SCHEDULE: Khosla Ventures Reports 7.5% Stake in Serve Robotics

Khosla Ventures and affiliated entities, including Vinod Khosla, have reported a collective beneficial ownership of 7.5% in Serve Robotics Inc.

Summary

• Khosla Ventures Seed D, LP beneficially owns 49,871 shares, representing 0.1% of Serve Robotics Inc. common stock.
• Khosla Ventures Seed E, LP beneficially owns 4,672,834 shares, representing 7.3% of Serve Robotics Inc. common stock, including 4,000,000 shares underlying currently exercisable warrants.
• Khosla Ventures VI, LP beneficially owns 78,619 shares, representing 0.1% of Serve Robotics Inc. common stock.
• Vinod Khosla and VK Services, LLC are deemed to share beneficial ownership of a total of 4,801,324 shares, representing 7.5% of Serve Robotics Inc. common stock.
• The beneficial ownership is based on 60,022,728 shares of Common Stock outstanding as of the closing of the Issuer's merger on August 15, 2025.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment about the company's performance or prospects. It is a neutral regulatory report.

Future Outlook

NA

Industry Context

This filing indicates a significant investment by Khosla Ventures, a prominent venture capital firm, in Serve Robotics Inc., a company operating in the robotics sector. Such disclosures are common for institutional investors crossing beneficial ownership thresholds and provide transparency regarding major shareholders.

Related Party Transactions

• Vinod Khosla is the managing member of VK Services, LLC.
• VK Services, LLC is the sole manager of Khosla Ventures Seed Associates D, LLC, Khosla Ventures Seed Associates E, LLC, and Khosla Ventures Associates VI, LLC.
• These 'Associates' LLCs serve as general partners for their respective 'Seed' LPs (Khosla Ventures Seed D, LP, Khosla Ventures Seed E, LP, and Khosla Ventures VI, LP).
• These relationships establish a chain of control and shared beneficial ownership among the reporting persons.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional and individual ownership, potentially influencing market perception and trading activity.
• Company Management: Awareness of a major investor's stake, which could imply potential influence or oversight.

Key Dates

Keywords

Serve Robotics Inc., Khosla Ventures, Vinod Khosla, Beneficial Ownership, Schedule 13G, Common Stock, Venture Capital, Robotics