Inventus Power, Excell Battery, Ultralife Corporation
EaglePicher Technologies, EnerSys (ABSL), Saft (TotalEnergies)
Cuberg (Northvolt), Amprius Technologies, Ionblox
Enovix (defense-grade cells), Shift5 (defense tech, adjacent)
Software-defined manufacturing lines that use ML to optimize pack design and production. 6,000+ flight-qualified packs shipped to orbit at SpaceX gives the founders certification and testing knowledge that ground-focused battery companies lack. Aerospace-grade qualification is a multi-year process that protects against new entrants.
Using manufacturing process optimization for battery assembly, battery lifecycle prediction for qualification, and defect detection via automated quality control.
Transformer-only ASIC and inference supercomputer stack positioned against Nvidia B200.
If transformers remain dominant, hardwiring the graph into silicon plus owning the pod and rack layer gives Etched a cost-per-token edge NVIDIA cannot match without abandoning generality.
Lets mechanical engineers design parts in seconds instead of hours with AI-native CAD.
SolidWorks has not been meaningfully challenged in 30 years. Aurorin built a parametric kernel from scratch with an AI chat interface, and a 3x SpaceX intern with GPU engineering experience is exactly the right person to do it.
Helps hardware engineers find components in seconds with AI search inside Slack and Teams.
Hardware engineers waste hours cross-referencing datasheets across distributor sites. BaseFrame embeds a parts copilot directly in Slack and Teams, which is where the buying conversations already happen.
Deploys 24/7 AI agents that automate sales, rental, and service for equipment dealers.
Industrial equipment dealers run sales, rental, and service across phone, email, and web chat with no automation. Chasi deploys 24/7 AI agents across all channels, and the founder led AI deployments at Cummins and Harley-Davidson, so he already has the Rolodex.