Delivery bots are wheely trying 🤖

Oct 8, 2025

Kaley Ubellacker

Happy Wednesday!

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Good Reads 📖

For the rushed reader …

Food delivery robots are moving from novelty to neighborhood fixture, but their real-world performance raises questions about the future of urban logistics.

  • According to Crunchbase, North American startup funding remained steady in Q3 2025, with investors pouring $63.1 billion into reported seed through growth-stage rounds.

  • MIT researchers developed a new framework that helps engineers design complex systems, like drones, autonomous vehicles, and transportation networks.

For the less rushed reader …

The bot-tom line

Bots are taking a byte of delivery. Food delivery robots are moving from novelty to neighborhood fixture, but their real-world performance raises questions about the future of urban logistics. Serve Robotics has deployed fleets of four-wheeled bots, delivering Uber Eats orders over short distances while navigating crowded sidewalks, crosswalks, and urban obstacles. DoorDash recently joined the race with its own delivery robot rollout, signaling broader industry adoption. Early deployments highlight both potential and limitations: the bots reduce labor costs, cut emissions, and provide scalable last-mile delivery, but they struggle with reliability, human interaction, and regulatory oversight. As AI-driven delivery expands, companies such as Avride, Coco Robotics, and major platforms like Uber and Lyft are racing to test fleets in cities and college towns, showing that adoption is as much about public perception as it is about efficiency. The bots are wheely trying, but where do they go from here?

The AI-ssential investment

In the VC space, Q3 was all about round giants versus deal dwarfs. According to Crunchbase, North American startup funding remained steady in Q3 2025, with investors pouring $63.1 billion into reported seed through growth-stage rounds. While the overall number of rounds declined, larger financings at both early and late stages pushed totals higher, highlighted by Anthropic’s $13 billion Series F, Cerebras’ $1.1 billion Series G, and billion-dollar rounds in quantum computing and robotics. Early-stage investment saw a record five-quarter high, and AI startups captured roughly 57% of all funding, emphasizing the sector’s dominance. Strategic acquisitions by Atlassian and OpenAI reflect ongoing consolidation in the tech landscape. Despite strong overall activity, biotech and cleantech funding continued to lag, signaling a continued shift in investor focus toward AI and high-growth technology sectors. It’s high tide for VC dollars, as far as the AI can see.

Putting the certain in uncertainty

When life gives you unknowns, just send the problem to MIT and wait for an answer. MIT researchers developed a new framework that helps engineers design complex systems, like drones, autonomous vehicles, and transportation networks. Traditional design approaches often assume fixed specifications for parts such as batteries or sensors, but this new method models a range of possible outcomes, capturing how different components interact under variable conditions like weather or fluctuating sensor accuracy. Using category theory and a modular co-design approach, the framework allows multidisciplinary teams to evaluate tradeoffs between cost, performance, and feasibility across an entire system. Early applications include optimizing drone payloads, battery choice, and perception systems, providing insights impossible under conventional best-case/worst-case modeling. This approach could make autonomous systems and large-scale infrastructure more robust, reliable, and easier to design collaboratively. Guess there’s no need to wing it anymore when you’re building drones.

Market Stirrings 🚩

Here's what the week looked like in pre-seed:

$11.5M

Total Amount Raised

Total Amount Raised

Total Amount Raised

$959k

Total Funding Rounds

Total Funding Rounds

Total Funding Rounds

12

12

12

Average Dollars per Round

Average Dollars per Round

Average Dollars per Round

$4.8M-$9.6M

$4.8M-$9.6M

$4.8M-$9.6M

Estimated Valuation Range

Estimated Valuation Range

Estimated Valuation Range

Data aggregated from proprietary research and Crunchbase; valuation estimate based on 10-20% ownership stake.


CLIMBING THE L(AI)DDER
AI companies are clearly in a league of their own, according to Carta’s latest valuation analysis. Year-over-year, the median valuation jump from seed to Series A for non-AI companies increased by just 0.1x, which is modest compared with AI companies, whose valuations grew 0.5x at the median and 0.6x at the 75th percentile. Looking at the upper end, non-AI companies at the 75th percentile saw a 4x step-up in 2025, while AI companies hit 5.2x, leaving a 1.2x gap in growth between the two groups.

fintech

HashtEX - A new kind of bitzness.

HashtEX raised $300k at a $6.5 pre-money valuation. HashtEX is building a marketplace where fans can collect and trade symbolic digital tokens, called Bitz, that represent real creators, athletes, and internet personalities.

AI

Lunos - Making cents of it all.

Lunos raised $5 million from Cherry Ventures and General Catalyst. Lunos is developing AI agents that automate B2B account receivables, handling invoice follow-ups, payment negotiations, and cash flow optimization.

AI

Hupside - Original thoughts with a hupgrade.

Hupside raised $1.7 million from Ruxton Ventures. Hupside is building a platform that measures and enhances originality, helping individuals and organizations identify, quantify, and scale innovative thinking.

JOBORTUNITIES

| Hardware Test Engineer | - Copper:
Rethinking the induction stove and making kitchen electrification more accessible than ever. Picture a fossil-free future, without sacrificing aesthetics.

| Full Stack Software Engineer | - OneImaging:
Envisioning the future of transportation beyond cars and into the realm of personal electric vehicles. Its first product, P1, is the ultimate tool for city navigation.

Outro🚪

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