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The Spoon

Daily news and analysis about the food tech revolution

Delivery & Commerce

While Amazon Struggles With Futuristic Retail, Sam’s Club is Doubling Down on Computer-Vision To Aid Store Exits

An interesting set of stories came out over the past week, which showed how two retail giants are leveraging technology to help consumers get out of the store faster.

One one hand, you have Amazon halving its Go store count to 16 locations, shifting focus to licensing its “Just Walk Out” technology to third-party retailers.

On the flip side, Walmart’s bulk membership club Sam’s Club is investing more heavily to use computer vision to aid shoppers to get out of the store faster.

The key difference? Sam’s Club is using computer vision for receipt verification. Previously, members had to stop at the exit while associates manually checked receipts, causing bottlenecks. Now, cameras at the exit automatically scan carts and verify purchases, allowing members to walk out without interruption. AI works in the background to refine accuracy, while employees are freed up to assist shoppers rather than policing receipts.

Contrast this with Just Walk Out, which is Amazon’s effort to eliminate the checkout experience all together which, it appears for many people, is still too weird and feels a little to close to shoplifting.

As I wrote last year, Just Walk Out is “a radically tech-forward evolution of checkout, but one in which Amazon appears to have widely overestimated just how many people would use it and how easy it would be to implement. Self-checkout fits most shoppers’ needs when they are in a hurry, and there aren’t that many situations where consumers feel they need to skip checkout altogether.”

CookUnity Acquires Cookin to Accelerate Growth As it Nears $500 Million in Annual Revenue

CookUnity has acquired Cookin, an online chef culinary commerce platform based in Toronto, the two companies announced this week. CookUnity, a New York City-based platform that delivers chef-created meals to consumers, will integrate Cookin’s 1,500 creators—ranging from home cooks to restaurant chefs—operating across 40 U.S. states and 10 Canadian provinces into their network of chef creators to power the company’s delivery service.

The deal will also bring Cookin’s SaaS technology to CookUnity’s chefs, providing a turnkey storefront that enables home cooks and chefs to create “Drops”—essentially short-term pop-ups without a big capital investment—as well as sell à la carte meals.

According to Cookin CEO Morley Ivers, the seeds for the deal were planted last summer when he met CookUnity founder and CEO Mateo Marietti.

“We immediately recognized the powerful synergy between our visions and the vast potential of combining our strengths,” wrote Ivers in a post on LinkedIn. “Together, we represent an unparalleled ecosystem that will make the food industry better, forever.”

While Cookin launched with a focus on smaller culinary creators, such as home cooks making meals out of their home kitchens (in this way, it was similar to the now-defunct Josephine or the Cook Alliance, a non-profit that launched last year to act as a marketplace for home cooks to sell meals), CookUnity focuses on chefs looking to launch an online business from their commercial kitchens. CookUnity’s expertise in logistics, ingredient sourcing, packaging, and delivery will bring additional services to the home chef community currently operating on Cookin’s platform.

On the ingredient side, the newly combined entity is launching the Ingredients Club, which will provide home chefs with access to wholesale food supplies. According to Ivers, CookUnity is responsible for spending around $100 million annually on ingredients for its chefs.

Terms of the deal were not disclosed, but Ivers says all 52 Cookin shareholders approved the agreement, giving them equity in CookUnity. According to CookUnity, prior to the deal, they were approaching half a billion dollars in annual revenue and growing at 80% year over year.

Robot Delivery Startup Starship Teams Up With European Food Delivery Company Bolt

Sidewalk robotic delivery Starship Technologies announced this week they are teaming up with Bolt, a European multiplatform delivery company, to launch a new food delivery service using Starship’s autonomous robots in Tallinn, Estonia.

The launch, centered in Tallinn, has the potential to reach up to 180,000 residents according to Bolt. Starship’s robots will operate from three Bolt Market locations—Tulika, Pallasti, and Mustika—via the Bolt Food app. During the launch period, customers will get to use the service for free (the companies did not disclose how much the service will cost post-launch).

Starship robots can carry up to three bags of groceries within a 3-kilometer radius. Bolt customers can opt for “robot delivery” through the app, meet the robot outside their location, and unlock it using the app to retrieve their items.

“This collaboration is not just about convenience and choice,” said Ahti Heinla, who cofounded Starship Technologies with fellow Skype cofounder Janus Friis. “Integrating our robots into Bolt’s service offers a scalable, sustainable delivery solution that reduces traffic and emissions. This is an exciting step forward toward greener cities across Europe.”

Starship, which was the first company to launch the first sidewalk delivery robot a decade ago, has completed over 7 million deliveries globally and traveled more than 14 million kilometers in 100 locations worldwide, according to the announcement. Operating at L4 autonomy since 2018, the company says its robots perform 150,000 crossings daily.

The two companies plan to expand beyond Tallin, but have yet to give a timetable for expansion. The news comes a week after Starship became the first sidewalk delivery platform approved for delivery in Minneapolis, delivering from Panda Express, Starbucks and Erbert & Gerbert’s.

Serve Robotics Partners With Drone Delivery Specialist Wing To Pair Sidewalk With Aerial Delivery

Serve Robotics Inc. and Wing Aviation announced a pilot program this week that will combine their delivery methods to extend the reach of restaurant deliveries across densely populated urban areas. According to the announcement, Serve’s robots will collect orders from restaurant curbsides and transport them to Wing’s AutoLoader hubs, where Wing’s drones will carry the packages to customers up to six miles away.

Serve Robotics spun out of Uber in 2021 and has since worked with the likes of Uber Eats and 7-Eleven. According to the company, its robots have completed tens of thousands of deliveries in urban markets. For its part, Wing, a subsidiary of Google’s parent company Alphabet, says it has racked up 400,000 commercial deliveries across three continents, working with food delivery partners like DoorDash.

This announcement is interesting because it represents the first integration of sidewalk and aerial delivery. I’ll be watching if this thing ever moves out of pilot since, as drone delivery has moved significantly slower in terms of rollout than many providers had hoped, and combining it with sidewalk delivery adds another potential complication that could trip up cautious delivery operators and restaurants.

However, if Serve can nail handoffs at Drone pick-up areas as suggested in the video (the choppy editing looks a bit suspect to me), I can see this becoming a real peanut butter and jelly combo for quick deployment of food.

Watch as a Serve Sidewalk Robot Hands Off Food Delivery to a Wing Drone

A Look at the Vayu One Delivery Robot, Which Navigates Bike Lanes to Deliver Your Food

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:

A Look at Vayu's Bike Lane Delivery Robot

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.

Speedy Eats Readies First Unattended Drive-Thru Convenience Store Location for Summer Launch


Speedy Eats, a maker of unattended vending and retail technology, will debut its first location with a customer this summer. The company, which has been showcasing its unattended retail concept at its lab in Baton Rouge, Louisiana, for the past year, will launch with an unnamed food operator in August, according to CEO Speed Bancroft.

As seen in the video below, the customer drives up to the unmanned retail store and scans a QR code to verify their purchase via the Speedy Eats app. Once the items are retrieved by the gantry robotic picker system, they are deposited on a small conveyor belt, which delivers them to the consumer’s pickup window.

Each Speedy Eats unattended convenience store holds up to 276 items, including both fresh food and shelf-stable items such as packaged drinks and chips. According to Bancroft, the company recommends no more than 30% of items be fresh, which translates to 76 items. While the initial systems will not have a built-in microwave oven, Bancroft says the company has patented a packaging system with a degassing valve that will enable them to offer ready-to-heat food items alongside ready-to-eat fresh items.

The company initially worked on developing an automated unattended drive-thru pizza restaurant but pivoted over the past year to build its unattended convenience store system. The company also has unattended vending machines currently in the field in the Baton Rouge market.

Introducing Speedy Eats - An Outdoors Unattended Retail Store.

Pipedream Raises $13M as It Looks to Build Underground Middle Mile Delivery Network

Underground delivery startup Pipedream Labs announced it has raised $13 million in funding. Company CEO Garrett McCurrach disclosed the funding, led by Starship Ventures, with participation from Cortado Ventures, Myelin Ventures, and others, in a post on LinkedIn.

The new capital infusion will primarily be utilized to enhance Pipedream’s “Instant Pickup” service and kick-start the construction of an ambitious middle-mile network in an as-yet-unnamed city. This network aims to facilitate quicker, more cost-effective urban deliveries.

What the company calls its Instant Pickup service is when it deploys its underground delivery technology at a grocery store, restaurant, or retail store. According to McCurrach, an Instant Pickup system enables a restaurant or grocery store to hand off an order to a customer in less than 15 seconds. The company says it has 100 preorders for Instant Pickup systems, a number which likely includes its Wendy’s pilot announced last year.

The company says it will also select a city to build its first large-scale middle-mile network installation. While McCurrach doesn’t say in which city they will first break ground, he did include a graphic of a map of the Phoenix metro area with a diagram outlining a “small middle mile network”

McCurrach: “This year, we will be selecting a city to build our first middle-mile network (a large-scale underground delivery network that makes current deliveries faster and cheaper in a city) and collaborating with local government and city officials to maximize the benefits of our low-cost, fast delivery system for all their citizens. Construction is set to begin this year, with plans to start utilizing the network by next spring.”

My guess is the company will likely find a lot more near-term traction for its Instant Pickup business, as extremely short-range delivery within a given plot of land is much easier to deploy than a city-wide installation. It also doesn’t hurt that the company’s push into curbside pickup and fast food drive-thrus comes at a time when grocery stores are growing their pickup business and quick service restaurants are reimagining how they handle drive-thru.

Report: Diners Opting for Restaurant-Specific Apps & Kiosks While Deemphasizing 3rd-Party Delivery

A new report published by Tillster shows that quick-service restaurant customers are increasingly opting to use restaurant-specific apps over 3rd party delivery apps.

The report, which analyzed the results of a survey of over 1,000 quick-service and fast-casual diners, showed that the number of customers who used restaurant-owned ordering channels over the past three months has increased 25% compared to last year, and 17% of those surveyed say they plan to use third-party apps and websites less in the coming year.

One reason diners are opting for restaurant-specific apps or websites is that they see them as lower cost. 44% indicated they preferred a restaurant’s app or website because it was less expensive. Another reason is the benefits of native restaurant app loyalty programs; over four in ten of those surveyed pointed to the restaurant loyalty rewards and benefits available through a native restaurant app/website.

Another reason third-party ordering apps are losing their shine is the decreasing number of choices as these platforms scale back the number of restaurants they support. According to Tillster, 45% of those surveyed in 2023 pointed to a “variety of options” as the top reason for preferring third-party apps, a number that dropped to 36% of respondents this year.

The survey also asked diners what they thought of in-store ordering kiosks. The report says an increasing number of diners prefer to order using kiosks, with 57% preferring this option compared to 36% last year.

Why are diners growing more enamored with kiosk ordering? According to the report, a growing preference for kiosk ordering is because many diners see them as quicker, more convenient, and a better way to see ordering options. 34% say ordering with a kiosk is faster (up 10% over last year), and 33% believe it’s more convenient (a 22% bump over the previous year). The biggest reason (45%) cited by diners for preferring kiosks is they say kiosks show them all the options, up 10% over 2023.

While newer approaches, such as remote cashiers or AI-voice bots taking orders, have gained an outsized amount of attention (and, in some cases, provoked outrage), the reality is that the most significant transition taking place today is the rapid adoption of restaurant-specific ordering apps and in-store ordering kiosks. The diner largely sees these solutions as an added convenience compared to solutions that are more on-the-nose regarding technology displacing in-venue workers.

Bellwether Debuts Small-Format, Countertop Electric Coffee Roaster for $15 Thousand

Today Bellwether Coffee announced its latest electric, ventless coffee roasting machine, The Bellwether Shop Roaster. The new roaster, which is the company’s third-generation electric roasting machine, will retail starting at $14,900, about one-quarter of the price of its second-generation roasting appliance.

According to the company, the Shop Roaster will be able to roast 3.3 pounds of coffee in about 15-20 minutes, meaning a throughput of up to 13 pounds of coffee per hour. As part of its new product lineup Bellwether will also offer a continuous roasting upgrade to the Shop Roaster for $5,000 extra ($19,900 for upgrade and the Shop Roaster). The continuous roasting upgrade will enable the auto-loading of green, unroasted beans into the coffee roaster, enabling up to 13 continuous roasts or 44 pounds of coffee before refilling the base with unroasted coffee beans.

We’ve been following Bellwether since the early days here at the Spoon when they were one of the early roasting infrastructure players pushing the industry towards electrification and decentralized roasting. While some of the bigger players in roasting, like Probat, have started to offer electric roasters, Whiel some players like Carbine have gone out of business, Bellwether continues to push the envelope on size and could attract even more coffee shops and retailers to experiment with roasting their own beans.

Robomart Partners With PIX Moving to Build Mobile Retail Stores On Top of PIX’s Skateboard Chassis Platform

Robomart, a company that helped pioneer the concept of “store hailing” when it first brought its concept of mobile convenience stores to CES five years ago, announced it had signed a deal with autonomous mobile vehicle platform company PIX Moving to utilize PIX Moving’s expertise in autonomous vehicle production to enhance its fleet of mobile retail stores.

PIX is a logical partner for Robomart on which to build its mobile storefronts because the PIX chassis has always been designed to enable functional and end-use design flexibility from the get-go. PIX’s platform allows for custom-designed compartments, which can be optimized for specific needs like size and temperature control. When we first covered PIX here at the Spoon, one of the concepts the company envisioned was a mobile grocery or convenience store on wheels.

Chinese company Pix Moving is taking a bit of a different approach to autonomous vehicles by removing most of the vehicle. The company is building a self-driving chassis platform on top of which its customers can build whatever they like.

So a big restaurant chain could create a mobile pod of lockers for meal delivery, or a grocery store could create a temperature-controlled store on wheels. A large warehouse-type store could just attach a flat base for moving inventory around.

Since then, PIX has expanded its vision towards building its own branded vehicles and has started calling its chassis a “skateboard chassis platform. ” The Robobus model PIX unveiled a couple of years ago looks pretty similar to the original Robomart concept, so building the next-generation autonomous Robomart models on top of the PIX platform looks like a fairly smooth transition.

I asked Robomart CEO Ali Ahmed how he sees the PIX-powered vehicles being rolled out and integrated with the current Robomart fleets, and he says that the PIX chassis-based Robomarts will start to be phased into the fleet starting near the end of 2025. Spoon readers will know that the current-gen Robomarts – which are called the Oasis model – are retrofitted sprinter vans manned by a driver and that Robomart introduced its autonomous version concept (called the Haven) last summer when it announced a funding round of $2M. Now, we know the PIX platform will power the Robomarts of the future, and, according to Ahmed, it will sit underneath both future smaller stores (like the future autonomous versions of the Oasis) and bigger stores in the Haven.

While it may not be a mobile store, you can see a PIX vehicle in action in the video below.

Meet PIX Moving Space at the park

Half a Million Deliveries & Counting: A Five-Year Snapshot of Sidewalk Robot Deliveries at George Mason

This week, sidewalk robot delivery startup Starship Technologies celebrated the fifth anniversary of its first campus deployment in the US and, as part of its announcement, gave us a peek into how its fleet has grown over the past half-decade at George Mason University (Mason).

According to Starship, their robots started rolling around Mason on January 22, 2019. Since then, they’ve grown their fleet from its initial 25 robots to 60 and the number of merchants around campus from 4 to 18. According to Starship, the Mason fleet is the world’s largest sidewalk robot delivery fleet.

Here are some of the stats about the Mason deployment sent to The Spoon:

  • Nearly 500,000 deliveries have been made.
  • The robot fleet has covered over 474,225 miles.
  • A single student has made a record 880 orders.
  • The most popular menu item has been The Original Double ‘N Fries from Steak’ n Shake, ordered 15,779 times.

It’s all interesting and impressive in some respects, but I have to admit the stat I am most curious about is the student who’s ordered using the company’s sidewalk robot 880(!) times. I’m unsure if Starship has a loyalty program, but that’s essentially the sidewalk robot equivalent of the airline million-mile club.

According to the company, since it was first deployed at Mason, the Starship fleet saw its service grow from 25,000 deliveries and 150,000 miles traveled in 2019 to over 2,000 robots, 5 million deliveries completed, and over 7 million fleet delivery miles traveled.

That it’s a university setting where Starship has racked up the most miles and has grown its fleet to its largest single deployment makes lots of sense; not only are university campuses optimized for foot traffic and have relatively predictable delivery destinations (dorms, and student halls), but they also have built-in and receptive customer populations who frequent the same locations.

Talking Underground Delivery With Pipedream’s Garrett McCurrach

Food delivery through underground tubes?

Sounds crazy, but it’s already happening today, and Pipedream’s Garrett McCurrach thinks it just may be the future of delivery.

We catch up with Garrett just over a week after they announced their first pilot in the Atlanta suburbs, where they have built a system that delivers food and other items underground for nearly a mile.

During this podcast, we talk about how Garrett came up with the idea, what it was like to showcase the system to Jeff Bezos, how the company is working with fast-food restaurants to rethink drive-thru pickup, and what he sees for the future of underground delivery.

Listen to it on Apple Podcasts or Spotify, or just click play below.