For over a decade, Daily Active Users (DAUs) has been the primary key performance indicator (KPI) of internet companies. DAUs provide a signal of product stickiness, user engagement and growth velocity. Investors tracked them obsessively, using the metric to forecast financial figures.
Today - a new KPI has entered the chat. DARs - Daily Active Robots.
Serve Robotics Changed The Game
On its latest earnings call, Serve Robotics reported Daily Active Robots as a key performance indicator.
What DAUs were to Meta and Netflix, DARs will become the primary KPI for the new era of automation.
Why DARs Matter
Real-world deployment
Tracking DARs signals that autonomous robots are no longer in beta. They’re out on the streets, delivering food, completing tasks, and generating revenue.Operational maturity
A rising DAR count shows systems are functioning at scale - routing, navigating, avoiding obstacles, and fulfilling commercial missions in live environments.Investor relevance
As robots become products, investors need new metrics to gauge adoption and unit economics. DAR offers a direct line of sight into real-world adoption.A template for others
We should expect other emerging industries to follow suit with new types of KPIs, such as DADs (Daily Active Drones) or DAAVs (Daily Active Autonomous Vehicles.)
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Godspeed - Rosebee