Uber has completely divested its interest in Serve Robotics, the company specializing in autonomous delivery robots that emerged from Uber over five years ago.
This information was revealed in a regulatory filing first highlighted by a news source. The process of Uber pulling back from Serve Robotics has been ongoing for at least a year, as indicated by filings showing a reduction in its stake in 2025.
However, the final decision to sell all shares caught Serve Robotics off guard, with the news coming to them only upon the official announcement, as per a knowledgeable insider. Efforts to contact Uber for further comment were unsuccessful.
This divestiture takes place as the two companies, once closely aligned, begin to show differing business directions.
Serve Robotics originated as Postmates X, the robotics sector of the on-demand delivery platform Postmates, which Uber acquired in 2020 for a staggering $2.65 billion. A year later, it became an independent entity named Serve Robotics, named after the autonomous sidewalk delivery bot that Postmates X developed and tested.
Uber not only supported Serve’s initiatives but also formed a partnership with the company in 2022. Their collaboration was expanded in May 2023 to enable the deployment of up to 2,000 of Serve’s sidewalk delivery bots through the Uber app across various U.S. markets.
It appears that Uber began its withdrawal earlier this year. Comments made during Serve’s second-quarter earnings call earlier this week predated the sale of Uber’s shares.
During the call, Serve Robotics co-founder and CEO Ali Kashani remarked, “From the first quarter of 2022 through this past quarter, our delivery volume via Uber saw consistent growth for 17 quarters. However, in Q2, we encountered a reversal for the first time. This was primarily due to lower-than-expected utilization of our robots.”
Kashani went on to mention that the two companies have “different perspectives” on the operational model necessary to enhance their shared autonomous fleet, particularly in terms of fleet coordination and merchant integration. He also noted that during this period, Serve Robotics saw a nearly 50% increase in deliveries with a different food delivery partner within just one quarter.
Consequently, Serve does not anticipate renewing its partnership with Uber when the current agreement expires in early 2027, Kashani stated during the earnings call.
Serve Robotics is among over 30 autonomous vehicle technology firms that Uber has either collaborated with or invested in throughout recent years.
