Inside the funding round driving the shift to intelligent construction fleets
Updated
February 7, 2026 2:12 PM
Aerial shot of an excavator. PHOTO: UNSPLASH
Bedrock Robotics has raised US$270 million in Series B funding as it works to integrate greater automation into the construction industry. The round, co-led by CapitalG and the Valor Atreides AI Fund, values the San Francisco-based company at US$1.75 billion, bringing its total funding to more than US$350 million.
The size of the investment reflects growing interest in technologies that can change how large infrastructure and industrial projects are built. Bedrock is not trying to reinvent construction from scratch. Instead, it is focused on upgrading the machines contractors already use—so they can work more efficiently, safely and consistently.
Founded in 2024 by former Waymo engineers, Bedrock develops systems that allow heavy equipment to operate with increasing levels of autonomy. Its software and hardware can be retrofitted onto machines such as excavators, bulldozers and loaders. Rather than relying on one-off robotic tools, the company is building a connected platform that lets fleets of machines understand their surroundings and coordinate with one another on job sites.
This is what Bedrock calls “system-level autonomy”. Its technology combines cameras, lidar and AI models to help machines perceive terrain, detect obstacles, track work progress and carry out tasks like digging and grading with precision. Human supervisors remain in control, monitoring operations and stepping in when needed. Over time, Bedrock aims to reduce the amount of direct intervention those machines require.
The funding comes as contractors face rising pressure to deliver projects faster and with fewer available workers. In the press release, Bedrock notes that the industry needs nearly 800,000 additional workers over the next two years and that project backlogs have grown to more than eight months. These constraints are pushing firms to explore new ways to keep sites productive without compromising safety or quality.
Bedrock states that autonomy can help address those challenges. Not by removing people from the equation—but by allowing crews to supervise more equipment at once and reduce idle time. If machines can operate longer, with better awareness of their environment, sites can run more smoothly and with fewer disruptions.
The company has already started deploying its system in large-scale excavation work, including manufacturing and infrastructure projects. Contractors are using Bedrock’s platform to test how autonomous equipment can support real-world operations at scale, particularly in earthmoving tasks that demand precision and consistency.
From a business standpoint, the Series B funding will allow Bedrock to expand both its technology and its customer deployments. The company has also strengthened its leadership team with senior hires from Meta and Waymo, deepening its focus on AI evaluation, safety and operational growth. Bedrock says it is targeting its first fully operator-less excavator deployments with customers in 2026—a milestone for autonomy in complex construction equipment.
In that context, this round is not just about capital. It is about giving Bedrock the runway to prove that autonomous systems can move from controlled pilots into everyday use on job sites. The company bets that the future of construction will be shaped less by individual machines—and more by coordinated, intelligent systems that work alongside human crews.
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Amid AI and tech startups, Eastseabrother proved the power of demand and trust.
Updated
January 23, 2026 10:41 AM
Cats having a jolly good time with a can of tuna. PHOTO: UNSPLASH
At a Silicon Valley pitch event crowded with AI, SaaS and deep-tech startups, the company that stood out was not selling software or algorithms. It was selling pet treats.
Eastseabrother, a premium pet food brand from South Korea, ranked first at a Plug and Play–hosted investor pitch competition in Sunnyvale. The product itself is simple: single-ingredient pet treats made from wild-caught seafood sourced from Korea’s East Sea. The company follows a principle it calls “Only What the Sea Allows”, working directly with regional fishermen while avoiding overfishing. With no additives and minimal processing, what sets Eastseabrother apart is not novelty, but control—over sourcing, supply chains and consistency.
That clarity helped the company walk away with both Best Product and Best Potential. “Investors asked detailed questions about repeat purchase rates and customer feedback, not just our technology or supply chain”, said Eunyul Kim, CEO of Eastseabrother. “That told us the market is shifting—real consumer trust now carries as much weight as a compelling tech narrative”.
What truly caught investors’ attention was not an ambitious vision of the future, but concrete evidence of traction today. Eastseabrother has already secured shelf space in specialty pet stores across California, New York and North Carolina, including an exclusive partnership with EarthWise Pet, a national specialty retail chain. At a consumer showcase at San Francisco’s Ferry Building, the brand recorded the highest on-site sales among all participating companies.
At its core, the pitch was built on simplicity: one ingredient, clear sourcing and a defined customer need. In a market saturated with complex products and abstract claims, that focus and transparency stood out.
The judges’ decision also reflects a broader shift in venture capital thinking. Not every successful startup is built on complex software or high-tech innovation. In categories like pet care—where trust, quality and transparency shape buying behavior—execution and credibility can matter more than technical sophistication.
Today, Eastseabrother has extended its reach beyond the U.S., expanding into Singapore and Hong Kong, with additional plans to grow further in North America as demand for premium pet food rises. And the broader takeaway from this pitch is not that consumer brands are overtaking tech startups. It is that investors are increasingly focused on fundamentals: who is buying, why they are returning and whether the business can sustain itself beyond the pitch deck.