Ever since the founders of Skype launched Starship over eight years ago, we’ve seen an explosion of small-footprint delivery robots that navigate sidewalks to deliver their payloads to consumers.
While these small robots sidestep many of the challenges and regulatory oversight needed for on-road travel, they are, in general, pretty small and usually only travel short distances.
However, a new company called Vayu, founded by former Apple and Lyft execs, hopes to make the robot delivery market (and our groceries) arrive just a little faster by jumping off the curb and into the bike delivery lane with its new robot. The Vayu One, which was formerly introduced today, is a larger form-factor robot which can carry up to 100 pounds of payload and move at 20 miles per hour.
You can see the Vayu One in action in the video provided by the company below:
According to the company, the robot uses a transformer-based model (likely a vision language model) combined with a “passive sensor” that enables the robot to navigate without lidar (the laser-light-based navigation technology used by many autonomous automobiles). The company says the robot can navigate roads, and in-store environments, and also drop off the payloads at its delivery destinations unassisted (you can see it do just that in the video).
The video shows a worker using voice commands to control the robot and load packages as it navigates around the store. Unlike the smaller sidewalk robots like those of Serve and Starship, the Vayu One is somewhat sizable, about the length of an e-bike and approximately three feet wide. This makes me wonder how it will navigate within the narrow corridors of some small-format stores.
Interestingly, the company says it has already obtained regulatory approval to operate on some public roads in certain cities. I’m interested to see which cities have greenlit the company, as my guess is that putting a robot onto a public street – even if it’s a bike lane – would require a significant amount of regulatory hoop-hopping compared to sidewalk delivery.
According to the company, they have a deal with a “large e-commerce player” to deploy 2,500 robots to enable ultra-fast delivery. If the deal holds up, Vayu would quickly eclipse the fleet numbers of Serve (which has about 100 robots in the field) and other players in the autonomous bot delivery space.
Vayu is backed by blue-chip VC Khosla Ventures, which recently led a $12.7 million funding round.
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