Substrate.
AI agents for the physical world.
Every great AI company is being built for software developers. The engineers who design the physical world — chips, circuits, embedded systems, hardware — still work in tools from the 1990s. Substrate is the agentic platform for that gap. I'm building it because I'm one of the few founders fluent in both worlds.
I'm starting with Tracer: a verifiable copilot that helps engineers modernise legacy electronic circuits step by step, with the engineer checking each output. I picked this wedge because defence reshoring and supply-chain mandates have created urgent modernisation budgets, frontier multimodal models can finally read schematics end-to-end, and the engineers I interviewed all said the same thing — they want a tool that works alongside them, not an autonomous black box that multiplies errors in high-stakes work. I led the team that built the core technical primitive at the AMD Pervasive AI Contest, where it placed 2nd of 100+ teams.
The plan: ship Tracer first as an assistant inside engineers' existing EDA tools (Altium, KiCad, Cadence) — low friction, no behaviour change required. From there it grows into a purpose-built modernisation EDA platform, and that platform becomes the foundation other Substrate agents (Schematic, Embedded, and beyond) are built on. Each engagement adds proprietary design data and engineer trust the next layer inherits. What Cursor is to software, Substrate is being built to be for the rest.
- WEDGE
- Tracer — verifiable copilot for legacy circuit modernisation
- STAGE
- Pre-seed — building MVP
- PROOF
- Core primitive built at AMD AI Contest (2nd of 100+)
- VALIDATION
- Engineer interviews — modernisation, defence, biomedical
- STATUS
- Problem validated; building Tracer MVP