Key Takeaways Serve Robotics is scaling fast, with over 1,000 robots and 209% revenue growth in Q3 2025.UBER posted 33% adjusted EBITDA growth in Q3 2025, with delivery bookings up 25% year over year.Serve trades at 35.05X forward sales vs. UBER's 2.76X, highlighting differing risk-reward profiles.Autonomous delivery is moving from experimentation toward early commercialization as advances in AI, robotics and computing intersect with rising labor costs and urban congestion. Within this evolving landscape, S ...