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Bedrock

Category: Robotics / Embodied AI

An AI robotics company developing autonomous retrofit kits and software to transform existing heavy construction machinery into self-operating equipment. Bedrock was founded in 2024. The company is led by Boris Sofman. Based in San Francisco, USA. Team size: 100-250. Total funding raised: $350.0M. Latest round: Series B. Key investors include ["CapitalG (Alphabet)","NVentures (Nvidia)","8VC","Eclipse","Valor Equity Partners","Atreides Management"].

Founded
2024
Headquarters
San Francisco, USA
Team size
100-250
Total funding
$350.0M

Value proposition

Solves the critical labor shortage and safety risks in construction by enabling existing heavy equipment fleets to perform high-precision mass excavation autonomously.

Products and solutions

["Autonomous Retrofit Kits (Hardware/Sensor suites for excavators and dozers)","Bedrock Autonomy Software Stack (Supervised autonomy OS)","Fleet Orchestration & Site Management Platform","Real-time Terrain Mapping & Analysis Tools"]

Unique value

Focuses on 'supervised autonomy' for unstructured environments, allowing one operator to manage multiple machines on massive 100+ acre sites rather than replacing humans entirely.

Target customer

Large-scale construction firms, infrastructure contractors, earthmoving companies, and civil engineering developers.

Industries served

["Construction","Infrastructure","Civil Engineering","Mining and Quarrying"]

Technology advantage

Hardware-agnostic approach allows for the automation of existing multi-brand fleets; leverages deep expertise from Waymo (autonomous driving) and Anki (consumer robotics) to handle high-dust, dynamic construction environments.

How they differentiate

Leverages 'supervised autonomy' allowing a single operator to manage multiple machines; hardware-agnostic retrofit kits designed for high-dust, unstructured environments using Waymo-grade sensor fusion.

Main competitors

["Built Robotics","SafeAI","Teleo"]

Key partnerships

["Nvidia (NVentures) - AI compute and hardware acceleration","Alphabet (CapitalG) - Scaling and AI infrastructure","8VC and Eclipse - Strategic construction and industrial tech networks"]

Notable customers

["Large-scale infrastructure contractors","Mass excavation firms","Civil engineering developers"]

Major milestones

["Emerged from stealth in July 2025 with $80M in initial funding","Successfully deployed autonomous fleets on 100+ acre construction sites","Raised $270M Series B led by Alphabet and Nvidia in February 2026"]

Growth metrics

Valuation reached $1.75B following Series B; scaled to 100-250 employees within two years of founding.

Market positioning

Premium AI-retrofit provider for enterprise-scale earthmoving and mass excavation.

Geographic focus

North America

Patents and IP

Proprietary IP covering sensor fusion for heavy machinery and path-planning algorithms for earthmoving in changing terrains (specific public filings not disclosed).

About Boris Sofman

Boris Sofman is a prominent robotics entrepreneur and engineer. He was the Co-founder and CEO of Anki, a consumer robotics startup that raised over $200M and scaled to hundreds of millions in revenue. Following Anki, he served as Senior Director of Engineering at Waymo, where he led the autonomous trucking and delivery efforts (Waymo Via). He holds a Ph.D. in Robotics from Carnegie Mellon University.

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