This reminds me of hearing Reed Hastings of netflix talking about starting the DVD mail-rental business as preparation for when streaming became technologically viable. They knew that internet delivery would eventually work, but to be the big first mover they needed to establish a customer base. As soon as broadband reached a level where streaming video is viable, they convert the customer base over to it.

Likewise, robot street delivery is going to be huge. The marginal cost of delivery will tend towards zero, and its really useful. If a company spends years and zillions of dollars messing around with AI and machine learning bullshit to power these, they will miss the boat. The goal of a successful company should be:

- Get as much VC as possible

- Spend it on low cost chinese built bareboned GSM controlled bots

- Hire warehouses full of vietnamese computer gamers to control them

- Get more VC

Once you have a market cap of billions, THEN you get a lab of engineers together to make them increasingly autonomous