YC data · 6,352 companies · October 22, 2026
Formation · First surfaced Fall 2026

Infrastructure Monitoring Software

All formations
Accelerating81% confidenceObserved October 22, 2026Source: Description cluster · description-onlyCurrent batch — provisional
The count
3.09×

2/615 → 8/797; +0.68 percentage points of formation share.

W13S16S20S23Sp26S26
The companies behind the signal — 8
Summer 2026
Meteoric

Drones that clear clouds over solar farms and weaken hurricanes. Meteoric is building drones that clear clouds and weaken storms over critical infrastructure like solar farms, airports, defence assets, and ultimately weaken hurricanes.

Summer 2026
Greypoint Industries

Building drone swarms that hunt drone operators. We build LEGION, a drone swarm that identifies, geolocates, and tracks every emitter on the battlefield using the enemy’s own radio signals. LEGION enables our warfighters to precisely track previously obscured targets like jammers, command posts, and drone operators so they can proactively respond to threats instead of reacting to them.

Summer 2026
Isengard Industries Inc

Mass-produced AI strike systems and Counter-UAS. Isengard Industries is not another drone company. We build sovereign production: the means for allied nations to make precision-strike and counter-drone systems by the thousand, on their own soil, at a fraction of what the primes charge. We call it Weapons of Mass Production. The Arsenal of Democracy, rebuilt for the drone age. More to come, and only where it helps. You know how to reach us.

Spring 2026
Arlo Industries

Track drones and missiles without radars - Accurate, Passive, Scalable. Arlo Industries is building a network of sensors that precisely tracks stealthy drones and aerial threats better than radars. This capability does not exist yet because traditional radars are built on past war doctrines designed to protect single, centralised assets. Modern warfare, however, demands wide-area, persistent coverage that is both passive and economically scalable. By utilising a mesh architecture, Arlo Industries unlocks unprecedented asymmetric economics. The network is fundamentally built to scale: the cost of adding sensors grows linearly, but the tracking accuracy increases exponentially, delivering highly resilient, persistent coverage for a fraction of the cost of legacy systems. Deo founded Arlo Industries after spending over 6 years in the Israeli defence ecosystem, where he lived through multipl

Spring 2026
9 Mothers

Counter Drone Systems. $1.6m sales. We delivered for the DoW.. We have sold $1.6m of systems to the DoW. Multiple systems delivered to the DoW. Our first product - EDDA - is a counter drone system - small, low power, low cost fully autonomous-capable. It's designed to be used on vehicles, bases, or carried - to stop group 1 suicide drones. We have multiple contracts, sales, etc. We have 3 more products with demand in various stages of development. More details at https://9mothers.com

Winter 2026
Voltair

Autonomous Drones for Earth Observation. Voltair is building the world's first globally distributed network of autonomous drones for Earth observation. Power utilities are the perfect first customer. Aging infrastructure and extreme weather drive the need for millimeter-scale inspection data on the power grid. Utilities spend tens of billions of dollars every year just looking at their own equipment. Autonomous drone fleets will enable utilities to inspect 7 million miles of infrastructure more frequently, quickly, and accurately. Our long-range, weatherized flying robots work with charging pads installed directly on utility poles. Each new pad unlocks 1000 square miles of coverage. With a charging network deployed on the power grid, we can serve existing multi-billion dollar data markets in road, rail and telecom inspection at 10x lower prices while enabling entirely new applications in

Winter 2026
Condor Energy

Software for enterprise energy procurement.. Condor helps large electricity consumers - C&I and data centers - cut electricity costs by helping the grid. We are former electricity traders and energy physicists. We build an AI-powered software that our clients use to optimize their energy procurement - making sure they always have access to cheap & reliable power.

Winter 2026
Milliray

Technology to detect and track small drones. We make radars that can see small drones. As drones evolve faster than air defenses, detection has fallen behind. Even $50 drones now present a major threat to airports, critical infrastructure, and front-line defense. We solve this by building high-frequency radar systems, designed from the ground up to detect even the most challenging low-signature targets. This allows us to identify and track nano drones like no other solution, letting you know what's truly in your airspace.

Inside Infrastructure Monitoring Software

Defense

A primary internal company segment within Infrastructure Monitoring Software, derived deterministically from the shared yc tag “Defense”. This is a classification of current window members, not a causal layer or a separate time trend.

Drones

A primary internal company segment within Infrastructure Monitoring Software, derived deterministically from the shared yc industry “Drones”. This is a classification of current window members, not a causal layer or a separate time trend.

Other / unclassified

Measured-window members of Infrastructure Monitoring Software that could not be assigned to a narrower shared YC tag or industry without forcing a classification.

Outside corroboration — does anyone else see this?

No comparable outside activity is connected yet.

Similarly named categories — not necessarily the same thing

These share a word with “Infrastructure Monitoring Software” but are tracked as separate categories. The real overlap below is the actual share of Infrastructure Monitoring Software’s companies also found in that category — not a guess.

Business Management Software

0% overlap — despite the similar name, these 8 companies are entirely different from Infrastructure Monitoring Software's.

Security Infrastructure Tools

0% overlap — despite the similar name, these 9 companies are entirely different from Infrastructure Monitoring Software's.

Healthcare Software

0% overlap — despite the similar name, these 12 companies are entirely different from Infrastructure Monitoring Software's.

AI Infrastructure Tools

0% overlap — despite the similar name, these 14 companies are entirely different from Infrastructure Monitoring Software's.

AI Financial Software

0% overlap — despite the similar name, these 27 companies are entirely different from Infrastructure Monitoring Software's.

Financial Management Software

0% overlap — despite the similar name, these 19 companies are entirely different from Infrastructure Monitoring Software's.

AI Agent Infrastructure

0% overlap — despite the similar name, these 34 companies are entirely different from Infrastructure Monitoring Software's.

Healthcare Operations Software

0% overlap — despite the similar name, these 31 companies are entirely different from Infrastructure Monitoring Software's.

Legal Tech Software

0% overlap — despite the similar name, these 9 companies are entirely different from Infrastructure Monitoring Software's.

Video Infrastructure

0% overlap — despite the similar name, these 15 companies are entirely different from Infrastructure Monitoring Software's.

AI Compute Infrastructure

0% overlap — despite the similar name, these 8 companies are entirely different from Infrastructure Monitoring Software's.

GPU Compute Infrastructure

0% overlap — despite the similar name, these 8 companies are entirely different from Infrastructure Monitoring Software's.

Infrastructure

0% overlap — despite the similar name, these 87 companies are entirely different from Infrastructure Monitoring Software's.

Citation

Cambrian Signal, “Infrastructure Monitoring Software,” publication yc-2026-10-22-semantic-v8, snapshot October 22, 2026.
cambrian.jafar.com/formation/infrastructure-monitoring-software