The problem
Construction faces a skilled-operator shortage while data centers and plants need building fast
What they do
Retrofit kits that make existing excavators and heavy equipment autonomous
Traction Operator-less deployments live within a year of launch; revenue undisclosed
Hiring trend
- Open roles
- 59
- Ops roles
- 4
- Headcount
- ~160
~160 staff (Tracxn); 45 open roles
Hiring in
- San Francisco
- New York
- Lockhart
- Remote
Funding
- Last round
- $270M
- Stage
- Series B
- Date
- Feb 2026
Led by CapitalG, Valor Atreides AI Fund
- Hiring+259 open roles on the live job board (30+ roles = +2)
- Funding recency+1.5Series B · $270M, Feb 2026 (8 months ago): 6–12 months = +1, $100M+ round +0.5
- Traction+0.75Some growth: Operator-less deployments live within a year of launch; revenue undisclosed
- Red flags0None found in the last 24 months
- Total4.252 + 1.5 + 0.75 − 0 = 4.25 → Race (4.25–4.74)
Distance (Unproven) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Unproven · edge: learns from use
First operator-free excavators are live, but revenue is undisclosed and it is too early to judge.
Sources: Bedrock: first fully autonomous excavator deployments (Aug 2026) ↗
Last checked Oct 25, 2026