Uber has sold its entire stake in Serve Robotics, the autonomous delivery company that spun out of Uber-owned Postmates more than five years ago.
The sale was disclosed in a regulatory filing, marking the end of Uber’s investment in the robotics company after years of backing and partnership.
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From Postmates Division To Independent Company
Serve Robotics began as Postmates X, the robotics division of delivery startup Postmates, which Uber acquired for $2.65 billion in 2020.
The unit became an independent company called Serve Robotics in 2021. Uber remained an investor and later partnered with Serve to bring its sidewalk delivery robots to Uber Eats.
In 2023, the companies expanded the agreement to deploy up to 2,000 Serve robots across multiple U.S. markets.
Partnership Had Already Started To Weaken
Uber’s exit follows signs that the relationship was becoming less closely aligned.
Serve Robotics CEO and co-founder Ali Kashani said delivery volumes through Uber grew for 17 consecutive quarters from early 2022 through the first quarter of 2026. That trend reversed in the second quarter, which he attributed to lower-than-expected robot utilisation.
Kashani also said the two companies had “differing views” on how to scale their shared autonomous fleet, including fleet coordination and merchant integration. At the same time, Serve reported that deliveries through another food delivery partner increased by nearly 50% in a single quarter.
Serve did not expect to renew its partnership with Uber when the current agreement expires in early 2027, according to Kashani.
Uber Continues To Expand Its Autonomous Network
The divestment comes as Uber continues to work with companies developing autonomous vehicles and delivery technology. Serve Robotics is one of more than 30 autonomous vehicle technology companies that Uber has partnered with or invested in over the past several years.
The sale marks a significant shift in the relationship between the two companies, which once worked closely to bring autonomous delivery robots to Uber Eats customers.
