Johnathan Budd

Matter Venture Partners thesis

Back to Portfolio Path Robotics AI Robotics About Path Robotics builds AI-powered robotic systems to address the skilled labor shortage in manufacturing, with an initial focus on welding. Welding is one of the most in-demand yet hardest-to-fill trades, with over 80% of welding today still performed manually due to the complexity of real-world variability. Our robotic welding cells are currently deployed across North America and continuously learn and improve from real-world data. Backed by $100M in Series D funding and operating on a 100% recurring RaaS model, Path is enabling manufacturers to

Sector and stage focus

• Seed: Hardware, Enterprise, AI
• general: San Francisco Bay Area
• Series A: Hardware, AI, Enterprise

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