Signals

May 13, 2026

Offensive AI Becomes The Next Attack Surface

New Intel: Horizon3 is building automated attack modules for LLMs, agentic systems, and AI infrastructure inside NodeZero. AI red teaming becomes a productized SKU, putting Pentera and AttackIQ on the defensive before they have packaged the category.

Horizon3.ai

Offensive Security

Series D+

May 11, 2026

Phia: Recruiting From Social Platforms, Not Shopping Companies

New Intel: Phia is pulling data science talent from the TikTok and Pinterest pool, not the Honey and Shopify pool. Companies recruit against who they think they compete with. The public story is price comparison. The hiring pattern says social commerce.

Phia

Shopping AI

Series A

May 11, 2026

Bedrock Robotics: Pilots Crossing Into Repeatable Production

New Intel: Bedrock Robotics is building deployment machinery to turn construction-site pilots into repeatable production launches. That is what separates autonomy companies that stall at pilots from ones that compound revenue.

Bedrock Robotics

Construction Robotics

Series B

May 11, 2026

Waabi: No Sales Team On Purpose

New Intel: Waabi has no visible quota-carrying sales org. Revenue appears routed through Uber Freight and Volvo, which makes two partnerships do the work most AV startups assign to a full GTM team.

Waabi

Autonomous Trucking

Series C

May 11, 2026

World Labs: Bazel Monorepo Signals Google-Scale Ambitions Early

New Intel: World Labs is setting up Bazel monorepo infrastructure unusually early. That is the kind of engineering system you build when you expect a huge, complex org fast.

World Labs

Spatial AI

Series D+

May 11, 2026

Runway: Physical AI pipeline going live in 2026

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

Generative Video

Series D+

May 11, 2026

MeltPlan: Gulf and India before US saturation.

New Intel: MeltPlan is moving into the UAE and India early. For a US construction SaaS company, that suggests either a real founder network edge or slower domestic sales than expected.

MeltPlan

Construction AI

Seed

May 11, 2026

Breaker: Killing LIDAR as a Dependency for Autonomous Navigation

New Intel: Breaker is betting autonomous navigation can work with passive sensors alone. If it scales, competitors using expensive lidar payloads have a cost problem.

Breaker

Defense Robotics

Seed

May 11, 2026

Compa: Replacing Compensation Consultants With AI Agents

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

May 11, 2026

Etched: Building for Multi-Tenant Cloud From Day One

New Intel: Etched is building kernel drivers with SR-IOV, VFIO, and device attestation support. Those are the features you need to sell into multi-tenant clouds, so the intended buyer is a hyperscaler or neocloud, not a research lab picking up a dev kit.

Etched

AI Silicon

Series B