Serve Robotics

Serve Robotics

Autonomous delivery robots for food, retail

Overview

Serve Robotics develops autonomous delivery robots and a Delivery-as-a-Service (DaaS) model for businesses in food and retail. Its lightweight self-driving robots transport orders through urban environments, replacing car-based deliveries with eco-friendly, curb-to-door service. Customers subscribe to the service and pay based on delivery volume and frequency, enabling scalable, predictable costs. The company also may generate revenue via partnerships and licensing for integration of its autonomous delivery technology. What sets Serve Robotics apart is the combination of practical, city-friendly robotics with a focus on sustainability and a subscription-based delivery platform, aiming to provide faster, more reliable, and lower-emission deliveries. The goal is to move away from traditional vehicles toward autonomous, environmentally friendly delivery solutions that reduce emissions and traffic while improving the customer experience.

Significant Headcount Growth

About Serve Robotics

Simplify's Rating
Why Serve Robotics is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Robotics & Automation

Automotive & Transportation

Industrial & Manufacturing

AI & Machine Learning

Company Size

201-500

Company Stage

Post IPO Equity

Headquarters

Redwood City, California

Founded

2021

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Simplify's Take

What believers are saying

  • Grubhub launched Serve robots in Chicago, Los Angeles, and Alexandria on August 17, 2026.
  • DoorDash expanded Serve into San Jose and Washington, D.C., broadening demand beyond Uber.
  • Q2 2026 revenue rose 404% year over year to $3.2 million, with recurring revenue above half.

What critics are saying

  • Uber Eats volumes fell in Q2 2026, and Serve cut revenue guidance to $9-$10 million.
  • Uber sold its entire stake in August 2026, signaling weakened strategic support before early-2027 expiry.
  • If Grubhub and DoorDash underfill the fleet, Serve burns cash while its robotics thesis stalls.

What makes Serve Robotics unique

  • Serve owns both sidewalk-delivery hardware and autonomy software across public and hospital environments.
  • Diligent Robotics adds Moxi hospital robots, expanding Serve beyond food delivery into healthcare workflows.
  • Microdepots, Beacon, and Characters turn delivery infrastructure into a repeatable platform and media product.

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Funding

Total Funding

$422.7M

Above

Industry Average

Funded Over

10 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Benefits

Professional Development Budget

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

3%

2 year growth

4%
WTWH Media LLC
Aug 19th, 2026
Serve Robotics to deploy its autonomous delivery robots with Grubhub.

Serve Robotics to deploy its autonomous delivery robots with Grubhub. Serve Robotics Inc., a developer of sidewalk delivery robots, this week announced a partnership with Grubhub, a subsidiary of Wonder. Serve will now be offering robotic deliveries on the Grubhub marketplace starting in Chicago, Los Angeles, and Alexandria, Va. The company's services will be available from more than 100 participating Grubhub merchants in Chicago and nearly 200 in Los Angeles, with additional restaurants expected to join the program over time. As part of the Grubhub partnership, Wonder's Alexandria location will offer delivery robots through Serve's autonomous network. In addition to the new partnership, Serve has also launched in two new markets, Washington, D.C., and San Jose, Calif., both in partnership with DoorDash. In San Jose, Serve's first Bay Area market, robots have completed their first month of deliveries. In Washington, D.C., Serve robots will be delivering in Dupont Circle and parts of downtown. "Not long ago, our robots were delivering dinner in a handful of neighborhoods. Today, they're rolling into new cities from San Jose, California's third largest city, to the nation's capital. Their hospital cousins, our new Moxi robots, are showing up in health systems across the country," said Ali Kashani, co-founder and CEO of Serve Robotics, referring to acquisition of Diligent Robotics. "Welcoming Wonder and Grubhub to our network is the clearest signal yet of where we are headed," he said. "Every new partner puts more robots to work, and every delivery makes the whole fleet smarter." Serve unveils its first microdepot and countertop products. As part of this continued expansion, Serve is launching its first microdepot in Miami. Serve said this is a innovative class of small-footprint operating sites that handle robot staging, charging, dispatch, and maintenance without the build-out time of a full-scale facility. Microdepots require minimal infrastructure and can be stood up rapidly in high-demand neighborhoods, which Serve said provides a repeatable model for entering new neighborhoods and cities faster and at lower cost. Serve also previewed Beacon, a standalone countertop product that will connect restaurants, customers, and Serve robots. With its built-in cellular, Beacon will alert staffers the moment a robot arrives for pickup and will require nothing from a restaurant beyond power - no tablet, no additional hardware, and no changes to existing systems. The company said it designed Beacon to extend robot delivery to restaurants whose back-of-house setups previously could not support it and speed up pickup for Serve's current restaurant partners. Serve is also launching its latest advertising product called "Characters." Advertisers have long been able to wrap Serve robots in custom designs. With Characters, brands can now build a character that customers can talk with in real time, powered by a curated conversational AI model, in experiences developed together by Serve and the advertiser. Serve and Grubhub launched the first Character, Chomp, a hamburger-wrapped robot who treats every delivery like a very important mission. Chomp will appear across social media and select customer experiences with Grubhub gift cards and swag. Inside Serve's latest financial results. Serve recently shared its financial results for Q2 of 2026. The company brought in $3.2 million in Q2, a 9% increase from Q1 and a 404% year-over-year increase. Serve said revenue from its DoorDash partnership grew nearly 50% sequentially, exceeding its expectations. Overall, advertising made up nearly 50% of food delivery revenue in Q2, and recurring revenue made up over 50% of total revenues in Q2. Despite the company's growth, it has hit a roadblock in its partnership with Uber. Serve originally started as a division of Uber, and spun off into its own company in 2021. However, the company had experienced lower than expected delivery volume through Uber. Last week, Bloomberg reported that Uber sold off its remaining stake in Serve. The company's exit from Serve had been in the works for at least a year, according to Uber's regulatory filings. Serve also gave an update on Diligent Robotics, which it acquired earlier this year. Diligent released Moxie 2.0, the upgraded version of its hospital delivery robot.

Yahoo Finance
Aug 18th, 2026
Serve Robotics' Q2 revenue surges 400% but slashed 2026 forecast sends stock down 15%

Serve Robotics reported 400% year-over-year revenue growth in the second quarter ended 30 June, but its stock plunged around 15% after management significantly lowered its 2026 revenue forecast. The stock is now down almost 80% from its 2024 peak. The company has deployed over 2,000 Gen 3 robots across America, delivering through platforms like DoorDash and Uber Eats. Its Nvidia-powered robots achieve a 99.8% order completion rate in at least eight major US cities. Serve believes it can reduce delivery costs from $8–10 per order to just $1 using its robots. The company expanded beyond food delivery through its January acquisition of Diligent, whose Moxi robots transport medical supplies in hospitals across 44 US cities.

Los Angeles Times
Aug 17th, 2026
Serve Robotics partners with Grubhub after Uber exit.

Serve Robotics partners with Grubhub after Uber exit. Aug. 17, 2026 Updated 8:33 PM PT See more from the L.A. Times in Google Search. Set Los Angeles Times as preferred Consumers from the Los Angeles region who order through Grubhub will soon have some of their orders delivered by four-wheeled robots. Serve Robotics, which operates 500 robots across 40 neighborhoods in Los Angeles, has partnered with food marketplace Grubhub. Through this partnership, robot delivery is now available to nearly 200 local restaurants, including Sushi Q, the Indian Kitchen and Mel & Rose. The tie-up will also launch Serve's robots in 100 Chicago restaurants and some in Virginia. The new marketplace announcement comes after Uber sold its stake in Serve. Serve was founded in 2017 as a division of Postmates and was spun out as an independent company after Uber acquired Postmates. Serve Robotics went public in 2024, with Uber as one of its backers, and has been delivering for restaurants on the Uber Eats platform. There has recently been a drop in delivery volume and disagreements over how to best utilize the robots. Uber sold its stake in Serve this year. Ali Kashani, CEO of Serve Robotics, said in an earnings call that the blowup was "caused by changes in the operating model and integration of our fleet." The quarterly delivery volumes from Uber Eats declined for the first time since 2022, prompting the company to reduce its expected 2026 revenue guidance from $26 million to $9 million to $10 million. Kashani said demand for robot delivery isn't slowing down, and the decline in revenue was due to Serve's disagreement with Uber. A Serve Robotics spokesperson said that users in the 40 L.A. neighborhoods the company currently operates in will remain unaffected, as the food delivery contract with Uber doesn't expire until early 2027. The deal with Grubhub is part of Serve's move to expand to new marketplaces. The company has also expanded to two new markets on DoorDash, San Jose and Washington. Serve earns revenue from three streams: delivery, advertising and hospital robotics. It began rolling out its hospital robot, Moxi 2.0, at healthcare systems including Providence Saint John's Health Center in Los Angeles, Children's Hospital Los Angeles and Endeavor Health Edward Hospital in the Chicago area. Serve also said it is introducing a "micro depot" model as part of its Miami rollout, where instead of large warehouses that it operates, it will use established parking facilities for dispatch and maintenance, allowing it to operate cheaply. More to read. Inside the business of entertainment. The Wide Shot brings you news, analysis and insights on everything from streaming wars to production - and what it all means for the future. By continuing, you agree to its Terms of Service, which include arbitration and a class action waiver. You agree that Los Angeles Times and its third-party vendors may collect and use your information, including through cookies, pixels and similar technologies, for the purposes set forth in its Privacy Policy such as personalizing your experience and ads. Nilesh Christopher is a technology reporter for the Los Angeles Times, focusing on how artificial intelligence empowers, harms and reshapes communities. He is currently supported by the Tarbell Center for AI Journalism.

Fast Casual
Aug 17th, 2026
Wonder, Serve Robotics partner to expand autonomous delivery on Grubhub.

Wonder, Serve Robotics partner to expand autonomous delivery on Grubhub. Robot delivery is coming to Chicago, Los Angeles and Alexandria, Virginia, including Wonder's Potomac Yard location. Photo: Wonder August 17, 2026 Wonder Group Inc. is teaming up with Serve Robotics Inc. to bring autonomous sidewalk delivery to the Grubhub marketplace in Chicago, Los Angeles and Alexandria, Virginia, the companies announced Monday. The partnership marks Wonder's first collaboration with Serve and introduces robot delivery to Grubhub customers in the three markets. It also brings robot delivery to Wonder's Potomac Yard location in Alexandria - the multi-concept restaurant company's first site in Virginia and its first location outside New Jersey to offer the service. Under the agreement, eligible Grubhub customers ordering from participating restaurants may be matched with a Serve robot for delivery, depending on their location. The company said the experience is built into the existing Grubhub app, so customers won't need to change how they order. Robot delivery will launch with more than 100 participating merchants in Chicago and nearly 200 in Los Angeles, with more restaurants expected to join over time, according to the companies. "A year ago, our robots were delivering dinner in a handful of neighborhoods. Today they serve three of the country's largest delivery platforms," Serve Robotics co-founder and CEO Ali Kashani said in a company press release. "Every new partner puts more robots to work and every delivery makes the whole fleet smarter." Wonder EVP of Customer Delivery Operations PJ Poykayil said the deal is part of the company's effort to broaden its delivery options. "Our partnership with Serve brings autonomous delivery to Grubhub customers in Chicago, Los Angeles and Alexandria while also enabling robot delivery from our Potomac Yard location in Alexandria," Poykayil said. "As we continue to grow, partnerships like this help us expand delivery options, improve efficiency and create a more seamless mealtime experience." Wonder operates more than 25 restaurant concepts at its locations. Grubhub and Serve also unveiled Chomp, a hamburger-costumed delivery robot intended to serve as a brand mascot across Grubhub's social media channels and in promotions such as gift card giveaways and merchandise drops. Chomp is the first character launched through Serve Advertising's new Characters product, which lets brand partners design custom visual identities and conversational AI personalities for delivery robots. The announcement builds on a series of recent expansions for Serve, which has been adding partnerships with major delivery platforms and rolling out its robot fleet in new cities.

Finimize
Aug 17th, 2026
Serve Robotics finds A new delivery partner in Grubhub.

Serve Robotics finds A new delivery partner in Grubhub. The sidewalk robot maker will start fulfilling Grubhub orders in Chicago, Los Angeles, and Alexandria as its Uber Eats agreement winds down. about 1 hour ago - 2 mins What's going on here? Serve Robotics just signed a deal with Grubhub to deliver food using its sidewalk robots in Chicago, Los Angeles, and Alexandria - right as its long-running Uber Eats partnership is set to expire early next year, per Reuters. What does this mean? Serve Robotics, a San Francisco-based maker of four-wheeled delivery robots, is trying to replace a demand source that's fading. Earlier this month, it said it doesn't plan to renew its Uber Eats agreement when it ends, after Uber sold its stake and Serve pointed to declining order volumes and "differing views." Management says the lost volume can be replaced over time through Grubhub and other partners, including Do... Keep reading for free. This content is free, but you must be logged in to continue reading. Already have an account?

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