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Recent regulatory unlock, according to Healy, is what’s making VCs move now. The FAA has historically required drone operators to keep their aircraft in direct eyesight at all times, making commercial delivery at scale essentially illegal without a one-off waiver for every single flight. In August 2025, the agency proposed Part 108, a new permanent ruleset that would allow drones to fly beyond what operators can see. The deadline to finalize these rules is mid-2026.

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王芳,专栏作家,多年从业经验,致力于为读者提供专业、客观的行业解读。

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