus joins TWIST</p><p>29:57 Render: Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to https://render.com/twist and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers.</p><p>30:58 Inside Ukraine&#39;s drone industry: front-line iteration and free-market speed</p><p>33:55 How GPS gets jammed across the spectrum</p><p>35:10 Theseus&#39;s approach: cameras + satellite maps + ML</p><p>37:04 The product: Raspberry Pi, SD card, camera — pretending to be GPS</p><p>49:02 Ukraine: 6–8M drones a year. The US: 300K over two years.</p><p>51:17 Are US drone primes actually reconstituting the supply chain?</p><p>58:22 Y Combinator as a defense tech accelerator</p><p>59:40 &quot;Pick an issue and start working as hard as you can towards it&quot;</p><p>Subscribe to the TWiST500 newsletter:<a href="https://ticker.thisweekinstartups.com"> <u>https://ticker.thisweekinstartups.com</u></a></p><p>Check out the TWIST500:<a href="https://www.twist500.com"> <u>https://www.twist500.com</u></a></p><p>Subscribe to This Week in Startups on Apple:<a href="https://rb.gy/v19fcp"> <u>https://rb.gy/v19fcp</u></a></p><p>Follow Lon:</p><p>X:<a href="https://x.com/lons"> <u>https://x.com/lons</u></a></p><p>Follow Alex:</p><p>X:<a href="https://x.com/alex"> <u>https://x.com/alex</u></a></p><p>LinkedIn:<a href="https://www.linkedin.com/in/alexwilhelm/"> <u>⁠https://www.linkedin.com/in/alexwilhelm</u></a></p><p>Follow Jason:</p><p>X:<a href="https://twitter.com/Jason"> <u>https://twitter.com/Jason</u></a></p><p>LinkedIn:<a href="https://www.linkedin.com/in/jasoncalacanis"> <u>https://www.linkedin.com/in/jasoncalacanis</u></a></p><p>Check out all our partner offers:<a href="https://partners.launch.co/"> <u>https://partners.launch.co/</u></a></p><p>Great TWIST interviews:<a href="https://youtu.be/pvJa2pzuXWQ"> <u>Will Guidara,</u></a><a href="https://youtu.be/9dHN4YFkgv4"> <u>Eoghan McCabe</u></a>,<a href="https://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424"> <u>Steve Huffman</u></a>,<a href="https://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112"> <u>Brian Chesky</u></a>,<a href="https://youtu.be/y2UMzSqX94Q"> <u>Bob Moesta,</u></a><a href="https://podcasts.apple.com/ca/podcast/box-ceo-aaron-levie-breaks-down-box-ai-and-generative/id315114957?i=1000612384545"> <u>Aaron Levie</u></a>,<a href="https://podcasts.apple.com/ca/podcast/sophia-amoruso-on-branding-raising-a-fund-portfolio/id315114957?i=1000601352978"> <u>Sophia Amoruso</u></a>,<a href="https://podcasts.apple.com/ca/podcast/reid-hoffman-on-ais-crescendo-moment-regulation-and/id315114957?i=1000612548498"> <u>Reid Hoffman</u></a>,<a href="https://podcasts.apple.com/ca/podcast/snowflake-ceo-frank-slootman-on-moving-the-needle-win/id315114957?i=1000602560622"> <u>Frank Slootman</u></a>,<a href="https://podcasts.apple.com/ca/podcast/billy-mcfarland-on-fyre-fest-fraud-failure-hacking/id315114957?i=1000610922577"> <u>Billy McFarland</u></a></p><p>Check out Jason’s suite of newsletters:<a href="https://substack.com/@calacanis"> <u>https://substack.com/@calacanis</u></a></p><p>Follow TWiST:</p><p>Twitter:<a href="https://twitter.com/TWiStartups"> <u>https://twitter.com/TWiStartups</u></a></p><p>YouTube:<a href="https://www.youtube.com/thisweekin"> <u>https://www.youtube.com/thisweekin</u></a></p><p>Instagram:<a href="https://www.instagram.com/thisweekinstartups"> <u>https://www.instagram.com/thisweekinstartups</u></a></p><p>TikTok:<a href="https://www.tiktok.com/@thisweekinstartups"> <u>https://www.tiktok.com/@thisweekinstartups</u></a></p><p>Substack:<a href="https://twistartups.substack.com"> <u>https://twistartups.substack.com</u></a><br></p>