Brew Markets The $90B E-Waste Opportunity & The Rise of Delivery Bots
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Mar 11, 2026 A dive into the booming e-waste market and why old electronics are suddenly valuable. A look at sidewalk delivery robots, their tech, and how data powers expansion. Coverage of a major international oil reserve release and its market ripple effects. Quick takes on recent corporate earnings and takeover chatter.
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Serve's Bots Are Coolers On Wheels Gathering Physical AI Data
- Serve Robotics runs the largest autonomous sidewalk fleet in the U.S. and emphasizes physical AI.
- Robots act as coolers on wheels with cameras, sensors, GPS and temperature-controlled compartments for deliveries.
Hosts Share Personal Encounters With Service Robots
- Ann Berry and John share personal robot stories showing varied applications from hospitals to restaurants.
- John recounts hospital pharmacy robots from 2004; Ann saw a table-guiding robot at Din Tai Fung that wore a bow tie.
Data Is The Real Product Behind Delivery Robots
- Serve treats data collection as the core asset for physical AI, creating a flywheel of improvement.
- More robots mean more real-world data, which improves AI, increases fleet value, and funds further growth.