YC S23 COMPANY THE DATA PLATFORM FOR MISSION-CRITICAL SYSTEMS FOUNDED BY TESLA + NEURALINK ENGINEERS SDKs IN RUST, PYTHON & GO BACKED BY Y COMBINATOR & HUMAN CAPITAL HEADQUARTERED IN SAN FRANCISCO, CA REAL-TIME FIRMWARE VISUALIZATION + CONTROL YC S23 COMPANY THE DATA PLATFORM FOR MISSION-CRITICAL SYSTEMS FOUNDED BY TESLA + NEURALINK ENGINEERS SDKs IN RUST, PYTHON & GO BACKED BY Y COMBINATOR & HUMAN CAPITAL HEADQUARTERED IN SAN FRANCISCO, CA REAL-TIME FIRMWARE VISUALIZATION + CONTROL
YC Summer 2023  •  B2B  •  San Francisco

Zelos Cloud

The Data Platform for Mission-Critical Systems

Because when a 40-ton battery catches fire, "we'll patch it next sprint" is not an option.

Michael Jaradah and Taylor Keairns, co-founders of Zelos Cloud

Michael Jaradah & Taylor Keairns - Co-Founders, Zelos Cloud  /  San Francisco, 2023

2023 Founded
$500K Raised
~$500K Est. ARR
3-4 Team Size


The Tool That Didn't Exist

There is a peculiar cruelty at the heart of building safety-critical hardware: the stakes are highest, and the tooling is worst. Software teams get GitHub, Datadog, Figma, Notion, and a thousand other instruments of clarity. Firmware teams get printf and a prayer.

Michael Jaradah, Taylor Keairns, and John Ott lived this reality firsthand - not in a laboratory or a startup sandbox, but inside Tesla Energy, where the systems they were writing code for weighed tens of thousands of pounds and held enough charge to flatten a building. The data sprawled everywhere. Debugging required physical presence. Collaboration meant emailing log files. Testing meant hoping for the best.

"The first cloud platform for firmware development and testing."

- Zelos Cloud's original YC launch positioning, Summer 2023

When John Ott moved from Tesla to Neuralink - going from industrial batteries to brain implants, from kilowatts to milliwatts, from one kind of mission-critical to another - he found the same problem wearing a different uniform. The hardware changed. The tooling chaos did not.

So they built Zelos Cloud. Not because the opportunity was obvious, but because they had run out of patience waiting for someone else to fix it.



One Pipeline to Rule Them All

Zelos Cloud is, at its core, a ruthless simplification. Instead of stitching together five different data pipelines, three visualization tools, and a homegrown test harness held together with shell scripts, engineering teams get one platform that does all of it - and keeps talking to hardware they already have.

Core Idea

Collect data from any industrial protocol. Visualize it in real time. Run tests remotely. Share findings with your team. Do it again. That's the whole product.

The architecture is built for the edge - where cloud connectivity is intermittent, latency is unforgiving, and a missed data point could mean a missed failure. SDKs in three languages cover the major firmware stacks:

■ Rust ■ Python ■ Go

That is not a casual SDK list. Rust is the language of safety-critical embedded systems. Python is the language of fast iteration and test scripting. Go is the language of infrastructure at scale. Together, they represent every layer of a modern hardware stack.

📈

Real-Time Visualization

The Zelos App desktop client streams live data from connected systems and renders it in customizable dashboards - no more staring at raw serial output.

📱

Remote Command & Control

Execute tests, run scripts, and issue commands to hardware from anywhere - no need to be in the same room as the rack.

🛠

CI/CD for Firmware

GitHub Actions and VSCode integration means firmware tests run in automated pipelines like any other software - because they should.

👥

Collaborative Workspaces

Real-time annotations mean engineers, QA, and operations teams see the same data at the same time. No more "works on my bench."

Hardware Emulation

Full-system tracing and hardware emulation for debugging without requiring physical access to the device under test.

📋

Universal Protocol Support

Capture data from virtually any industrial or custom protocol with minimal overhead - the platform speaks hardware's language.



Three Engineers, Two Companies, One Very Specific Problem

The founding story of Zelos Cloud is not one of a pivot or a market thesis discovered in a spreadsheet. It is the story of three engineers who met as interns at Tesla Energy, spent years building firmware for industrial-scale systems, and eventually compared notes on how broken the tooling was. The company emerged from that conversation.

MJ

Michael Jaradah

Co-Founder

Led Tesla Energy firmware efforts across embedded systems, networking, safety systems, and validation infrastructure.

TK

Taylor Keairns

Co-Founder

Tesla Energy firmware and software lead with deep expertise in embedded Linux and real-time operating systems (RTOS).

JO

John Ott

Co-Founder

Former Neuralink and Tesla engineer spanning bare-metal assembly to Kubernetes - the rare engineer comfortable at every layer of the stack.

John Ott went from programming 40-ton battery systems at Tesla to brain-implanted devices at Neuralink. The hardware changed completely. The tooling problem did not move an inch.

This background matters because Zelos Cloud is not a product built by people who studied the firmware market - it is a product built by people who were frustrated enough to quit their jobs and solve it themselves. That distinction tends to produce different software.



The Infrastructure Layer That Hardware Teams Have Always Needed

Mission-critical systems are not a niche. They are the backbone of the physical world - the electric vehicles people commute in, the grid-scale batteries that stabilize power infrastructure, the medical devices implanted in human bodies, the industrial systems that keep manufacturing running. The firmware that runs these systems is, in many cases, the difference between function and failure.

$500K Pre-seed funding
~$500K Estimated ARR
S23 YC Batch
3 Founders

The target verticals map cleanly onto where the founders spent their careers: automotive and EV, industrial energy systems, medical devices, defense and aerospace. Each of these industries has spent decades writing their own internal tooling - expensive, brittle, and impossible to maintain. Zelos Cloud offers something they cannot build themselves for less than seven figures and years of effort: a purpose-built, maintained, and evolving platform.

The revenue trajectory - from a standing start in mid-2023 to an estimated $440K-$600K ARR based on third-party data - suggests the problem is real and the market is paying.

The Edge

Software companies get Datadog. Hardware companies get duct tape. Zelos Cloud is building what should have existed years ago - and charging appropriately for it.



Depth That Shows on the Spec Sheet

The technical credibility of Zelos Cloud is not accidental. When your founders have written production firmware for systems where failure has physical consequences, certain things become non-negotiable: minimal overhead, protocol flexibility, real-time fidelity, and security by default.

The platform architecture reflects this. Data capture runs close to the hardware, with low-overhead SDKs designed for embedded environments where CPU cycles and memory are not abundant. The transport layer handles intermittent connectivity - a reality for edge and industrial deployments that cloud-native platforms often wave away.

Data Collection & Protocol Support95%
Real-Time Visualization90%
CI/CD Integration (GitHub Actions, VSCode)88%
Remote Command & Control85%
Hardware Emulation & Tracing80%

The integration with GitHub Actions is particularly pointed: it signals that Zelos Cloud is not asking firmware teams to abandon their existing development workflow. It is inserting itself into the workflow firmware teams already use, which is how infrastructure companies tend to grow - through adoption, not replacement.



From Tesla Interns to YC-Backed Platform

2020-2023

Tesla Energy & Neuralink

All three founders work in firmware engineering across Tesla Energy and Neuralink, experiencing firsthand the tooling gaps in mission-critical systems development.

Early 2023

Zelos Cloud Founded

Michael Jaradah, Taylor Keairns, and John Ott co-found Zelos Cloud in San Francisco to build the firmware tooling platform they always needed.

Summer 2023

Y Combinator S23 Batch

Accepted into Y Combinator's Summer 2023 cohort. YC launch positions Zelos as "The first cloud platform for firmware development and testing."

September 2023

Pre-Seed Funding

Raises $500K from Y Combinator and Human Capital to accelerate platform development and early customer acquisition.

2024

Platform Expansion

Broadens positioning from "firmware development" to "Data Platform for Mission-Critical Systems" - reflecting wider applicability across industrial, automotive, and medical verticals.

2024-2025

Revenue Traction

Grows to an estimated $440K-$600K ARR (per third-party data sources) with a team of 3-4 people - early but real signal of market fit.



Footnotes That Actually Matter

They met as interns. All three co-founders crossed paths during internships at Tesla Energy. It is the kind of formative experience that either bonds you or burns you - in this case, it built a founding team.

The full stack, literally. John Ott has written production code at every abstraction level from bare-metal assembly to Kubernetes cluster management. Most engineers specialize. He apparently did not get the memo.

The branding evolution is meaningful. Starting as "the first cloud platform for firmware development" and widening to "data platform for mission-critical systems" is not marketing drift - it is a deliberate expansion of the total addressable market while keeping the core product sharp.

Small team, real revenue. Estimated ARR in the hundreds of thousands with three to four employees means each person is generating disproportionate value - which is the startup metric that actually matters.

firmware embedded-systems mission-critical data-platform yc-s23 real-time rust python go ci-cd iot developer-tools b2b hardware


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