Substrate
AI agents for the physical world.
Every great AI company is being built for software developers. The engineers who design the physical world still work in tools from the 1990s.
What Cursor is to software, Substrate is being built to be for everyone who designs the physical world.
Substrate is the agentic platform for that gap — chips, circuits, embedded systems, hardware. 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, and frontier multimodal models can finally read schematics end-to-end.
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.
Ship Tracer first as an assistant inside engineers' existing EDA tools — Altium, KiCad, Cadence — low friction, no behaviour change. From there it grows into a purpose-built modernisation platform that becomes the foundation other Substrate agents are built on.
Each engagement adds proprietary design data and engineer trust the next layer inherits. I led the team that built the core technical primitive at the AMD Pervasive AI Contest, where it placed 2nd of 100+ teams.
Selected work.
Multi-agent AI product built solo and deployed to 150 users across 180DC Southampton. £3K Enterprise Prize. Pitched at Future Worlds. Closed May 2026 to focus on Substrate.