Direct Overlap
Clearpath Robotics
UGV platforms for research, industrial, and defense. Acquired by Rockwell Automation. Husky, Jackal,…
Kitchener, Canada·Acquired by Rockwell ($1.4B)· 200+
Scaling· Acquired by Rockwell Automation for ~$550M; OTTO AMRs have 5M+ hours production experience
AcquiredEnterpriseWheeled RobotIndustrialMilitary / Defense
General PurposeDefense & SecuritySoftware & AI
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Adjacent Market
Overland AI
AI-powered autonomous navigation for off-road military vehicles. Software stack for unmanned ground …
Seattle, WA·Series A ($32M)
Early Traction· Raised $100M at ~$850M valuation; $15.5M Army ISV contract; ULTRA vehicle with 82nd Airborne, Marines
Well-FundedStartupGov ContractAutonomous VehicleMilitary / Defense
Defense & SecuritySoftware & AI
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Adjacent Market
Cyngn
Autonomous industrial vehicle technology. DriveMod retrofit kit converts existing vehicles to autono…
Menlo Park, CA·Public (NASDAQ: CYN)· 100+
Early Traction· Tripled DriveMod Tugger orders in 2025 vs 2024; $150K nine-month revenue; $32M funding raised
Public CompanyStartupAutonomous VehicleWarehouseIndustrial
Logistics & DeliverySoftware & AI
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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
Anduril Industries
Defense technology company building autonomous systems. Lattice OS platform for sensor fusion and au…
Costa Mesa, CA·Series F ($2.3B+)· 2,500+
Scaling· ~$2B revenue (2025); $22B IVAS program; $642M Marine Corps counter-drone contract; $60B valuation target
Well-FundedUnicornGov ContractDrone / UASMilitary / DefenseAutonomous Vehicle
Defense & SecuritySoftware & AI
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Ecosystem
Palantir Technologies
Data analytics and AI platform for defense and enterprise. AIP platform increasingly used for autono…
Denver, CO·Public (NYSE: PLTR)· 3,700+
Scaling· $4.475B revenue FY2025 (56% YoY growth); $10B US Army software contract; $7.2B guided for FY2026
Public CompanyEnterpriseGov ContractMilitary / Defense
Software & AIDefense & Security
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