Serve Robotics vs Mobileye

Mobileye has a disclosed valuation of $7.6B, while Serve Robotics's valuation is not publicly available, making a direct size comparison difficult. Mobileye employs 1000+ people.

Serve Robotics has raised $60M in disclosed funding across 5 known rounds. Mobileye's funding history is not publicly available.

Mobileye leads with an Awaira Score of 92/100, while Serve Robotics sits at 60/100. That 32-point gap reflects real differences in funding, scale, and traction — it's not a vanity metric.

Serve Robotics was founded by Ali Kashani in 2017. Mobileye was founded by Amnon Shashua in 1999. Visit each company's profile on Awaira for a full founder biography.

Serve Robotics: Serve Robotics builds AI-powered sidewalk delivery robots designed to autonomously navigate urban environments and complete last-mile food and package delivery for restaurants and retailers. The robots operate on public sidewalks using a combination of computer vision, sensor fusion, and autonomous navigation software to complete deliveries without human remote operation.\n\nThe company is publicly traded on NASDAQ under the ticker SERV and raised approximately 60 million USD prior to listing. Serve has a commercial deployment agreement with Uber Eats and has operated its robot fleet in Los Angeles and other US cities with favorable sidewalk robot regulations. The company spun out of Postmates before being acquired and then spun out again as an independent entity.\n\nSidewalk delivery robotics is at an early commercial stage, with regulatory frameworks in most US cities still being established for autonomous sidewalk vehicles. Serve Robotics holds a first-mover advantage in the urban sidewalk delivery segment and benefits from its integration with the Uber Eats order network, providing a consistent demand source that standalone delivery robot operators without platform partnerships cannot access. Mobileye: Mobileye designs AI chips and software systems for advanced driver assistance and autonomous driving, producing the EyeQ system-on-chip series and associated computer vision software stack that is integrated into hundreds of millions of vehicles globally as the technical foundation for features including lane keeping, automatic emergency braking, and adaptive cruise control. The Jerusalem company was founded as a camera-based ADAS system pioneer before the autonomous vehicle era and grew to dominate the mass-market vehicle safety chip segment.\n\nMobileye was acquired by Intel in 2017 for approximately $15 billion and subsequently relisted on NASDAQ in 2022 in one of the largest technology IPOs of that year, with Intel retaining a majority stake. The company reports its EyeQ chips are integrated into vehicles from over 50 automakers globally, representing a dominant market share in camera-based ADAS hardware. Mobileye has expanded its product roadmap beyond ADAS toward full autonomy products including its Robotaxi platform, tested in Munich, Detroit, and Tel Aviv with selected mobility partners.\n\nMobileye competes in the ADAS and autonomous driving chip market against NVIDIA Drive, Qualcomm Snapdragon Ride, and Texas Instruments for automotive processor design wins, as well as against Waymo, Cruise, and Zoox in autonomous vehicle deployment. Its vertical integration across chip design, computer vision software, and mapping data creates a complete ADAS stack that automakers can implement without integrating components from multiple vendors. The Israel engineering heritage in computer vision, combined with decades of automaker relationships, gives Mobileye structural advantages in a market where safety certification requirements create multi-year adoption timelines.

Mobileye got there first, launching in 1999 — that's 18 years of extra runway. Serve Robotics didn't arrive until 2017. In AI, that kind of head start means more training data, deeper customer relationships, and a bigger talent moat.

Serve Robotics has about 50-200 employees; Mobileye has about 1000+. A bigger team usually means more revenue or heavier VC backing, but in AI, small teams can build at massive scale.

Yes — they're direct rivals. Both Serve Robotics and Mobileye compete in AI Robotics, targeting many of the same buyers. If you're evaluating one, you should be looking at the other.