Delivery robot fleet set to grow 20x by 2035 amid regulatory gaps
Transforma Insights projects the number of automated urban delivery vehicles will jump from 28,000 in 2025 to 559,000 by 2035. The forecasted growth raises concerns about gig worker displacement at companies like Uber Eats and DoorDash, even as current robots' roughly two-mile range keeps human drivers necessary for now. Meanwhile, weak oversight—including over 20 states classifying these devices as pedestrians—is prompting cities such as Chicago, San Francisco and Toronto to impose restrictions or bans.