Uber Sells Entire Stake in Autonomous Delivery Company Serve Robotics

Uber has sold its entire stake in Serve Robotics, ending its investment in the autonomous delivery robot company that emerged from Postmates more than five years ago.

The sale was disclosed in a regulatory filing and first reported by Bloomberg. Uber had already been reducing its ownership in Serve during 2025, according to regulatory filings, but the complete exit still caught Serve by surprise. A person familiar with the matter said Serve learned about the divestiture after it was officially disclosed.

Uber exits its investment in Serve Robotics

Serve’s relationship with Uber dates back to its origins inside Postmates. The company began as Postmates X, the deliverystartup’ss robotics division, before Uber acquired Postmates for $2.65 billion in 2020.

The robotics operation was spun out as an independent company called Serve Robotics in 2021. Uber remained involved as an investor and later became an important commercial partner.

In 2022, Uber and Serve established a partnership involving autonomous sidewalk deliveries. The companies expanded the agreement in May 2023 with plans to deploy as many as 2,000 Serve robots through Uber’s platform across multiple U.S. markets.

Serve and Uber diverge on delivery strategy

Signs that the relationship was changing emerged before Uber disclosed its final share sale. Serve co-founder and CEO Ali Kashani said during the company’s second-quarter earnings call that delivery volume through Uber had grown for 17 consecutive quarters, from the first quarter of 2022 through the first quarter of 2026.

That streak ended in the second quarter, when Serve recorded lower-than-expected robot utilisation through Uber.

“In Q2, that trend reversed for the first time. This was caused by lower-than-expected robot utilisation,” Kashani said.

Kashani said Serve and Uber had “differing views” about the operating model required to scale their shared autonomous delivery fleet. He cited areas including fleet coordination and merchant integration.

During the same period, Serve said deliveries through another food delivery partner increased nearly 50% in a single quarter.

Serve does not expect to renew its agreement with Uber

Kashani said on the Aug. 6 earnings call that Serve did not expect it would make sense to renew its partnership agreement with Uber when the current arrangement expires in early 2027.

The comments indicate that the commercial relationship had already been weakening before Uber’s complete investment exit became public.

Serve remains one participant in Uber’s much broader autonomous transportation strategy. Uber has partnered with or invested in more than 30 autonomous vehicle technology companies over the past several years as it works to bring different forms of autonomous transportation and delivery onto its platform.

Uber’s decision to sell its remaining Serve shares now adds a financial separation to a partnership that was already moving in different directions operationally.