The Drone Company Quietly Taking Over Delivery

The Drone Company Quietly Taking Over Delivery

Author: Jason Calacanis May 28, 2026 Duration: 1:01:23

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Today’s show:

The "Ryanair of drone delivery" 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.

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.

Guest Links:

Manna https://www.manna.aero

Bobby Healy https://www.linkedin.com/in/bhealy/

Manna funding announcement https://www.manna.aero/blog/series-b

Theseus https://www.theseus.us/

Ian Laffey https://www.linkedin.com/in/ilaffey2/

Most recent Theseus funding announcement https://techcrunch.com/2025/04/17/defense-tech-theseus-landed-y-combinator-the-us-special-forces-and-4-3m-from-a-tweet/

The tweet that kickstarted Theseus: https://x.com/ilaffey2/status/1759353732075294766


Timestamps:

0:00 Bobby Healy of Manna joins TWiST

1:41 How a Manna base works: drones migrate around the city like Waymos

7:18 Battle-hardened in Irish weather: 97% uptime in wind and rain

8:52 Margin-positive economics & the path to $0.20 per delivery

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

12:32 $50M Series B vs competitors raising $600–800M

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.

22:53 The peer-to-peer drone future and hyper-local commerce

25:46 Growing from 170 to 570 people and moving manufacturing to Oklahoma

28:43 Ian Laffey of Theseus joins TWIST

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.

30:58 Inside Ukraine's drone industry: front-line iteration and free-market speed

33:55 How GPS gets jammed across the spectrum

35:10 Theseus's approach: cameras + satellite maps + ML

37:04 The product: Raspberry Pi, SD card, camera — pretending to be GPS

49:02 Ukraine: 6–8M drones a year. The US: 300K over two years.

51:17 Are US drone primes actually reconstituting the supply chain?

58:22 Y Combinator as a defense tech accelerator

59:40 "Pick an issue and start working as hard as you can towards it"

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Every week, Jason Calacanis dives headfirst into the swirling vortex of Silicon Valley and global tech with This Week in Startups. It’s a direct line to the conversations shaping our digital future, moving far beyond surface-level news. You’ll hear Jason’s unfiltered analysis on everything from market shifts and media trends to the underlying mechanics of building a business, all delivered with a blend of enthusiasm and seasoned skepticism. The core of this podcast, however, lies in the guests. Jason sits down with the very people driving change-founders who have scaled impossible heights, operators managing daily chaos, and investors who spot trends before they become obvious. These conversations are less like formal interviews and more like insider debriefs, pulling back the curtain on real strategies, painful failures, and unexpected successes. For anyone curious about how technology is built, funded, and ultimately changes the world, this series offers a front-row seat. It’s the context behind the headlines, providing a deeper understanding of the forces at play in startups and technology. Tune in for a consistently engaging and insightful look at the ecosystem, straight from someone who lives and breathes it.
Author: Language: en-us Episodes: 100

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