In just 20 years, Y Combinator has seeded over 5,000 startups, creating more than $800 billion in value. Few institutions have shaped the startup landscape as profoundly.
YC has funded industrial tech startups in past, e. g. TRACTIAN only four years ago. Traction just raised $120M in a Series C from Sapphire Ventures in December of last year.
YC has backed industrial tech startups before - TRACTIAN is a great example. Just four years after going through the program, they raised a $120M Series C from Sapphire Ventures in December. Proof that industrial tech can scale fast.
The winter 2025 cohort (W25) showcased a large number of startups in the industrial tech space.
I counted at least 8 software startups along the design to operate (design-> plan -> procure -> make -> deliver -> operate) value chain:
Adam (YC W25), Macadamia (YC W25), Dalus and Artifact are rethinking design processes with AI in market segments ripe for disruption.
Forge Automation (YC W25) is making on demand CNC parts.
Maive and Optifye.ai (YC W25) are using cameras and AI to analyze manual process and improve productivity.
General Trajectory (YC W25) is applying chain-of-thought reasoning to complex physical tasks, starting with robotics warehousing.
Several more are working on robotics:
Red Barn Robotics, Pave Robotics (YC W25), Revise Robotics (YC W25) are introducing robotics to novel use, non industrial use case.
Proception.AI is working on making humanoids more dexterous.
Which one of these will become the next Tractian?
This post was first published on LinkedIn in March 2025.
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