Serve cuts 2026 guidance to $9 million and lines up Grubhub to keep 2,000 robots busy

Serve Robotics added Grubhub as a delivery partner and opened two more cities.
The sidewalk-robot company announced the moves Monday as it works to replace revenue it lost when its Uber Eats deal fell apart.
Where the Grubhub robots start rolling
Grubhub customers in Chicago, Los Angeles, and Alexandria, Virginia, can now get food delivered by one of Serve’s autonomous robots.`
At launch, 100+ restaurants in Chicago and almost 200 in Los Angeles will be participating in the service, with Serve expecting more to sign up.
Grubhub is owned by Wonder, a food-technology company that also operates its own restaurant brand. Wonder’s Alexandria kitchen will dispatch orders to Serve robots too.
“Our partnership with Serve brings autonomous delivery to Grubhub customers in Chicago, Los Angeles, and Alexandria, while also enabling robot delivery from Wonder’s Alexandria location,” PJ Poykayil, Wonder’s EVP of Customer Delivery Operations, said.
Serve CEO Ali Kashani contextualized the deal in terms of scale. Each platform Serve taps into expands the number of restaurants and neighborhoods its ~2,000 robots can reach, he said.
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