Sanjit Biswas and John Bicket sold their last company to Cisco for $1.2 billion. Then they went looking for the least digital corner of the economy - the trucks, warehouses and job sites that run the physical world - and wired it up.
Foxglove is a San Francisco company building a data and observability platform for robotics and Physical AI. Its tools let engineers record, sync, search, and visualize the multimodal sensor data their robots produce - 3D point clouds, video, GNSS, and proprioceptive streams - so teams can debug and improve autonomous systems without building expensive in-house infrastructure. Founded in 2021 by two Cruise and Coinbase veterans, Foxglove maintains the open-source MCAP file format (now the default recording format in ROS 2) and counts NVIDIA, Amazon, Anduril, Wayve, and Waabi among its users.
Roboto AI is a Seattle-based analytics platform for robotics and Physical AI teams. It ingests multimodal robot logs - ROS bags, PX4/ULog, MCAP, Parquet, video - and uses AI agents plus a Python SDK and CLI to automatically search, analyze, and surface edge cases, anomalies, and failures across entire robot fleets. Founded in 2022 by former Amazon Robotics leaders Benji Barash and Yves Albers-Schoenberg, the company spun out of the Allen Institute for AI and raised a $4.8M seed to help robotics developers stop digging through petabytes of sensor data by hand.
Spear AI is a Washington, D.C. defense-technology company founded by U.S. Navy veterans that turns raw underwater acoustic data into decision advantage for maritime and undersea operations. It pairs affordable, deployable maritime sensors with AI/ML software - anchored by its Horizon platform for managing and labeling acoustic data - so naval leaders can tell a benign whale from a silent-running submarine faster and with more confidence. The company also provides engineering and technical services to the U.S. Department of Defense and Navy.
Nominal builds the software stack that lets hardware engineering teams test, validate, and operate complex physical systems - fighter jets, nuclear reactors, satellites, rockets, robots - as fast as software teams ship code. Its platform unifies high-frequency telemetry, logs, video, and simulation data so teams can analyze and trust every test. Founded in 2022 by veterans of the U.S. Navy, Anduril, Palantir, and Lockheed Martin, Nominal reached a $1 billion valuation in 2026 and now counts four of the five largest defense contractors among its customers.