Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 62.9 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 58.9 ▲ +0.1 Baidu Apollo GoCN 87.8 ▲ +3.4 WaymoUS 86.9 ▼ -0.4 Pony.aiCN 81.4 ▲ +4.1 WeRideCN 77.5 ▲ +1.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.6 ▲ +0.6 Didi Autonomous DrivingCN 64.8 ▲ +0.2 TeslaUS 63.0 ▲ +1.9 Serve RoboticsUS 59.6 ▼ -0.2 May MobilityUS 56.7 ▲ +2.0 MobileyeIL 56.5 ▲ +2.8 XPengCN 56.0 ▼ -2.3 MomentaCN 55.3 ▲ +1.7 CocoUS 55.0 ▼ -0.5 KodiakUS 53.9 ▲ +1.1 MeituanCN 53.6 ▼ -1.3 Applied IntuitionUS 52.3 ▼ -1.3 ZooxUS 51.8 ▼ -1.3 AuroraUS 51.4 ▲ +1.7 DoorDash DotUS 50.8 ▲ +3.2 DeepRoute.aiCN 48.8 ▲ +2.3 Cao Cao MobilityCN 47.8 ▲ +9.0 Bot AutoUS 42.0 ▼ -1.8 Avride PodUS 41.1 ▲ +1.1 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 32.4 ▼ -0.4 WayveGB 32.1 ▲ +1.3 AvrideUS 31.9 ▲ +0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 VerneHR 28.0 ▼ -15.1 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.6 AutobrainsIL 22.5 ▼ -0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.3 HUMAINSA 3.9 ▲ +0.2 .RCI · Robotaxi Confidence Index 62.9 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 58.9 ▲ +0.1 Baidu Apollo GoCN 87.8 ▲ +3.4 WaymoUS 86.9 ▼ -0.4 Pony.aiCN 81.4 ▲ +4.1 WeRideCN 77.5 ▲ +1.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.6 ▲ +0.6 Didi Autonomous DrivingCN 64.8 ▲ +0.2 TeslaUS 63.0 ▲ +1.9 Serve RoboticsUS 59.6 ▼ -0.2 May MobilityUS 56.7 ▲ +2.0 MobileyeIL 56.5 ▲ +2.8 XPengCN 56.0 ▼ -2.3 MomentaCN 55.3 ▲ +1.7 CocoUS 55.0 ▼ -0.5 KodiakUS 53.9 ▲ +1.1 MeituanCN 53.6 ▼ -1.3 Applied IntuitionUS 52.3 ▼ -1.3 ZooxUS 51.8 ▼ -1.3 AuroraUS 51.4 ▲ +1.7 DoorDash DotUS 50.8 ▲ +3.2 DeepRoute.aiCN 48.8 ▲ +2.3 Cao Cao MobilityCN 47.8 ▲ +9.0 Bot AutoUS 42.0 ▼ -1.8 Avride PodUS 41.1 ▲ +1.1 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 32.4 ▼ -0.4 WayveGB 32.1 ▲ +1.3 AvrideUS 31.9 ▲ +0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 VerneHR 28.0 ▼ -15.1 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.6 AutobrainsIL 22.5 ▼ -0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.3 HUMAINSA 3.9 ▲ +0.2
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Serve Robot - The Road to Autonomy

Scaling Sidewalk Autonomy: How Serve Robotics Is Reinventing Last-Mile Delivery

Ali Kashani, Co-Founder & CEO, Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery.

Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas.

As Serve Robotics continues to expand, the company is evolving into a full-fledged robotics platform with multiple revenue streams spanning advertising, delivery, licensing, and potentially something even bigger in the future.

Episode Chapters

  • 0:00 Founding of Serve Robotics
  • 2:07 Deliveries
  • 4:26 Deploying Sidewalk Robots
  • 9:53 Deployment Markets
  • 15:11 A Robotics Company
  • 19:37 Wing Partnership
  • 21:20 Restaurant Deliveries & Packaging
  • 27:53 Comparing Gen 2 to Gen 3 Robots
  • 29:59 Testing Before Deploying
  • 32:37 New Markets
  • 33:49 Advertising Business
  • 37:33 Growing Delivery Volume
  • 39:37 The Evolution of Sidewalk Robots
  • 42:07 Key Takeaways
The Road to Autonomy
Autonomous Delivery Bots Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
03
Serve Robotics
$SERVUber Eats
59.6/100
▼ -0.27-Day
▼ -6.330-Day
Composite Factors
Operations30–
Scale77–
Revenue66–
Commercial76–
Manufacturing74–
Safety68–
OMEGA's Take

Serve Robotics ranks #3 in The Road to Autonomy Delivery Bots Index with a composite score of 59.6, backed by commercial and scale sub-indices of 75.9 and 76.7 respectively. In its November 5, 2026 financial results, the operator reported year-over-year revenue growth of over 300% to $2.84 million while raising its full-year 2026 revenue guidance to $12 million.

Composite History
327 Snapshots
View Serve Robotics Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-11-10Leaf bff0bb4f9b9d9022Cadence 12HEmbed
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