Grab has acquired Chinese AI robotics startup Infermove to accelerate autonomous last-mile delivery.
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The acquisition updates the robotics player map and highlights a specific data moat (crowdsourced scooter data) used to bypass simulation costs, though it falls below the cross.§D threshold.
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Robotics · Player MapData & IP
Grab has acquired Chinese AI robotics startup Infermove to accelerate autonomous last-mile delivery. Infermove's Carri robots already serve platforms like Meituan, with 2026 revenue projected to surpass 200 million RMB. Its Rider Shadow System uses crowdsourced scooter data to train robots for complex urban settings, bypassing expensive simulation data. This integration allows Grab to scale automation as the regional robotics market heads toward 1.75 billion USD by 2030. 🤖
