Serve Robotics, a San Francisco-based delivery robot company, has announced a new partnership with DoorDash, marking its expansion beyond its long-standing collaboration with Uber Eats. The deal will see Serve’s sidewalk robots begin handling food deliveries in Los Angeles, with plans to extend across the U.S., the company said Thursday.
Following the announcement, Serve’s shares surged more than 25%, reaching their highest level in eight months. The partnership allows Serve to access DoorDash’s vast network of restaurants and customers, significantly increasing the volume of orders available for its autonomous delivery fleet.
“This partnership enables us to go to cities where DoorDash is the dominant player,” said Serve CEO Ali Kashani, noting that the company now has a large enough fleet to serve multiple delivery platforms efficiently. He added that revenues will grow as the partnership scales to match Serve’s existing Uber Eats operations.
Serve’s robots have already completed over 100,000 deliveries across cities including Los Angeles, Miami, Chicago, and Atlanta, handling orders from more than 2,500 restaurants. The expansion with DoorDash strengthens its position in the rapidly growing autonomous last-mile delivery market, which companies are turning to in order to cut labor costs and speed up service.
DoorDash recently unveiled its own delivery robot, Dot, and continues to explore automation through partnerships with Alphabet’s Wing for drone deliveries.