Private company

Bedrock Robotics

By Scott McLeodPublished by PXS Research Updated October 26, 2026

Integrator / OEM · San Francisco, CA, US

Company overview

Retrofit autonomy kits that turn existing excavators, dozers and loaders into autonomous machines.

Reversible same-day hardware + software installs on 20–80-ton heavy equipment enabling supervised and eventually fully autonomous earthmoving on construction sites.

Research mapping

Physical AI / Autonomy Software, Fleet Platforms & End Markets (L10) / Integrator / OEM

Evidence boundary

Original analysis and independent corroboration remain under development. Commercial scale and durable technical advantage remain under review.

What makes it defensible

Retrofit autonomy that installs in a day on the 20–80-ton excavators and dozers a contractor already owns — no new iron required, so deployment cost is the wedge and the installed fleet is the moat.

Position in the stack: Autonomy layer sitting on top of Caterpillar/Komatsu-class heavy equipment, between the machine OEM and the construction GC; hard to copy because it needs site-scale perception, fleet orchestration and safety qualification that only teams who have shipped self-driving at scale can assemble.

Who buys it

Industrial Infrastructure Owners

Named customers: Sundt Construction, Zachry Construction, Champion Site Prep, Capitol Aggregates

Founding team

Boris Sofman — Co-founder & CEO — Waymo executive leading autonomous trucking and core technologies (perception, reliability, freeway driving); co-founded and led consumer-robotics company Anki; PhD in Robotics, Carnegie Mellon.

Kevin Peterson — Co-founder & CTO — Head of Perception for Waymo's commercial trucking division; autonomy architect at Caterpillar after its acquisition of Marble, which he co-founded and led as CEO; earlier CTO at Astrobotic; MS Carnegie Mellon.

Tom Eliaz — Co-founder & VP, Engineering — Engineering leadership background (legacy note: ex-Segment/Twilio).

Ajay Gummalla — Co-founder & VP, Engineering — Engineering leadership; ex-Waymo per legacy record (not re-verified this run).

Source

Financing detail

Last round: Series B

Investors: CapitalG + Valor Atreides AI Fund (co-lead), NVentures, 8VC, Eclipse, Emergence, MIT, Tishman Speyer

Capital in context

Mapped funds and investors

Direct relationships supported by published evidence.

Reported holdings as-of

No sourced relationships mapped yet.

Disclosed investment history

Fund / investor	Last sourced	Relationship	Evidence
LMNT Ventures	2026-10-14	undisclosed	Source

Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.

Evidence & media

Bedrock Robotics Launches First Fully Autonomous Excavator Deployments on Critical U.S. Infrastructure Projects

What this source supports: Sundt (Nevada water treatment), Champion Site Prep (Texas), Zachry (1.2M cu yd) — company-sourced wire release.
Source

Timeline

Aug 17, 2026 Customer
Bedrock Robotics launches first fully autonomous excavator deployments on live U.S. infrastructure sites — Sundt Construction (Nevada water treatment), Champion Site Prep (Texas, multi-million cu yd), Zachry Construction (1.2M cu yd civil sitework)
Source