Particle.news

Serve Robotics Turns to Grubhub and DoorDash After Uber Exit

The company is using new marketplace deals, smaller micro depots, and hospital-robot rollouts to replace lost Uber volume and cut operating costs.

Overview

  • Serve has struck a confirmed deal with Grubhub to deliver orders by robot in Chicago, Los Angeles and Alexandria using its sidewalk robots.
  • Uber has fully divested its stake in Serve and the company said it does not currently plan to renew its Uber Eats delivery agreement when it expires early next year.
  • Serve expanded service with DoorDash into San Jose and Washington, D.C., as part of a push to spread volume across multiple platforms.
  • The company is opening smaller 'micro depots' in Miami to reduce staging and charging costs and has begun rolling out next‑generation Moxi hospital robots after acquiring Diligent Robotics.
  • Serve reports a nationwide fleet measured in the low thousands and local footprints such as roughly 500 robots in Los Angeles, but the firm faces pressure to grow volume quickly as revenue guidance was sharply reduced this year and automation investments by marketplace owners accelerate.