Robotics

#serve-robotics · How Robots Are Reshaping Work

New robots, new capabilities. Tracking what's coming for the workforce.

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#humanoid-robots 100 #china 47 #may-2026 47 #automation 32 #factory-automation 29 #embodied-ai 27 #humanoid 27 #unitree 24 #manufacturing 23 #physical-ai 18 #china-robotics 15 #warehouse-automation 15

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Serve cut its 2026 guidance to $9M and still runs 2,000 robots

Serve Robotics added Grubhub, opened Washington DC and San Jose, and stood up its first micro depot on August 17. What moved was the routing, not the fleet. Uber is gone and the same 2,000 robots are still parked in the same cities.

Aug 17, 2026

#serve-robotics#last-mile#automation

Robotics

Serve Robotics Q1 2026: Revenue 7x Year-Over-Year, Fleet Frozen at 2,000 Robots Across 20 Cities, Daily Active Bots Up 10x — The Sidewalk Economy Quietly Hits the Inflection Slope

Serve Robotics Q1: ~$3M revenue, 7x YoY, 3.5x sequential — on a frozen fleet of 2,000 sidewalk robots in 20 cities. Daily active bots up 10x. The quarter the sidewalk-delivery thesis needed.

May 10, 2026

#serve-robotics#sidewalk-delivery#q1-2026