Bessemer

Bessemer's Physical AI 50 is now live — our new list spotlighting 50 startups turning robotics and autonomous systems into deployed products. What these leaders share: 🔹World-class teams combining robotics, AI, and systems engineering 🔹Focus on high-value, repeatable use cases 🔹Deep customer partnerships that generate real-world data See the full list ⏩️bessemervp.team/3PNKtWs

Yesterday, Bessemer hosted our first-ever Robotics Day! We brought together over 80 founders, CEOs, researchers, and engineers for a deep dive into where physical AI is headed. We heard from the Bessemer team on our robotics roadmap, top researchers and builders from @DynaRobotics, xDOF, @perceptroninc, @CovariantAI, Bellboy, and Mind Robotics, and a live demo from @adrianmacneil at @foxglove. We closed the day with a fireside chat with @SebastianThrun, pioneer of autonomous driving and founder of @Google X and @Waymo . Thank you to everyone who joined us! The "ChatGPT moment" for robotics hasn't happened yet. But it's coming faster than most people think. Read our full roadmap: bvp.com/atlas/intellig…

@jeremyl @bookingcom @Google Read more from @jeremyl on the consumer AI tipping point✨ bvp.com/atlas/consumer…

Two forces are converging that make @jeremyl optimistic about consumer startups for the first time in a decade. 1/ A new front door to the internet. Nobody owns chatbot search the way @bookingcom owned @Google. It's open season. 2/ AI unlocks entirely new things you can build for consumers, not just a new channel for old products. Listen to the full episode with @EricNewcomer on the Newcomer podcast. youtu.be/wOUskWl6XzY

Introducing the 𝐀𝐈 𝐕𝐚𝐥𝐮𝐞 𝐅𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤 📈 Here's how to map your product to understand its pricing power and customer willingness to pay. Plus, five founder best practices to hone the right AI pricing strategy 1. Lead with a value-first pricing test 2. Find your sweet spot through friction 3. Map your product to the value framework 4. Build "unit economics discipline" from day one 5. Steer away from the "pricing complexity trap" at scale Get the playbook. bvp.com/atlas/the-ai-p…

🚨 ICYMI — @WeAreLegora raises $550M Series D This week includes — 🧠 How @fnthawar, @Shopify's Head of Engineering, is boosting engineer productivity 20% with AI ⚖️ Legora raises a $550M Series D at a $5.55B valuation as AI reshapes how legal work gets done 🛠️ Case study: How David Gu, CEO of @recallai, turned a real-world infra pain point into an AI product Read more 👉 bessemervp.team/4rwVRmW Subscribe ✅ bessemervp.team/49oirII

Vertical AI is rewriting founder-market fit. The old rule: you had to live the problem to solve it. But @minnasong never worked in property management before founding @elise_ai. @MaxJunestrand isn't a lawyer — he built @WeAreLegora anyway. Insider or outsider, the real question is the same: do you understand the workflow deeply enough to reinvent it? Bessemer's full breakdown → bvp.com/atlas/building…

RSVP for the next session of Research to Runtime with @Day_ai_app Founder and CEO, @markitecht, who has built one of the most ambitious AI-native operating systems. On March 26, Christopher will unpack the specific workflows, agent architectures, and integration patterns the Day AI team uses to run agents internally across departments. Reserve your spot 👉 bessemervp.team/4sEQXoO

Aligning your pricing to customer outcomes is step one. But as AI companies scale, a customer’s bill might hit $100K one month and $300K the next. Most won’t tolerate that variability. At that point, predictability becomes the new priority, and your pricing model has to evolve. Partner @kentbennett sat down with @stripe to dig into this more in a new framework for pricing AI products: stripe.com/guides/pricing….

We’ve raised our $150 Million Series B round at a $2 Billion valuation. Our investors @insightpartners , @IndexVentures , @IVP, @BessemerVP, and @VineVenturesLP are all tripling down on their conviction in Wonderful’s platform and hyper-local operating model, as we continue deploying production-grade agents across our growing customer base in 30+ countries. And, we’re hiring globally (a lot): Wonderful.ai

Robotics today looks a lot like NLP in 2005. We hand-code physics simulations the same way linguists hand-coded grammar rules. And it doesn't scale. A new class of models — world models — learns physics from video instead. The early results are striking. The gaps are real. Here's what you need to know. → bvp.com/atlas/can-worl… cc: @TaliaGold, @bhavikvnagda, @gracejhma

We're excited to back 𝐌𝐢𝐧𝐝 𝐑𝐨𝐛𝐨𝐭𝐢𝐜𝐬 in their $500M Series A! 🦾 "As AI enters the physical world, we believe the largest, at-scale application for advanced robotics will be across the industrial sector,” said @RJScaringe, founder and CEO of Mind Robotics and @Rivian. Read on 📰 wsj.com/business/entre… cc: @TaliaGold, @bhavikvnagda, @bdeeter

Bessemer is proud to celebrate six founders named to the 2026 @Inc. Female Founders 500. 🎉 This list recognizes the women building category-defining companies and we're honored to back them: 🔹@hijoyliu, Founder & CEO of @Plenful — streamlining manual and administrative tasks with AI for pharmacy and healthcare operations. 🔹@minnasong, CEO & Co-Founder of @elise_ai — transforming property management and healthcare through automation and conversational AI. 🔹@MelanieCanva, CEO & Co-Founder of @Canva — making professional design accessible to everyone, everywhere. 🔹Whitney Wolfe Herd, CEO & Founder of @Bumble — redefining how people date, create meaningful relationships & network with women making the first move. 🔹Tiffany Lopinsky, President & Co-Founder of ShopMy — connecting creators and brands through affiliate marketing that actually converts. 🔹@tal_kollender, CEO & Co-Founder of @remediosecurity — making enterprise endpoint security simple by fixing vulnerabilities before attackers find them. Congratulations to all six founders, and to the full list of entrepreneurs leading the way. 🙌 Explore the list: inc.com/female-founder… #FemaleFounders500 #IncMagazine #Founders

Out now — Recall.ai’s story. We're kicking off a new case study series, Launching AI products that win, focused on how leading SaaS and AI-native companies build and monetize AI products/features. First up: @recallai — we sat down with @davidgu to dive deeper into their journey of turning infrastructure pain into a business. David gets into GTM decisions, pricing, and why conversation data is the missing piece in AI products. Read or download the full case study 👉 bessemervp.team/4bfed5Q

New @hoh_pod episode is live! Breakthrough blood tests that detect cancersearly are gaining traction, but key questions remain. @stephenkraus talks with Helmy Eltoukhy of @GuardantHealth about liquid biopsy, cfDNA, & the future of diagnostics. Listen: bit.ly/3P049pQ

Join us in celebrating @achaganty1 promotion to Vice President! “Aparna has played a role in Bessemer’s expanding portfolio at the intersection of AI and enterprise software at an early stage, focusing on enterprise AI and AI services, with a special focus on Indian entrepreneurs building for global markets…” Read more 👉 bessemervp.team/3NaxDRc

8/ Our hypothesis: the "ChatGPT moment" for robotics is on the horizon as industry leaders make key advancements: → Commoditizing hardware, → Improving locomotion → Pushing the frontier of manipulation. Read the full deck: bvp.com/atlas/intellig…

7/ Where we see early opportunities: → Vision-native verticals → Picks-and-shovels infrastructure → High-value end-to-end autonomy

1/What will the "ChatGPT moment" for robotics look like? LLMs took off when three forces converged: scale, usability, and distribution. We break down where robotics stands today and where we see the earliest investment opportunities developing. 🧵