92 Million Homes, 10 Years: Manna’s Vision for U.S. Drone Delivery
Hosted by Santosh Sankar on August 5, 2026
Show Notes
In this episode, Manna founder Bobby Healy explains how his company designs and operates autonomous electric delivery drones, achieving over 300,000 flights and 97% availability in harsh Irish weather by running operations like a low-cost airline focused on high utilization and efficiency. He discusses why a recent U.S. policy shift and forthcoming Part 108 regulations prompted Manna to go all-in on America, starting with a citywide drone delivery mesh in Tulsa, Oklahoma, chosen for its suburban density, aerospace ecosystem, and pro-drone stance. Bobby outlines why he sees players like Wing, Zipline, and Amazon more as fellow builders in a massive, non–winner-take-all market, and why partnering with aggregators such as DoorDash and Uber Eats is the most efficient go-to-market path. He also covers Manna’s recent $50 million fundraise to scale manufacturing, operations, and R&D, and shares his 10-year vision in which drone delivery becomes the dominant, far cheaper, and faster last-mile solution for tens of millions of U.S. suburban homes.
Highlights from their conversation include:
- Introducing Bobby Healy and Manna Overview (0:29)
- Making Drone Delivery Work Commercially Like a Low-Cost Airline (1:34)
- Why Now Is the Time for Manna To Enter the U.S. Market (3:28)
- Why Tulsa, Oklahoma Is Manna’s U.S. Launch City (6:19)
- Competing With Wing, Zipline, Amazon, and Other Drone Players (8:04)
- Role of DoorDash, Uber Eats, and Aggregators in Manna’s Strategy (11:24)
- Operational Playbook for Launching New Drone Cities (15:23)
- How Manna Will Use Its Recent $50 Million Fundraise (17:51)
- Ten-Year Vision for Drone-First Last-Mile Delivery in the U.S. (19:19)
- Final Thoughts and Takeaways (21:18)
Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance.
Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce.
Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership.
Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc.
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