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    Sarah ChenGoldman Sachs

    Sarah Chen's questions to Serve Robotics Inc (SERV) leadership

    Sarah Chen's questions to Serve Robotics Inc (SERV) leadership • Q3 2024

    Question

    Sarah Chen inquired about the specific technological improvements in the third-generation robots and how these enhancements drive both revenue and cost efficiencies.

    Answer

    CEO Ali Kashani detailed that Gen 3 robots feature 70% more battery, double the speed, and 5x more compute power, which increases delivery capacity and efficiency. He also highlighted that robot costs were halved through in-house component manufacturing, design optimization, and economies of scale.

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