$8.3B Deployed: Last-Mile Robotics Are Finally Hitting Unit Economics at Scale
Last-mile delivery robots crossed a profitability threshold in 2025. Here's what the operational data actually shows about ROI, where the money is really flowing, and which deployments are already paying back capital.
$8.3 billion in cumulative capital deployed to last-mile robotics and autonomous delivery vehicles globally as of Q4 2025. That's not venture fantasy. That's deployed, operational capital. And for the first time since these vehicles entered meaningful commercial service around 2019, the unit economics are flipping positive in real-world conditions. Not in controlled pilots. Not in press releases. In actual daily operations at scale.
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