<div dir="ltr"><div><div class="gmail_default" style="font-size:large">Hi Everyone,</div><div class="gmail_default" style="font-size:large">The CEO of autonomous delivery technology company Serve Robotics recently <span class="Asgive ng" style="border-style:none;background:none">did</span> an interview and here is the video and summary.</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large"><a href="https://www.youtube.com/watch?v=XOIFgWr27_g&amp;list=WL&amp;index=7&amp;t=64s">https://www.youtube.com/watch?v=XOIFgWr27_g&amp;list=WL&amp;index=7&amp;t=64s</a></div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large"><span style="color:initial">Gemini Summary:</span></div><div class="gmail_default" style="font-size:large"><p style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-family:Roboto,Arial,sans-serif;font-size:14px;line-height:2rem;white-space:pre-wrap;color:initial;text-decoration-color:initial">This video features <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Ali Kashani</em>, Co-Founder and CEO of <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Serve Robotics</em>, discussing the company&#39;s transformation from a delivery robot startup into a scalable <span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">operating layer for physical AI</span>.</p><h3 style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-family:Roboto,Arial,sans-serif;font-size:1.4rem;line-height:2rem;font-weight:400;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Key Themes and Business Milestones</span></h3><ul style="margin:0px;padding:0px 0px 0px 12px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-family:Roboto,Arial,sans-serif;font-size:14px;color:initial;text-decoration-color:initial"><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Fleet Growth:</span> <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Serve Robotics</em> has scaled from approximately 50 robots to 2,000, achieving $3 million in revenue in Q1 2026, with 45% of that revenue derived from <span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">recurring software licenses</span> (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">7:08</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">9:00</span>).</li><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Platform Licensing:</span> The company is now monetizing its technical stack, offering modular services like <span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Autonomy Assist</span> (remote human-in-the-loop operation) and data infrastructure to third-party developers (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">9:04</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">10:17</span>).</li><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Gen 3 Vehicle:</span> The new vehicle design offers significant improvements, including 11 mph speeds, 48-mile range, four-wheel steering/suspension, and heavy-rain operation capabilities, all while reducing manufacturing costs by 65% compared to Gen 2 (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">23:28</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">24:50</span>).</li><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Strategic Expansion:</span> <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Serve</em> is moving into new verticals, including <span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">healthcare</span> via the acquisition of <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Diligent Robotics</em> (Moxy robots), allowing them to navigate indoor environments like hospitals (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">30:09</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">33:06</span>).</li><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Manufacturing Strategy:</span> Leveraging a partnership with <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Magna International</em> in <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Michigan</em>, the company utilizes a sub-assembly process in <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Asia</em> to optimize production costs and navigate trade tariffs (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">21:48</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">22:38</span>, <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">24:55</span>).</li></ul><h3 style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-family:Roboto,Arial,sans-serif;font-size:1.4rem;line-height:2rem;font-weight:400;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Future Outlook</span></h3><ul style="margin:0px;padding:0px 0px 0px 12px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-family:Roboto,Arial,sans-serif;font-size:14px;color:initial;text-decoration-color:initial"><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">International Growth:</span> The company is initiating expansion into <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Tokyo</em> and <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Sydney</em> in 2026, with a larger APAC rollout planned for 2027, focusing on markets with labor shortages and supportive policy frameworks (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">16:52</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">20:00</span>).</li><li style="margin:8px 0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;color:initial;text-decoration-color:initial"><span style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;font-size:1.4rem;line-height:2rem;font-weight:600;color:initial;text-decoration-color:initial">Physical AI Infrastructure:</span> <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Kashani</em> emphasizes that <em style="margin:0px;padding:0px;border:0px;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;text-decoration-color:initial">Serve Robotics</em> provides the critical &quot;plumbing&quot; for the physical AI economy, including safety protocols, navigation in complex human environments, and operational tooling for managing thousands of autonomous machines simultaneously (<span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">34:06</span> - <span class="gmail-ytwMarkdownDivTimestamp" role="button" tabindex="0" style="margin:0px;padding:0px 2px;border:2px solid buttonborder;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial;color:initial;border-radius:2px;display:inline-block;text-decoration-color:initial">36:00</span>).</li></ul></div><br></div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div></div></div></div></div></div></div>