Core Insights - Serve Robotics Inc. is on track to deploy 2,000 autonomous delivery robots by the end of 2025, aiming for a tenfold revenue increase in 2026 [2][5][12] - The company reported a revenue of $687 thousand for Q3 2025, representing a 209% increase compared to Q3 2024 [5][23] - Serve has established a strong liquidity position with $210 million in cash and raised an additional $100 million through a direct share offering [5][6] Business Highlights - Delivery volume grew by 66% quarter-over-quarter and 300% year-over-year [5][6] - A new multi-year strategic partnership with DoorDash was launched to enhance delivery capabilities across the U.S. [5][6] - The company expanded its market presence by launching operations in Chicago, serving over 3,600 restaurants and a population of 3 million [5][6] Financial Highlights - The company ended Q3 2025 with a liquidity position of $210 million and completed a $100 million equity offering in October 2025 [5][6] - Fleet revenues increased by 31% sequentially to $433 thousand, with branding revenues up by 120% [5][6] - The net loss for Q3 2025 was $33.02 million, compared to a net loss of $20.85 million in Q2 2025 [23][25] Outlook - Guidance for FY2025 anticipates revenue exceeding $2.5 million [4] - Preliminary projections suggest a tenfold revenue growth in 2026 [5][12] - The company expects to deploy its 2,000th robot ahead of schedule in mid-December 2025 [12]

Core Insights - Datadog AI Research has launched two significant projects: Toto, an open-weights foundation model for observability, and BOOM, the largest public benchmark for observability metrics [1][2][4] Group 1: Datadog AI Research Initiatives - Toto is the first open-source foundation model focused on observability, trained on Datadog's internal telemetry metrics, achieving superior performance compared to existing time series foundation models (TSFMs) [2][3] - BOOM provides a comprehensive benchmark with 350 million observations across 2,807 real-world multivariate series, addressing unique challenges in production telemetry [4][5] Group 2: Technical Features and Benefits - Toto's zero-shot forecasting capability allows for immediate anomaly detection and capacity planning without the need for per-series tuning, which is essential for monitoring billions of ephemeral time series [3][5] - BOOM serves as an actively maintained resource for the research community, facilitating advancements in forecasting models specific to observability metrics [4][6] Group 3: Future Directions and Collaboration - Datadog AI Research aims to continuously release AI projects and collaborate with applied AI teams to develop tools that address customer challenges and enhance engineering workflows [5][6] - The open-source nature of Toto and BOOM invites contributions from the research and open-source software communities to advance observability forecasting [6]