Earlier this month, Candy Crush celebrated its tenth birthday by hosting a free party in lower Manhattan. It culminated in a drone light display of 500 unmanned aerial vehicles, or UAVs, illustrating the whimsical characters of the popular mobile game over the Hudson River.
Rather than applaud the decision, New York lawmakers ostracized the avionic wonders to New Jersey. In the words of Democratic state Senator Brad Hoylman, “Nobody owns New York City’s skyline – it is a public good and to allow a private company to reap profits off it is in itself offensive.”
The event followed the model of Macy’s fireworks that have illuminated New York's skies since 1958. Unlike the department store’s pyrotechnics, which release dangerous greenhouse gases into the atmosphere, drones are a quieter, climate-friendly choice.
Still, Luddite politicians plan to introduce legislation to ban the technology as a public nuisance, citing its impact on migratory birds, which are often more spooked by skyscrapers in Hoylman’s district.
Drones are being used to address labor challenges
Beyond aerial tricks, drones are now being deployed in novel ways to fill the labor gap of menial jobs that have not returned since the pandemic. Founded in 2018, Andrew Ashur’s Lucid Drone has been power-washing buildings throughout the U.S. for close to five years.
As the founder told me: “I saw window washers hanging off the side of the building on a swing stage and it was a mildly windy day. You saw this platform get caught in the wind, and all of a sudden, the platform starts slamming against the side of the building. The workers were up there, hanging on for dear life, and I remember having two profound thoughts in this moment.”
“The first one was, 'Thank goodness that’s not me up there,'” he said. “And then the second one was, 'How can we leverage technology to make this a safer, more efficient job?'”
At the time, Ashur was a junior at Davidson College playing baseball. The self-starter knew he was on to a big market opportunity.
Power-washing UAVs reduce worker injuries
Each year in the U.S., more than 160,000 emergency room injuries and 300 deaths occur when people fall off of ladders. Entrepreneurs such as Ashur understood that drones were uniquely qualified to free humans from such dangerous work.
This first required building a sturdy tethered quadcopter, capable of a 300 psi flow rate, connected to a tank for power and cleaning fluid for less than the cost of the annual salary of one window cleaner.
After overcoming the technical hurdle, the even harder task was gaining sales traction. Unlike many hardware companies that set out to disrupt the market and sell directly to end customers, Lucid partnered with existing building maintenance operators.
“Our primary focus is on existing cleaning companies,” explained Ashur. “And the way to think about it is we’re now the shiniest tool in their toolkit that helps them do more jobs with less time and less liability to make more revenue.”
This relationship was further enhanced this past month with the announcement of a partnership with Sunbelt Rentals, servicing its 1,000 locations throughout California, Florida, and Texas. Lucid’s drones are now within driving distance of the majority of the 86,000 facade-cleaning companies in America.
The market opportunity for building-cleaning robots is strong
According to Commercial Buildings Energy Consumption Survey, there are 5.9 million commercial office buildings in the U.S., with an average height of 16 floors. This means there is room for many robot cleaning providers.
Competing directly with Lucid are several other drone operators, including Apellix, Aquiline Drones, Alpha Drones, and a handful of local upstarts.
In addition, there are several winch-powered companies, such as Skyline Robotics, HyCleaner, Serbot, Erlyon, Kite Robotics, and SkyPro. Facade cleaning is ripe for automation as it is a dangerous, costly, repetitive task that can be safely accomplished by an uncrewed system.
Lucid Drone sees value in worker safety
As Ashur boasted, “You improve that overall profitability because it’s fewer labor hours. You’ve got lower insurance on a ground cleaner versus an above-ground cleaner as well as the other equipment.”
Lucid Drone's tethered system, with ground-based operators and without any ladders, is the safest way to power-wash a multistory office building.
“It lowers insurance cost, especially when you look at how workers comp is calculated,” Ashur elaborated. “We had a customer—one of their workers missed the bottom rung of the ladder, the bottom rung, he shattered his ankle. OSHA classifies it as a hazardous workplace injury.”
“Workers' comp rates are projected to increase by an annual $25,000 over the next five years,” he added. “So it’s a six-figure expense for just that one business from missing one single bottom rung of the ladder, and unfortunately, you hear stories of people falling off a roof or other terrible accidents that are life-changing or in some cases life lost. So that’s the No. 1 thing you get to eliminate with the drone by having people on the ground.”
Automated technologies attract younger workers
As older construction workers are retiring at alarming numbers and the population of younger skilled laborers declines, I pressed Ashur on whether Lucid Drone will expand to other areas.
“Cleaning drones, that’s just Chapter 1 of our story here at Lucid,” he replied. “We look all around us at service industries that are being crippled by labor shortages.”
Ashur suggested that robots could inspire a younger, more creative workforce.
“When it comes to the future of work, we really believe that robotics is the answer because what makes us distinctly human isn’t our ability to do a physical task in a repetitive fashion,” he noted. “It’s our ability to be creative and problem-solve. ... And that’s the direction that the younger populations are showing they’re gravitating towards.”
Ashur hinted further at some immediate areas of revenue growth.
“Since we launched a website many years ago, about 50% of our requests come from international opportunities,” he said. “So, it is very much so a global problem.”
In New York, buildings taller than six stories are required to have their facades inspected and repaired every five years (Local Law 11). Rather than shunting drones, state Senator Hoylman should be contacting companies such as Lucid for ideas to automate facade work and create a new Manhattan-launched industry.
About the author
Oliver Mitchell is a partner at ff Venture Capital. His areas of focus are drones, robotics, and applied AI. Mitchell is also an adjunct professor at Yeshiva University. This column is reposted with permission.