New Intel: Waabi hired the founder of Uber Freight as COO. The clearest sign yet that Waabi believes their driverless truck is ready and the remaining problem is selling miles, not building the driver.
Waabi
|
Autonomous Trucking
Series C
New Intel: Upwind Security is building Windows kernel-level sensors and autonomous AI response agents, pushing into territory traditionally owned by EDR vendors like CrowdStrike. Most CNAPP vendors stay in their swim lane; Upwind is choosing not to.
Upwind Security
Cloud Security
Series A
New Intel: Compa is turning compensation consulting work into AI agents for job architecture, market pricing, and pay strategy. That shifts consultant hours into software margin.
Compa
Compensation Intelligence
Series B
New Intel: Entire is betting enterprises will need audit trails for AI-generated code, the same way they track database access. If policy catches up, this becomes compliance plumbing.
Entire
Dev Tools
Seed
New Intel: Moonvalley is selling legal safety as much as video quality. For studios, the AI model has to satisfy the legal department before the creative team gets excited.
Moonvalley
Generative Video
New Intel: Runway is pointing world models at robotics and autonomous vehicle simulation. That moves it away from creator video tools and closer to Nvidia Omniverse territory.
Runway
Series D+
New Intel: Moonvalley raised $154M across four rounds in nine months. Licensed data and HD video models are expensive, so the next question is whether traction can keep up with burn.
New Intel: SolveAI is sending engineers on-site with customers instead of selling purely self-serve AI tools. Slower to scale, but much harder to rip out once deployed.
SolveAI
Enterprise AI
New Intel: World Labs is building SLAM, sensor fusion, lidar, and visual-inertial systems beside generative 3D. This looks like real-world capture, not pure world generation.
World Labs
Spatial AI
New Intel: MeltPlan has a narrow window before Autodesk or Procore bundles good-enough AI into preconstruction. Workflow depth matters more than feature count now.
MeltPlan
Construction AI
