Autonomous delivery got a jolt Monday as Uber (UBER) backed a major drone expansion with Zipline while Serve Robotics (SERV) added Grubhub (GRUB) to its growing network of sidewalk delivery partners.

Uber and Zipline said they will begin offering drone delivery through Uber Eats later this year, with plans to expand into dozens of U.S. cities. The companies are targeting one million drone deliveries per day by the end of 2029, and Uber will make a strategic investment in privately held Zipline.

The scale of that ambition caught the attention of Stock Trader Network Chief Strategist Triple D in the Think Tank.

“I wouldn’t necessarily just say this is a fluffy headline,” Triple D said. “I think it’s actually material.”

Triple D also noted that Uber trades at roughly 16 times forward earnings. “It’s pretty cheap actually,” he said, adding that businesses like drone delivery could strengthen the case for the stock.

Meanwhile, Serve Robotics gave investors another reason to pay attention to the space. The company announced a partnership that will bring robot delivery to Grubhub customers in Chicago, Los Angeles and Alexandria, Virginia. More than 100 Grubhub merchants in Chicago and nearly 200 in Los Angeles are expected to participate.

Serve also expanded into Washington, D.C., and San Jose through DoorDash, an important wrinkle as investors consider what autonomous delivery means for the incumbent platforms.

Triple D initially viewed Uber’s Zipline deal as a potential competitive threat to DoorDash (DASH).

“If Uber has this drone delivery, this is probably bad for DASH,” he said.

But Monday’s Serve announcement shows DoorDash is pursuing the same shift. Serve is now working with Grubhub and DoorDash, while Uber is building what it calls a hybrid network spanning human couriers, sidewalk robots and drones.

The bigger takeaway here may be that autonomous delivery is moving beyond isolated pilots. The battle is increasingly about which platform can connect the most merchants, customers and autonomous delivery systems as the technology scales.