Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 50.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 33.5 ▲ +0.8 .ATCI · Autonomous Trucks Confidence Index 33.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.8 ▼ +0.2 NeolixCN 82.3 ▼ -2.2 Baidu Apollo GoCN 81.1 ▼ -0.3 WaymoUS 78.1 ▼ -2.7 Starship TechnologiesEE 76.4 ▲ +7.0 Serve RoboticsUS 65.4 ▼ -3.7 WeRideCN 62.1 ▲ +3.4 Pony.aiCN 60.7 ▼ -3.8 ZooxUS 50.1 ▼ -0.8 Applied IntuitionUS 46.3 ▲ +2.3 DeepRoute.aiCN 45.6 ▲ +6.8 KodiakUS 45.5 ▼ -1.2 TeslaUS 41.4 ▼ -3.8 AuroraUS 41.0 ▼ -1.3 MeituanCN 40.9 ▲ +12.4 Avride PodUS 39.7 ▲ +4.3 MomentaCN 39.1 ▲ +7.8 CocoUS 37.0 ▲ +0.4 Bot AutoUS 36.5 ▼ -0.7 DoorDash DotUS 33.6 – 0.0 AvrideUS 32.5 ▲ +2.5 May MobilityUS 32.3 ▼ -0.2 MotionalUS 31.9 ▲ +0.8 Volvo Autonomous SolutionsSE 30.4 ▼ -1.1 MobileyeIL 28.5 ▼ -1.2 TorcUS 26.6 ▼ -1.0 Cao Cao MobilityCN 25.4 ▼ -2.9 WayveGB 24.8 ▲ +1.4 Didi Autonomous DrivingCN 24.5 ▲ +3.1 XPengCN 24.3 ▼ -0.7 AutobrainsIL 21.9 ▲ +0.3 NuroUS 21.0 – 0.0 WaabiCA 20.3 ▼ -0.2 VerneHR 19.6 ▲ +1.5 Helm.aiUS 17.9 ▼ -1.1 PlusAIUS 15.4 ▲ +1.5 MOIA AmericaDE 14.1 ▼ -11.5 Tensor AutoUS 12.0 ▼ -7.2 Stack AVUS 10.9 ▼ -5.9 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 50.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 33.5 ▲ +0.8 .ATCI · Autonomous Trucks Confidence Index 33.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.8 ▼ +0.2 NeolixCN 82.3 ▼ -2.2 Baidu Apollo GoCN 81.1 ▼ -0.3 WaymoUS 78.1 ▼ -2.7 Starship TechnologiesEE 76.4 ▲ +7.0 Serve RoboticsUS 65.4 ▼ -3.7 WeRideCN 62.1 ▲ +3.4 Pony.aiCN 60.7 ▼ -3.8 ZooxUS 50.1 ▼ -0.8 Applied IntuitionUS 46.3 ▲ +2.3 DeepRoute.aiCN 45.6 ▲ +6.8 KodiakUS 45.5 ▼ -1.2 TeslaUS 41.4 ▼ -3.8 AuroraUS 41.0 ▼ -1.3 MeituanCN 40.9 ▲ +12.4 Avride PodUS 39.7 ▲ +4.3 MomentaCN 39.1 ▲ +7.8 CocoUS 37.0 ▲ +0.4 Bot AutoUS 36.5 ▼ -0.7 DoorDash DotUS 33.6 – 0.0 AvrideUS 32.5 ▲ +2.5 May MobilityUS 32.3 ▼ -0.2 MotionalUS 31.9 ▲ +0.8 Volvo Autonomous SolutionsSE 30.4 ▼ -1.1 MobileyeIL 28.5 ▼ -1.2 TorcUS 26.6 ▼ -1.0 Cao Cao MobilityCN 25.4 ▼ -2.9 WayveGB 24.8 ▲ +1.4 Didi Autonomous DrivingCN 24.5 ▲ +3.1 XPengCN 24.3 ▼ -0.7 AutobrainsIL 21.9 ▲ +0.3 NuroUS 21.0 – 0.0 WaabiCA 20.3 ▼ -0.2 VerneHR 19.6 ▲ +1.5 Helm.aiUS 17.9 ▼ -1.1 PlusAIUS 15.4 ▲ +1.5 MOIA AmericaDE 14.1 ▼ -11.5 Tensor AutoUS 12.0 ▼ -7.2 Stack AVUS 10.9 ▼ -5.9 HUMAINSA 2.1 – 0.0
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Autonomous delivery robots on the street for food and package delivery.

Serve Robotics Turned Delivery Robots Into a Platform Business

Ali Kashani, Co-Founder and CEO of Serve Robotics, joined Grayson Brulte on The Road to Autonomy podcast to discuss how Serve Robotics scaled its delivery fleet into an operating layer for physical AI.

Over the past year, Serve Robotics has grown from roughly 50 robots to 2,000, and in Q1 2026 the company reported $3 million in revenue with 45% coming from recurring software licenses.

To achieve that growth, Serve is now selling their stack as modular layers, letting other companies license the connectivity, data infrastructure, or hardware piece by piece rather than build everything from scratch. This includes a freemium version of Autonomy Assist, its version of remote assistance.

As the company continues to grow Serve is ramping production of their Gen 3 vehicle, which runs at one-third the cost of Gen 2 while delivering five times the compute, a 48-mile range, four-wheel steering and suspension, and the ability to operate in heavy rain.

The vehicles are sub-assembled in Asia with the completed final assembly occurring in with Magna International in Michigan. This give the company the flexibility to manufacture end to end in Asia for markets where US tariffs make domestic production uneconomical. With international expansion underway in Tokyo and Sydney this year and a larger push planned for 2027, Serve is positioning to follow demand across the APAC region and beyond.

Episode Chapters

  • 00:00 Growing and Scaling Revenue
  • 8:51 Licensing the Platform
  • 11:17 World Models
  • 14:59 The Laundry Vertical
  • 16:52 Expanding Internationally
  • 22:39 Gen 3 Vehicle
  • 26:17 Edge Cases
  • 28:43 Future Form Factors
  • 30:09 Diligent Robotics Acquisition
  • 34:06 The Operating Layer of Physical AI
  • 36:21 Future of Serve Robotics
  • 36:54 AUTNMY AI
The Road to Autonomy
Autonomous Delivery Bots Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
03
Serve Robotics
$SERVUber Eats
65.4/100
▼ -3.77-Day
▲ +11.930-Day
Composite Factors
Operations57
Scale78
Revenue65
Commercial71
Manufacturing52
Safety68
OMEGA's Take

Serve Robotics continues to scale its operations, reporting $3 million in revenue for Q1 2026. This performance marks a 578% increase year-over-year, following a full-year 2025 revenue of $2.7 million.

Composite History
82 Snapshots
View Serve Robotics Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-07-11Leaf 5c02991d980234e8Cadence 12HEmbed
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