BrightAI ARR Hits $100M

BrightAI, a San Francisco–based Physical AI platform, has hit an impressive annual recurring revenue of $100 million as of July 2025, following a $51 million Series A co‑led by Khosla Ventures and Inspired Capital, bringing total funding to approximately $78 million. Founded in 2019 by former SmartThings leader Alex Hawkinson, BrightAI’s standout platform, Stateful, merges edge AI, multimodal sensors, drones, wearables, and robotics to provide real‑time observability and predictive diagnostics across physical infrastructures such as power grids, pipelines, HVAC, pest control, and manufacturing systems.

The platform tackles the chronic issue of reactive maintenance by delivering continuous visibility and actionable insights. It monitors hundreds of thousands of remote assets—250,000+ AI endpoints across 50,000+ locations—detecting anomalies before they escalate, automating inspections via drones and robotics, and guiding field workers through wearable AI copilot interfaces. Key applications include stress detection on power poles, pipeline health diagnostics, HVAC predictive maintenance (e.g., ComfortAI module), and AI‑enhanced pest control through partnerships like the one with Pelsis for flylight monitoring.

BrightAI’s rapid growth is fueled by significant investor confidence and real-world traction. The Series A round positions the company for expansion into new infrastructure sectors, scaling deployments, and increasing headcount—over 100 hires planned across engineering, operations, and GTM functions, plus a new San Francisco headquarters. Its mission is audacious: to revolutionize aging, labor‑intensive essential systems by turning them from reactive liabilities into proactive, intelligent networks—ultimately reducing failures, cutting costs, improving safety, and enhancing resilience for cities and industries worldwide.