"The technology is hard and the
economics of mass deliveries may never make sense.
Jeff Bezos said
Amazon drones would be bringing toothpaste and cat food to Americans’ homes
within four or five years. That was nearly nine years ago. Oops.
This week, Amazon said it
planned to start its first drone deliveries in the U.S. sometime in 2022,
maybe, in one town in California.
Today’s newsletter addresses two
questions: What is taking so long for drone deliveries? And are they better
than other ways of bringing goods to our door?
The bottom line: For the foreseeable
future, drone deliveries will be handy in a limited number of places for a
small number of products under certain conditions. But because of technical and
financial limitations, drones are unlikely to be the future of package delivery
on a mass scale.
Drone deliveries are a significant
improvement for some tasks, like bringing medicine to people in remote areas.
But that’s less ambitious than the big drone dream Bezos and others pitched to
the public.
Why are drones so difficult?
Mini aircraft that operate without human control face two
significant obstacles: The technology is complex, and governments have required
lots of red tape — often for good reason. (In the U.S., regulatory issues have
largely been worked out.)
Dan Patt, an experienced drone engineer and a senior fellow
at the Hudson Institute research group, said he and I could make our own
delivery drone in a garage in about a week for less than $5,000. The basics
aren’t that hard.
But the real world is infinitely complex and drones can’t
deal with that. At rapid speeds, drones must accurately “see” and navigate
around buildings, electrical wires, trees, other aircraft and people before
landing on the ground or sending packages down from a height. GPS might conk
out for a split second and crash the drone. There’s little room for error.
“Solving the first part of the problem is really easy,” Patt
said. “Solving the full problem to make drone delivery fully robust is really
difficult.”
The typical technologists’ approach is to think smaller,
which means confining drones to relatively uncomplicated settings. The start-up
Zipline focused on using drones to deliver blood and medical supplies to
health care centers in relatively spread-out parts of Rwanda and
Ghana where driving was difficult. A typical suburb or city is more complex,
and vehicle deliveries are better alternatives. (Lockeford, Calif., where
Amazon plans its first U.S. drone deliveries, has a few thousand people living
in mostly spread-out households.)
That’s still an incredible
achievement, and over time drones are becoming more capable of making
deliveries in other types of settings.
The even trickier problem, Patt said, is that drone
deliveries might not make economic sense most of the time. It’s cheap to stuff
one more package on a UPS delivery truck. But drones can’t carry that much.
They can’t make many stops in one flight. People and vehicles still need to take
the cat food and toothpaste to wherever the drones take off.
“I think it’s small markets, small
concepts, niche uses for the next 10 years,” Patt said. “It’s not going to
scale to replace everything.”
Some people who work on drones are more optimistic than
Patt, but we’ve seen similar optimism in other areas fall short.
Overpromising and underdelivering
The parallels between drones and driverless cars kept
jumping out at me. Drone technologists told me that, as with driverless cars, they
misjudged the challenge and overestimated the potential for computer-piloted
vehicles.
Reliable drone delivery and
driverless cars are a good idea, but they may never be as widespread as
technologists imagined.
We keep making the same mistakes
with automated technology. For decades, technologists kept saying that driverless cars,
computers that reason like humans and robotic factory workers
would soon be ubiquitous and better than what came before. We want to believe
them. And when the vision doesn’t pan out, disappointment sets in."
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