Delhivery vs Waabi
Side-by-side comparison of AI visibility scores, market position, and capabilities
India's largest tech-enabled logistics company covering 18,000+ pin codes; NSE/BSE: DELHIVERY. Gurugram India; IPO raised ~$694M in 2022;
About
Delhivery is India's largest technology-enabled third-party logistics company, providing end-to-end supply chain services including express parcel delivery, freight forwarding, warehousing, cross-border logistics, and supply chain technology solutions. Founded in 2011 and headquartered in Gurugram, Haryana, Delhivery went public on the National Stock Exchange and Bombay Stock Exchange in May 2022, raising approximately $694 million in India's largest logistics IPO. The company serves more than 23,000 pin codes across India and has built a logistics network spanning air freight hubs, surface transportation gateways, and warehouse facilities across the country.\n\nDelhivery's technology platform is a core competitive differentiator, providing real-time shipment tracking, dynamic routing optimization, predictive delivery intelligence, and comprehensive analytics for its e-commerce and enterprise clients. The platform processes millions of parcels daily for clients including Flipkart, Amazon India, Myntra, Meesho, and thousands of direct-to-consumer brands. Delhivery's infrastructure includes a fleet of vehicles, a network of delivery centers in thousands of locations, and automated processing facilities that sort and route shipments efficiently.\n\nDelhivery has expanded beyond parcel delivery into freight and B2B logistics, competing with traditional freight companies like Blue Dart (DHL), Ecom Express, and Shadowfax. The company's public market status and scale have allowed it to invest in network density and technology that smaller regional players cannot match, and it has consolidated its position as a critical infrastructure provider for India's rapidly growing e-commerce sector.
$1B round in Jan 2026 ($750M Series C + $250M from Uber). Expanding from autonomous trucking into robotaxis via Uber partnership. Volvo VNL Autonomous launch.
About
Waabi is a Toronto, Ontario-based autonomous trucking company — having raised over $280 million including a $200 million Series B in June 2024 led by Uber and Khosla Ventures — developing the Waabi Driver, an end-to-end generative AI system that operates Class 8 trucks without human safety drivers using a single interpretable neural network rather than the rule-based stacks used by competitors. Founded in 2021 by CEO Raquel Urtasun (University of Toronto professor, former Chief Scientist of Uber ATG, and endorsed by NVIDIA CEO Jensen Huang and AI pioneer Geoffrey Hinton), Waabi has partnered with Volvo Autonomous Solutions to produce the Volvo VNL Autonomous truck — featuring Waabi's AI driver integrated with six redundant safety systems and manufactured at Volvo's New River Valley plant in Virginia. Waabi runs autonomous freight shipments for Fortune 500 companies through its Uber Freight partnership in Texas, and has demonstrated complete autonomous driving capability across highways and general surface streets with driverless commercial operations targeting 2025.
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