- Anvil Robotics → $5.5M seed (robotics platform “Legos for robots”)
- Sift → $42M Series B (AI data layer for autonomous systems, spacecraft, factories)
Why it matters
- Investors are moving beyond robots → picks-and-shovels layer (data, tooling, infra)
- “Physical AI stack” is becoming:
- Data pipelines
- Simulation / telemetry platforms
- Modular robotics hardware ecosystems
👉 This is analogous to AWS-for-autonomy moment
