Market Opportunity & Solution - The robotic and drone delivery market is estimated to reach $450 billion by 2030 [12] - Serve robots are expected to achieve an average last-mile delivery cost of $1.00 with increased autonomy and adoption [14] - Serve robots aim to reduce reliance on cars, which caused approximately 10% of global energy-related CO2 emissions in 2022 [8, 10] Growth & Operations - Serve has signed a contract for 2,000 robots with Uber Eats, with full deployment expected by the end of 2025 [27] - The company has experienced over 40% quarter-over-quarter growth in deliveries on average since Q1 2022 [24] - Serve's delivery completion rate is up to 99.8% [24] Technology & Innovation - The Gen3 robot achieves a 65% cost reduction compared to previous generations [34, 35] - The Gen3 robot has 5x more brain power with Nvidia Jetson Orin and Ouster REV7 Lidar [34] - The Gen3 robot has 67% more battery capacity and 15% more cargo space [34] Financials - Serve has completed $259 million in financing since January 2024, including $91.5 million in Q1 2025 [60] - The company anticipates $20 million in cash savings over the next 2 years related to the 2,000 robot build [60] - Total Q2 2025 revenue is expected to be in the range of $600k - $700k, representing approximately 35-60% QoQ growth [60]