TDK InvenSense designs the tiny MEMS sensors that let machines feel the physical world - motion, sound, pressure and ultrasound. Founded in San Jose in 2003 and acquired by Japan's TDK Corporation in 2017, it pioneered the integrated 6-axis IMU and ships motion, microphone and ultrasonic sensors into smartphones, wearables, drones, cars, robots and industrial systems. Its work pairs CMOS-MEMS hardware with proprietary fusion firmware and increasingly edge AI, turning raw physics into usable signals for billions of devices.
Quartermaster is an Arlington, Virginia maritime intelligence company turning ordinary working ships into a distributed sensing network. Its weather-hardened SmartMast hardware - cameras, radios, satellite links and onboard AI - mounts to vessel masts and streams real-time HD video, geolocation and threat alerts back to a central analytics platform. The result is a live, continuously updated picture of global ocean activity that does not depend on the easily spoofed AIS transponders ships can simply switch off. Backed by a $43M Series A co-led by First Round Capital and Quiet Capital, Quartermaster already runs on more than 600 vessels across 25 countries.
TurbineOne builds Mission-AI for the frontlines. Its flagship Frontline Perception System (FPS) puts machine learning directly on the sensor at the tactical edge - no cloud, no coding, no connectivity required - so warfighters can detect, identify, and act on threats in real time. Founded in 2021 by Navy veteran Ian Kalin and former Amazon engineer Matt Amacker, the company is deployed across all branches of the U.S. military and reached a roughly $300M valuation with its 2025 Series B.
Sameer Wasson is the CEO of MIPS, the storied semiconductor IP company now reborn as a RISC-V pure-play targeting the physical AI era. He joined in September 2023 after 18 years at Texas Instruments, where he ran the Processors business and earlier built TI's mmWave radar franchise. MIPS is now a subsidiary of GlobalFoundries.
BrightAI is a Palo Alto-based physical AI company building Stateful OS, a platform that pairs edge sensors, robots, and multimodal AI models to monitor, inspect, and maintain critical infrastructure - pipes, power grids, HVAC systems, and more. Co-founded in 2019 by SmartThings creator Alex Hawkinson, the company crossed $80M in revenue while bootstrapped before raising a $51M Series A in July 2025.
Nathan Hanks is the co-founder of BrightAI, a physical AI platform company that deploys IoT sensors and edge AI to monitor and optimize critical infrastructure for enterprises. Previously, he co-founded ReachLocal, scaling it to $500M in annual revenue and 2,200 employees before its NASDAQ IPO in 2010 and subsequent acquisition by Gannett in 2016. He also founded Music Audience Exchange (MAX), a music sponsorship technology platform. At BrightAI, Hanks and his team bootstrapped the company to $80M in revenue before raising a $15M seed round in November 2024 and a $51M Series A in July 2025, with the company now surpassing $100M in annual revenue and 250,000+ AI endpoints deployed.
Rish Gupta is the Co-founder and CEO of Spot AI, a San Francisco-based video intelligence company turning passive security cameras into AI-powered teammates for the physical economy. A Stanford GSB alum originally from Delhi, Rish built his first company—LetsIntern.com—to 4 million users and sold it before moving to Silicon Valley. At Spot AI, he leads a team that processes more daily video than YouTube receives in uploads, serving 1,000+ customers across 17 industries with an AI platform that has driven 40% injury reductions in manufacturing and 8X ROI in auto services. The company has raised $93M from Redpoint, Bessemer, Scale Venture Partners, and Qualcomm Ventures.
STRADVISION is a Korean automotive AI company building SVNet, a deep-learning vision perception software that lets cars see and understand the road in real time. Its lightweight networks run on low-power automotive chips and ship in production vehicles from more than a dozen global automakers.
Alcatraz AI builds the Rock and Rock X - AI-powered facial authentication devices that replace badges, fobs and PINs at the door. The Cupertino-based company combines edge computer vision, 3D depth sensing, and privacy-by-design encryption to authenticate people without storing their faces in the cloud, and is used by Fortune 100 firms, hyperscale AI data centers, major U.S. airports, and NFL teams.
DreamBig Semiconductor is a San Jose-based chiplet company building open silicon platforms that scale AI networking from 800 Gbps to 12.8 Tbps. Founded by Marvell veterans, the team is selling chiplets, a SuperNIC, and a chiplet hub aimed at AI data centers, automotive, and edge compute.
Joseph Bousaba is the CEO of InvenSense and General Manager of TDK Corporation's MEMS Sensors Business Group, leading a global powerhouse in micro-electro-mechanical systems (MEMS) sensing solutions. With over 18 years of senior leadership in the semiconductor industry - spanning Philips Semiconductors, Qualcomm Atheros, and Qualcomm - he stepped into the top role at InvenSense in October 2024, bringing a track record of building multi-hundred-million-dollar businesses at the intersection of motion, sound, and AI-driven sensing.
Thomas C. Holst is a Norwegian-American business architect, investor, and entrepreneur who built Huddly - a Norwegian deep tech computer vision company - from a four-person startup into a publicly listed global enterprise with offices in Oslo, Palo Alto, London, Austin, Washington, and Bangalore. With a career spanning management consulting (A.T. Kearney), private equity (Reiten & Co, Orkla Finance), and deep tech venture building, he has collaborated with Amazon, Intel, Microsoft, Google, and Zoom. After departing Huddly, he co-founded Northscaler - a B2B tech venture firm connecting Nordic startups with global corporations - and became a Partner at ICON Asset Management AG in 2024.
Lucas Funes is the CEO and Co-Founder of Webee, a Silicon Valley-based Industrial IoT and AI platform company he built from Córdoba, Argentina to the global stage. With an engineering background spanning electronics and telecommunications, and a Master's in Innovation Technology, he has spent over two decades pioneering enterprise software and connected hardware solutions. Webee's patented no-code IIoT platform lets manufacturers deploy AI-driven monitoring - covering machine health, energy, water, and emissions - in hours rather than months, without writing a single line of code. A Stanford Latino Entrepreneur and recognized thought leader in Industry 5.0 digital transformation, Funes is on a mission to make complex industrial technology accessible to businesses of every size.
Christopher Van Dyke is the Co-Founder and CEO of Overview AI, a San Francisco-based industrial machine vision company using deep learning to catch manufacturing defects before they cost factories millions. A Stanford-educated mechanical engineer who spent eight-plus years at Tesla launching the Supercharger network and scaling the Model 3 battery program, Van Dyke founded Overview in 2018 with a simple premise: manual inspection costs manufacturers an estimated $300 billion a year, and AI can fix that. Overview's smart cameras - running NVIDIA GPUs at the edge - now serve over 100 manufacturers across 15 countries, including Toyota, Honda, and Tyson Foods, typically delivering ROI within three to six months.
Zain Asgar is the Co-Founder and CEO of Gimlet Labs, a San Francisco-based AI infrastructure company building the world's first multi-silicon inference cloud. With a PhD from Stanford in electrical engineering focused on GPU energy modeling, Asgar previously led engineering at Google AI (where his work became Google Lens) and founded Pixie Labs, a Kubernetes-native observability platform acquired by New Relic in 2020. At Gimlet Labs, he is tackling one of AI's most pressing infrastructure challenges: making AI inference 3-10x more efficient by intelligently routing workloads across heterogeneous hardware including NVIDIA, AMD, Intel, ARM, and specialized accelerators like Cerebras.
Doug Aley is the CEO of Paravision, a San Francisco-based AI company building the world's most accurate facial recognition and identity AI technology. A Stanford and Harvard Business School alumnus, Aley co-founded his first company at 19, scaled Zulily from $100M to $700M in sales pre-IPO, and eventually landed at Paravision where he has guided the company to back-to-back #1 global rankings on NIST's Face Recognition Vendor Tests. Under his leadership, Paravision has raised $47M in funding, established itself as the only US company in the top 10 globally for facial recognition accuracy, and built a portfolio of AI tools spanning liveness detection, deepfake detection, and biometric authentication used in government, travel, border security, and enterprise applications worldwide.
Marty Beard is the CEO and Board Member of Hayden AI, the largest provider of mobile automated bus zone and bike lane enforcement systems in the United States. A serial enterprise technology executive with a track record spanning Oracle, Sybase, LiveOps, BlackBerry, and alwaysAI, Beard brings deep expertise in scaling AI and computer vision platforms. At Hayden AI, he leads a 190-person company backed by $246M+ in funding - including a $90M Series C - to deploy vision AI on city transit vehicles that detect lane violations in real time, improving bus speeds, reducing collisions, and making urban transit safer and more reliable across cities in the US and Europe.
Peter Morales is the CEO and co-founder of Code Metal, a Boston-based AI company that hit unicorn status in February 2026 after raising a $125M Series B led by Salesforce Ventures. With a background spanning BAE Systems (F-35 ML optimization), MIT Lincoln Laboratory (counter-drone AI), and Microsoft (HoloLens computer vision), Morales built Code Metal to solve a gap he discovered firsthand: AI can generate code fast, but mission-critical industries — defense, automotive, semiconductors — need proof that code is correct before it ships. Code Metal's verifiable AI platform translates high-level code into hardware-optimized, mathematically verified production code for edge devices, drones, FPGAs, and autonomous systems. Customers include the U.S. Air Force, L3Harris, Raytheon, Toshiba, and Bosch.
Sohail Syed is the CEO, President, and co-founder of DreamBig Semiconductor, a San Jose-based fabless chip startup he built into a chiplet platform pioneer before its $265M acquisition by Arm in October 2025. A serial entrepreneur from Pakistan who attended NED University and later earned an MBA from Cornell, Syed previously founded Questarium (acquired by Marvell) and FIRQuest (acquired by Corigine), and at Marvell helped grow a network switches business to $4 billion in revenue across 10 successful chip tapeouts. DreamBig's MARS Open Chiplet Platform - unveiled at CES 2024 - democratizes silicon development for AI, data centers, automotive, and edge computing, and the company raised $75M in a Samsung-led Series B in July 2024 before the Arm deal closed.
Tina D'Agostin is the CEO of Alcatraz AI, a Cupertino-based company building AI-powered facial authentication for physical access control. With 25+ years in security technology spanning Johnson Controls, Niscayah (Stanley), and executive roles at the intersection of hardware and enterprise software, she leads a company that protects over five million employees at Fortune 500 firms, data centers, airports, and stadiums - positioning Alcatraz as 'the Face ID for physical spaces.' Under her leadership, the company raised a $50M Series B in April 2026, bringing total funding to over $100 million.