The DoorDash-Serve partnership is a smart strategic move that helps both companies - Serve gets distribution through DoorDash's massive merchant base while DoorDash diversifies beyond just their proprietary Dot robot. I'm curious about the economics of managing multiple robot providers simultaneously (Serve, Coco, Dot) - seems like operational complexity but maybe the hedge against any single vendor's tech limitations is worth it. The Revolute hybrid aerial/ground robot concept is fascinating and could solve the 'last 50 feet' probem that ground bots struggle with in high-density apartments. However, regulatory approval for autonomous drones doing deliveries is still years behind where ground robots are. The $100M stock issuance for Serve feels agressive given they're only scaling to 2,000 units. Great roundup of all the robotics developments!
The DoorDash-Serve partnership is a smart strategic move that helps both companies - Serve gets distribution through DoorDash's massive merchant base while DoorDash diversifies beyond just their proprietary Dot robot. I'm curious about the economics of managing multiple robot providers simultaneously (Serve, Coco, Dot) - seems like operational complexity but maybe the hedge against any single vendor's tech limitations is worth it. The Revolute hybrid aerial/ground robot concept is fascinating and could solve the 'last 50 feet' probem that ground bots struggle with in high-density apartments. However, regulatory approval for autonomous drones doing deliveries is still years behind where ground robots are. The $100M stock issuance for Serve feels agressive given they're only scaling to 2,000 units. Great roundup of all the robotics developments!