Adjacent Market
Boston Dynamics
Industry-leading robotics company known for Spot quadruped and Atlas humanoid. Owned by Hyundai. Set…
Waltham, MA·Hyundai subsidiary· 800+
Deployed· Spot at BP, Shell, Aker BP, Lockheed Martin; Stretch in logistics; Atlas shipping to Hyundai in 2026
EnterpriseAcquiredQuadrupedHumanoidIndustrialWarehouse
General PurposeConstruction & MiningPhysical Security
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Tangential
Teleo
Autonomous construction equipment. Retrofit kit turns heavy equipment into remotely operated and aut…
Palo Alto, CA·Series B ($31M)· 50+
Early Traction· 34 machines ordered across 9 customers; $29.8M total funding; expanding beyond construction into pulp/paper, logging, ports
StartupAutonomous VehicleConstruction
Construction & MiningSoftware & AI
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Tangential
Built Robotics
Autonomous construction equipment. AI guidance systems for excavators, dozers, and compact track loa…
San Francisco, CA·Series C ($64M+)· 100+
Deployed· Series C; Exosystem bolt-on autonomy for excavators; customers include Black & Veatch, Mortenson
Well-FundedStartupAutonomous VehicleConstruction
Construction & MiningSoftware & AI
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Ecosystem
John Deere
Agricultural equipment giant investing heavily in autonomy. See & Spray and autonomous tractor progr…
Moline, IL·Public (NYSE: DE)· 82,000+
Scaling· $51.7B revenue (2024); See & Spray used on 5M+ acres in 2025; autonomy kits launching full-scale 2026
Public CompanyEnterpriseAutonomous VehicleAgriculturalConstruction
AgricultureConstruction & Mining
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