Infermove
Category: Robotics / Embodied AI
Chinese AI robotics startup developing autonomous driving systems and sidewalk delivery robots for unstructured urban environments; acquired by Grab in Jan 2026. Infermove was founded in 2021. The company is led by Aaron (Yingxiang) Lu (卢鹰翔). Based in Beijing (Xuhui District), China. Team size: 2-10. Total funding raised: $0.3M. Latest round: Acquired. Key investors include MiraclePlus (奇绩创坛), unnamed head EV-company executive, unnamed Silicon Valley dollar fund (possibly CRCM/华岩资本).
- Founded
- 2021
- Headquarters
- Beijing (Xuhui District), China
- Team size
- 2-10
- Total funding
- $0.3M
Value proposition
Builds embodied-AI delivery robots (Vision-Language-Action "InferBrain" architecture) that navigate complex, unstructured urban environments and perform physical manipulation (pressing buttons, opening doors), enabling automated first- and last-mile delivery.
Products and solutions
Mixed-road autonomous driving system (IM1), driving armchair, fishing feeder, armless delivery robot, single-arm delivery robot, InferBrain VLA control system, Rider Shadow System (real-world data collection via courier-mounted sensing).
Unique value
Proprietary Vision-Language-Action (VLA) "InferBrain" architecture plus a "Rider Shadow System" that collects real-world mobility/manipulation data from urban couriers to train robots — addressing the industry's data-scarcity challenge for embodied AI.
Target customer
Delivery/logistics operators (Meituan, Ele.me, Dada Group, Sam's Club) and ride-hailing/delivery platforms seeking automated last-mile delivery.
Industries served
Logistics / last-mile delivery, autonomous mobility, robotics-as-a-service, food delivery.
Technology advantage
InferBrain VLA architecture enabling natural-language instruction, dynamic environment perception, and precise motor actions; RLHF-based general autonomous mobility; proprietary real-world data collection pipeline (Rider Shadow System).
How they differentiate
Focus on unstructured urban environments with upper-limb manipulation capabilities (pressing buttons, opening doors) and a proprietary real-world data collection system, rather than only curb-side/structured delivery.
Main competitors
Neolix, Serve Robotics, Ottonomy (per Tracxn), plus Chinese autonomous delivery players (UISEE, White Rhino) and global sidewalk delivery firms (Starship Technologies, Coco Robotics).
Key partnerships
MiraclePlus (奇绩创坛, former China division of Y Combinator) startup camp, Tieda Technology (铁大科技) investment agreement (terminated Oct 2025), acquired by Grab (Dec 2025/Jan 2026).
Notable customers
Meituan, Ele.me, Dada Group, Sam's Club
Major milestones
Founded 2021 (Beijing, began in Silicon Valley), accepted into MiraclePlus Startup Camp, launched IM1 mixed-road autonomous driving system, 2024 Tieda Technology investment agreement (~$33M valuation, later terminated Oct 2025), acquired by Grab (announced Dec 19, 2025, completed Jan 2026).
Growth metrics
Revenue ~10M RMB (~$1.4M) in 2025; clients include Meituan, Ele.me, Dada Group, Sam's Club.
Market positioning
Early-stage Chinese embodied-AI delivery robotics startup; acquired by Grab to strengthen automated first- and last-mile delivery in Southeast Asia, operating as an independent entity with founder reporting to Grab's CTO.
Geographic focus
China (primary), with pilot programs in Singapore, Japan, and Australia; post-acquisition focus on Southeast Asia via Grab.
About Aaron (Yingxiang) Lu (卢鹰翔)
Ex-AutoX Inc; Ex-Veritas Genetics; Ex-TruckBro (闯客科技); University of Virginia (engineering & economics). Co-founded Infermove in 2021.
Latest news about Infermove
More Robotics / Embodied AI companies
Official website: https://infermove.ai
