Direct Overlap
Applied EV
Autonomous electric vehicle platforms. Blanc Robot is a modular autonomous delivery/utility vehicle …
Coventry, UK·Series A
Early Traction· First 100 Blanc Robot units assembled (Suzuki bodies); $30.7M from Australia NRF (Jan 2026); Japan Post Capital investment (Dec 2025)
StartupAutonomous VehicleDeliveryIndustrial
Logistics & DeliveryGeneral Purpose
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Partial Overlap
Club Car
Electric utility and golf vehicles owned by Platinum Equity. Large fleet of low-speed vehicles in re…
Augusta, GA·Private (Platinum Equity)· 3,000+
Scaling· Major brand under Platinum Equity; dominant in golf and commercial utility vehicle market; Carryall and Onward lines
EnterpriseAutonomous VehicleConsumer
Consumer / ProsumerLogistics & DeliveryGeneral Purpose
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Partial Overlap
Segway-Ninebot
Chinese personal mobility and robotics company. Makes scooters, go-karts, and delivery/companion rob…
Beijing, China·Private ($1B+ revenue)· 3,000+
Scaling· World #1 in wire-free robotic lawn mower volume sales (Navimow); sold in 40+ countries; 2026 lineup of 6 product series
Wheeled RobotConsumerDelivery
Consumer / ProsumerLogistics & Delivery
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Partial Overlap
Greensi
Electric utility vehicles for commercial and industrial use. Australian manufacturer.
Melbourne, Australia·Private
StartupAutonomous VehicleDeliveryIndustrial
Logistics & DeliveryGeneral Purpose
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Adjacent Market
Cyngn
Autonomous industrial vehicle technology. DriveMod retrofit kit converts existing vehicles to autono…
Menlo Park, CA·Public (NASDAQ: CYN)· 100+
Early Traction· Tripled DriveMod Tugger orders in 2025 vs 2024; $150K nine-month revenue; $32M funding raised
Public CompanyStartupAutonomous VehicleWarehouseIndustrial
Logistics & DeliverySoftware & AI
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Adjacent Market
REE Automotive
Modular electric vehicle platform with corner-integrated motors, steering, and braking.
Tel Aviv, Israel·Public (NASDAQ: REE)· 300+
Early Traction· $207K trailing 12-month revenue; paused production in 2025; pivoting to software/licensing model; $107M potential shuttle deal
Autonomous VehicleDelivery
Logistics & DeliveryGeneral Purpose
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Tangential
Scout AI
AI-powered autonomous robots for last-mile delivery and campus logistics.
USA·Seed
Early Traction· $15M seed; 2 DoD contracts; Fury foundation model for defense robotics; Army UxS Autonomy contract (up to $150M)
StartupWheeled RobotDelivery
Logistics & DeliveryConsumer / Prosumer
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Tangential
Nuro
Purpose-built autonomous delivery vehicles for last-mile goods delivery. Road-legal R3 vehicle for g…
Mountain View, CA·Series D ($2.1B+ total)· 1,100+
Early Traction· Pivoted to licensing; partnered with Uber/Lucid for 20K+ robotaxis launching late 2026; 1.7M autonomous miles
Well-FundedStartupAutonomous VehicleDelivery
Logistics & Delivery
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Tangential
Starship Technologies
Sidewalk delivery robots on college campuses and neighborhoods. One of the most deployed delivery ro…
San Francisco, CA·Series B ($100M+)· 400+
Scaling· 9M+ deliveries, 2,700+ robots across 270+ locations in 7 countries, profitable
Well-FundedStartupWheeled RobotDelivery
Logistics & DeliveryConsumer / Prosumer
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Tangential
Serve Robotics
Autonomous sidewalk delivery robots partnered with Uber Eats. Public company focused on last-mile fo…
Los Angeles, CA·Public (NASDAQ: SERV)· 150+
Scaling· 2,000+ robots deployed (largest US sidewalk fleet), 713% daily supply hour growth YoY, 3,600+ restaurant partners
Public CompanyStartupWheeled RobotDelivery
Logistics & Delivery
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Tangential
Bear Robotics
Autonomous restaurant service robots. Servi robot deployed in thousands of restaurants for food runn…
Redwood City, CA·Series C ($60M+)· 200+
Scaling· 25,000+ Servi units globally; single restaurants running 16-30 units handling 1,100+ daily deliveries
Well-FundedStartupWheeled RobotHospitalityDelivery
Consumer / ProsumerLogistics & Delivery
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Tangential
Pudu Robotics
Chinese service robot maker deployed in 60+ countries. Delivery, cleaning, and hospitality robots.
Shenzhen, China·Series C ($150M+)· 1,000+
Scaling· 100,000+ robots sold across 80+ countries; BellaBot deployed by PizzaHut, Jollibee, Carrefour, KFC, Walmart; Skylark ordered 3,000 BellaBots
Wheeled RobotHospitalityDelivery
Consumer / ProsumerLogistics & Delivery
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Tangential
Cartken
Autonomous delivery robot company backed by Google. Their computer-vision stack achieves urban relia…
San Francisco, CA·Series A ($25M+)· 50-100
Deployed· Pivoted to industrial; Mitsubishi ordered ~100 Hauler robots (660 lb capacity) for Japanese industrial sites
StartupWheeled RobotDeliveryAutonomous Vehicle
Logistics & DeliveryConsumer / Prosumer
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Tangential
Ottonomy
Autonomous delivery robot company operating in airports, malls, and outdoor environments. Ottobots h…
Brooklyn, NY·Seed ($7M+)· 20-50
Early Traction· Series A Jul 2025; world's first autonomous medical delivery at Hancock Regional Hospital
StartupWheeled RobotDelivery
Logistics & Delivery
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Tangential
Gaussian Robotics (Gausium)
Chinese autonomous cleaning robot manufacturer with 6,500+ customers across 70+ countries, producing…
Shanghai, China·$361M+ (Series D, unicorn)· ~700
Scaling· 6,500+ customers in 70+ countries; 90%+ market share in China commercial floor cleaning; 8,000+ units sold in single year; corporate profitability achieved
Wheeled RobotIndustrialCleaningWarehouseHospitality
General PurposeLogistics & Delivery
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Ecosystem
Agility Robotics
Creator of Digit, a bipedal humanoid robot designed for warehouse logistics. Building the first huma…
Corvallis, OR·Series B ($178M+)· 200-500
Deployed· ~100 Digit units sold; 100K+ totes moved at GXO; deals with Toyota, Mercado Libre, Schaeffler
Well-FundedStartupHumanoidWarehouseIndustrial
Logistics & DeliveryGeneral Purpose
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Ecosystem
Apptronik
Austin-based humanoid robotics company building Apollo, a general-purpose humanoid robot for manufac…
Austin, TX·Series A ($150M+)· 100-200
Early Traction· Nearly $1B raised; Mercedes-Benz and GXO pilots; $5B valuation; Jabil manufacturing partnership
Well-FundedUnicornStartupHumanoidIndustrialWarehouse
General PurposeLogistics & Delivery
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