Serve Robotics Inc. is a technology and logistics company that develops and operates a fleet of autonomous sidewalk delivery robots. Originally founded in 2017 as the robotics division of Postmates and spun off as an independent entity in 2021, the company focuses on transforming last-mile delivery in urban environments. Serve's business model centers on operating its proprietary zero-emission robots to fulfill local deliveries, primarily for the food and beverage sector. The company generates revenue through three main streams: fleet services (which includes delivery fees, on-robot branding, and experiential marketing), software services (licensing its autonomous capabilities), and data monetization. Fleet services account for the majority of its revenue, with the company partnering with major delivery platforms like Uber Eats and DoorDash, as well as restaurant chains such as Shake Shack and White Castle. Geographically, Serve operates in several major U.S. markets, including Los Angeles, Miami, Dallas, Atlanta, and Chicago. In addition to its core outdoor delivery business, Serve has expanded into healthcare and indoor service robotics through its acquisition of Diligent Robotics, adding Moxi hospital robots to its portfolio. By leveraging advanced AI, edge computing, and a hybrid autonomy model with human oversight for edge cases, Serve Robotics aims to provide a safer, more sustainable, and cost-effective alternative to traditional car-based delivery.
