Wednesday Jun 03, 2026

Ali Kashani, Serve Robotics

Ali Kashani is the co-founder and CEO of Serve Robotics, and he has done what almost no one in Robotics  has: put robots on real streets in dozens of cities and made people love them. He is the youngest Iranian-born CEO on the Nasdaq, the youngest CEO of any robotics company on the exchange, growing revenue around 600 percent year over year and scaling from 100 robots to thousands in a single year.

We also get into the part most founders never put on a slide. Between spinning out of Uber and ringing the Nasdaq bell, Serve hit its last payroll ten times. Two of those times Ali made payroll out of his own mortgage. 

Ali was born in Iran and left at 17. He did his robotics PhD at the University of British Columbia on fusing LiDAR and cameras, started an energy hardware company that nearly died and then sold 

I co-hosted this one with a friend of the pod Brendan, Managing Director of AI and Partner at Human Agency.

 

Our News Letter : https://substack.com/@seondnewsletter

Ali Kashani Linkedin : https://www.linkedin.com/in/alikashani

Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/

 

00:00:00 The youngest Iranian-born CEO on the Nasdaq

 

 00:01:19 Why a public company beats a private one 

00:02:47 The path to Serve: a robotics PhD and LiDAR

00:04:14 Fired, broke, and one step at a time 

00:07:20 The dead company that came back 

00:08:31 DARPA 2005 and the contrarian bet on LiDAR 

00:12:45 Designing a robot people would forgive 

00:16:04 Principle before perception 

00:18:45 Building the ecosystem: NVIDIA, Magna, Uber 

00:23:56 Dots versus lines, and "Exit Path" 

00:26:24 Turning customer concentration into a feature 

00:29:38 The real unit economics of a delivery 

00:31:48  Picking cities and rolling out robots 

00:33:17  The case for optimism on AI and jobs 

00:37:49  Sidewalks versus streets 

00:41:18  The IPO and the numbers 

‘00:42:23  Ten last payrolls and the Kashani loan 

00:46:10  Two days before Christmas: the call to Jensen 

00:48:50  From bankruptcy lawyers to the bell in three months 

00:49:11  The coming valley and the humanoid hype 

00:50:50 Where the value is in physical AI 

00:53:24 Why narrow robots beat humanoids, for now 

00:55:00 Don't follow trends 

00:57:44 Uncertainty is the job 

01:00:59  Startups as entropy reduction engines 

01:02:31 Touraj, Noosheen & Pejman

01:04:39  His hope for Iran

References : 

 

https://investors.generac.com/news-releases/news-release-details/generac-announces-acquisition-neurio-technology-inc

https://en.wikipedia.org/wiki/DARPA_Grand_Challenge

https://bothsidesofthetable.com/invest-in-lines-not-dots-611f36491d73

https://www.therobotreport.com/four-ways-to-make-ai-products-that-people-will-love/

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