Bedrock

Cover Block

Field	Value
Name	Bedrock Robotics
Tagline	AI startup automating excavators and other construction equipment
Headquarters	San Francisco, California
Founded	2024
Stage	Series B
Business Model	B2B
Industry	Construction Technology / Industrial Automation
Technology Type	AI / Machine Learning, Autonomous Systems
Geography	North America
Growth Profile	Venture Scale
Founding Team	Repeat Founder (ex-Waymo, ex-Anki)
Funding Label	$100M+
Total Disclosed	$350,000,000 across two announced rounds

Links

• Website: https://bedrockrobotics.com
• LinkedIn (founder, CEO Boris Sofman context): https://www.linkedin.com/in/tomeliaz/

Summary and Signal

Bedrock Robotics is a two-year-old San Francisco company applying autonomy software to existing heavy construction equipment, beginning with large excavators. It has attracted $350 million in announced funding inside eighteen months [The New York Times, Feb 2026] [RoboticsTomorrow, Jul 2025]. The company was founded in 2024 by Boris Sofman, formerly head of Waymo's trucking program and previously the founder of consumer robotics company Anki, alongside fellow Waymo alumni Ajay Gummalla and Kevin Peterson, and engineering leader Tom Eliaz, who helped scale Segment through its $3.2 billion acquisition by Twilio [Forbes, Jul 2025] [C4 Ventures, 2026]. Rather than building new machines, Bedrock retrofits sensors, compute, and software onto existing excavators so the equipment can perform earthmoving work under supervised autonomy [The Robot Report, 2026] [Bedrock Robotics, 2026]. The company emerged from stealth in July 2025 with $80 million led by Eclipse and 8VC, then announced a $270 million round in February 2026 led by CapitalG and the Valor Atreides AI Fund [RoboticsTomorrow, Jul 2025] [The New York Times, Feb 2026]. The most concrete commercial proof point to date is a supervised autonomy deployment with general contractor Sundt Construction on a 130-acre manufacturing site in Phoenix, Arizona, where Bedrock has reported moving more than 65,000 cubic yards of earth [Equipment World, 2026].

Data Accuracy: GREEN -- Confirmed by The New York Times, Forbes, RoboticsTomorrow, Equipment World, and the company's own announcements.

Company Overview

Bedrock Robotics was founded in 2024 in San Francisco by a group whose resumes cluster heavily around Alphabet's autonomy programs. Boris Sofman, the chief executive, ran the trucking division at Waymo before leaving to start Bedrock, and earlier in his career founded consumer robotics company Anki after completing a PhD in robotics at Carnegie Mellon University [Reddit, 2026] [Joel on the Beach Podcast, 2026]. He was joined by Ajay Gummalla, who spent seven years as a director of systems and programs at Waymo and thirteen years before that as a hardware technical lead at Google, and by Kevin Peterson, also a Waymo veteran, now serving as chief technology officer [Equipment World, 2025] [LinkedIn, 2026]. Tom Eliaz, who helped scale Segment's engineering systems through its $3.2 billion acquisition by Twilio, rounds out the founding team as a vice president of engineering [C4 Ventures, 2026] [LinkedIn, 2026].

The company spent roughly a year operating in stealth before announcing itself publicly in July 2025 with an $80 million round led by Eclipse and 8VC, joined by Two Sigma Ventures, Emergence Capital, and Valor Equity Partners, among others [RoboticsTomorrow, Jul 2025] [Forbes, Jul 2025]. Approximately seven months later, in February 2026, Bedrock disclosed a $270 million round led by CapitalG and the Valor Atreides AI Fund [The New York Times, Feb 2026] [Construction Dive, Feb 2026]. The company has also built out an executive bench beyond its founders, including chief operating officer Laurent Hautefeuille, vice president of finance Bryan Hammes, head of operations Steve Lin, and head of robotics Matthieu Guilbert [Bedrock Robotics, 2026].

The operational milestone the company has chosen to lead with is its work with general contractor Sundt Construction on a 130-acre manufacturing facility site in Phoenix, Arizona. Bedrock describes this as the industry's largest known supervised autonomy deployment for mass excavation, with more than 65,000 cubic yards of earth moved [Equipment World, 2026] [Engineering News-Record, 2026].

Data Accuracy: GREEN -- Confirmed by The New York Times, Forbes, Equipment World, and Engineering News-Record.

The Product and the Stack

Bedrock's product transforms existing construction equipment into autonomous machines using sensors, compute, and software [Bedrock Robotics, 2026]. The deliberate choice to retrofit rather than manufacture is meaningful: the addressable fleet of in-service excavators, dozers, and graders is enormous, and customers are accustomed to financing equipment over long depreciation cycles. By selling an upgrade kit and the autonomy stack rather than a new vehicle, Bedrock sidesteps the capital-intensive path that has slowed earlier industrial-autonomy entrants.

The first commercial focus is mass excavation. The company has framed the value proposition as freeing skilled human operators for complex tasks while machines handle repetitive, high-volume earth-moving work [The Robot Report, 2026]. The Sundt deployment in Phoenix is the most detailed public reference: a 130-acre site and roughly 65,000 cubic yards of material moved as of the February 2026 update [Equipment World, 2026]. Supervised autonomy means a qualified human remains in the loop; it is the standard intermediate step between teleoperation and fully unsupervised operation in heavy-equipment autonomy.

Data Accuracy: YELLOW -- Product positioning confirmed by Bedrock Robotics, The Robot Report, and Equipment World; technical architecture details remain undisclosed.

Market Research and Opportunity

Construction is one of the largest sectors in the global economy and one of the least automated. The U.S. construction industry has faced persistent skilled-labor shortages and rising project costs, conditions that have pushed contractors to reconsider equipment automation as a productivity lever. Construction Dive, covering Bedrock's Series B, framed the round as a marker of a red-hot AI sector intersecting with construction [Construction Dive, Feb 2026].

Contractors are looking for ways to extend the productive hours of skilled operators, reduce idle time on large earthworks, and improve safety on sites where heavy equipment is the leading source of fatal incidents. Forbes' July 2025 profile framed the opportunity as automating self-driving dirt diggers for a sector that has historically lagged automotive and warehouse robotics [Forbes, Jul 2025].

Regulatory and macro forces are mostly tailwinds. There is no federal regulator analogous to NHTSA gating excavator autonomy on private construction sites, which means deployment can scale on customer-by-customer terms. The macroeconomic backdrop, infrastructure spending, and continued private nonresidential construction support demand for higher-throughput earthmoving.

Sizing claim	Value	Source
Bedrock Series B (Feb 2026)	$270M	[The New York Times, Feb 2026]
Bedrock initial round (Jul 2025)	$80M	[RoboticsTomorrow, Jul 2025]
Reported Phoenix project earth moved	65,000+ cubic yards	[Equipment World, 2026]

Data Accuracy: YELLOW -- Funding and project metrics confirmed by The New York Times, RoboticsTomorrow, and Equipment World.

The Competitive Field

Bedrock is positioned as a software-and-retrofit company in a category whose other entrants split between retrofit specialists and OEM-led automation programs.

Company	Positioning	Stage / Funding
Bedrock Robotics	Retrofit autonomy for excavators and earthmoving equipment	Series B, $350M disclosed
Built Robotics	Retrofit autonomy for excavators, dozers, and other heavy equipment	Earlier-stage venture-backed
SafeAI	Retrofit autonomy for mining and construction equipment	Venture-backed

The most direct comparable is Built Robotics, which has been pursuing the same retrofit-the-existing-fleet thesis for several years. SafeAI plays a similar game but with more emphasis on mining. Beyond these direct retrofit peers, the OEMs themselves (Caterpillar, Komatsu, Volvo CE, Hitachi, John Deere) all have internal autonomy programs of varying maturity.

Bedrock's defensible edge today rests on three things: talent density, capital, and the early Sundt relationship [Equipment World, 2026].

Opportunity

If Bedrock executes, it could become the default autonomy software layer for North American earthmoving. The retrofit-first posture is what makes this reachable: every excavator already in a contractor's yard is a potential unit of demand without requiring fleet replacement. Bedrock has the founding pedigree, the capital base, and an active contractor reference that together make the path from pilot to platform credible [The New York Times, Feb 2026] [Equipment World, 2026].

Data Accuracy: YELLOW -- Funding and deployment evidence confirmed by The New York Times, Equipment World, Construction Dive, and PR Newswire.

Sources

1. [The New York Times, Feb 2026] Bedrock, an A.I. Start-Up for Construction, Raises $270 Million | https://www.nytimes.com/2026/02/04/business/dealbook/bedrock-robotics-ai-fundraise.html
2. [Reddit, 2026] r/SelfDrivingCars: Bedrock, an A.I. Start-Up for Construction, Raises $270 Million | https://www.reddit.com/r/SelfDrivingCars/comments/1qvr5ul/bedrock_an_ai_startup_for_construction_raises_270/
3. [Forbes, Jul 2025] Waymo Vets Are Automating Construction Sites With Self-Driving Dirt Diggers | https://www.forbes.com/sites/alanohnsman/2025/07/16/waymo-vets-are-automating-construction-sites-with-self-driving-dirt-diggers/
4. [PR Newswire, 2026] Bedrock Robotics Announces Supervised Autonomy Testing on Active Construction Sites | https://www.prnewswire.com/news-releases/bedrock-robotics-announces-supervised-autonomy-testing-on-active-construction-sites-in-move-towards-commercialization-302617799.html
5. [RoboticsTomorrow, Jul 2025] Bedrock Robotics Emerges from Stealth with $80M in Funding | https://www.roboticstomorrow.com/story/2025/07/bedrock-robotics-emerges-from-stealth-with-80m-in-funding-for-autonomous-construction-technology/25194/
6. [Bedrock Robotics, 2026] Introducing Bedrock Robotics | https://bedrockrobotics.com/news/introducing-bedrock-robotics
7. [The Robot Report, 2026] Bedrock Robotics announces autonomous excavation milestone | https://www.therobotreport.com/bedrock-robotics-announces-autonomous-excavation-milestone/
8. [Engineering News-Record, 2026] Bedrock Robotics Moves Earth with Autonomous Excavators | https://www.enr.com/articles/62211-bedrock-robotics-moves-earth-with-autonomous-excavators
9. [Equipment World, 2026] Bedrock Robotics Leads Major Autonomous Excavation Push | https://www.equipmentworld.com/equipment-controls/autonomous/article/15772863/bedrock-robotics-leads-major-autonomous-excavation-push
10. [Equipment World, 2025] Bedrock Robotics emerges with $80M for autonomous equipment | https://www.equipmentworld.com/technology/article/15751791/bedrock-robotics-emerges-with-80m-for-autonomous-equipment
11. [Association for Advancing Automation, Jul 2025] Ex-Waymo Engineers Raise $80M for Autonomous Construction Machinery | https://www.automate.org/industry-insights/ex-waymo-engineers-raise-80m-for-autonomous-construction-machinery
12. [Construction Dive, Feb 2026] Bedrock Robotics raises $270M in red-hot AI sector | https://www.constructiondive.com/news/bedrock-robotics-raise-ai-automation-funding/811982/
13. [LinkedIn, 2026] Tom Eliaz - Bedrock Robotics | https://www.linkedin.com/in/tomeliaz/
14. [Autonocast, 2026] Episode 341: Boris Sofman of Bedrock Robotics | https://open.spotify.com/episode/1QjxLUWxh8QnADqHsnhbpm
15. [ZoomInfo, 2026] Bedrock Robotics Overview | https://www.zoominfo.com/c/bedrock-robotics-inc/5000067155