2/615 → 8/797; +0.68 percentage points of formation share.
Physical projects pass scope, schedules, materials, and liability across owners, designers, contractors, suppliers, and operators using inconsistent records.
Trace change orders and material substitutions across project participants to quantify lost context, duplicate entry, delay, and disputed responsibility.
Supply and field operations coordinate normal flows in systems of record, while disruptions are resolved through fragmented calls, messages, and spreadsheets.
Catalog high-cost exceptions across logistics and field operations, then map how context, decisions, and resolution state move between organizations and software.
An AI-operated logistics company.. TrueMile is building a fully autonomous logistics company, starting with trucking. Delayed pickups, empty miles and poor planning eat into a carrier’s profits. Our agents coordinate loads, routes, driver schedules and fuel stops to earn more from each truck and lower the cost of moving goods. We’re starting with our own fleet so we control execution, learn from every delivery and keep the gains. Human drivers come first. As autonomous trucks become available on our routes, we’ll have the customers, freight and infrastructure ready for them. As we drive toward AGI, people will still need groceries, clothes and materials to build their homes. Someone has to move all of it. We want every leap in AI to show up in what people pay for everyday goods.
Agentic procurement & inventory for deep tech teams.. Hardware teams burn weeks on procurement. An engineer needs a part. Someone emails five distributors, chases quotes, gets an approval, wires the money, tracks a shipment across three carriers, clears customs, and then nobody knows where the box is or what's actually on the shelf. Waybill runs that entire loop. Send us a part, a spec, or a BOM. We source it, pull quotes, route approvals, pay the supplier, handle freight and customs, track it to your dock, and keep your stock count updated. Take your supply chain for granted. Built by a team that's seen it at LAT Aerospace and WareIQ (YC S20).
Decision intelligence for the world’s largest supply chains. Shielded connects companies’ internal and external data to map market shifts, tariffs, and disruptions directly to suppliers, products, and margins. We turn those impacts into real-time decisions that grow and protect the business.
AI-native freight brokerage. Peer is building an AI-native freight brokerage that quotes freight, finds the right trucking companies, tracks shipments, and handles problems from pickup through delivery for shippers.
World Model for Freight. Ekho predicts the wars, strikes and tariffs that break global shipping, and tells freight teams which shipments are exposed and what to do about them. Predicting escalation is what our team did for eight years before this - now we bring the same engine to logistics.
Measure freight with security cameras. transload helps logistics companies measure shipments using the security cameras they already have. A pallet, a couch, a tire – we capture its true size as it moves through the warehouse. For our customers, 15% of shipments turn out to be bigger than what the sender claimed. Catching those differences is worth ~$50k per site per month in rebillings and improved trailer utilization.
Operational Superintelligence for Global Logistics. Haladir is the decisional AI layer for logistics. We sit on top of your WMS, TMS, OMS, etc., unify their data into one operational graph, and embed solver-grade optimization, ML models, and process intelligence into the decisions that power supply chains. Today's AI brought intelligence. The next frontier is judgement.
Container unloading robots for warehouses. We deploy robots in warehouses to automate the most demanding job in logistics: unloading loose-loaded containers. Our customers include 3PLs (CEVA, Stord), distributors (DHL, PostNL) and many more logistics companies.
A primary internal company segment within Supply Chain, derived deterministically from the shared yc industry “Supply Chain and Logistics”. This is a classification of current window members, not a causal layer or a separate time trend.
Measured-window members of Supply Chain that could not be assigned to a narrower shared YC tag or industry without forcing a classification.
No comparable outside activity is connected yet.
These share a word with “Supply Chain” but are tracked as separate categories. The real overlap below is the actual share of Supply Chain’s companies also found in that category — not a guess.
Cambrian Signal, “Supply Chain,” publication yc-2026-10-22-semantic-v8, snapshot October 22, 2026.
cambrian.jafar.com/formation/supply-chain