Add a Coke Can to Your Viral Video? The Next Gen of Product Placement Is Here

Sam Blake

Sam primarily covers entertainment and media for dot.LA. Previously he was Marjorie Deane Fellow at The Economist, where he wrote for the business and finance sections of the print edition. He has also worked at the XPRIZE Foundation, U.S. Government Accountability Office, KCRW, and MLB Advanced Media (now Disney Streaming Services). He holds an MBA from UCLA Anderson, an MPP from UCLA Luskin and a BA in History from University of Michigan. Email him at samblake@dot.LA and find him on Twitter @hisamblake

Ryff

If you watched this year's NCAA basketball tournament, you may have unknowingly witnessed an early milestone from a company aiming to upend video advertising.

Ryff, a stealthy L.A.-based startup founded in 2018, helped Coca-Cola insert images of Coke bottles and banners into classic footage from past tournaments, like UCLA's 2006 finals run and North Carolina State's improbable championship in 1983.


Ryff's ambitions are much grander than clever, nostalgic ads: chief executive and co-founder Roy Taylor wants to introduce on-demand digitized product placement across the entire entertainment industry.

Traditional product placement often requires complex upfront negotiations between brands and content producers, or using post-production techniques that can be costly and clunky. Ryff uses technology common in video games, where on-screen items can be swapped in and out at the push of a button, to quickly insert branded images into completed scenes. This approach distinguishes the L.A.-based startup, but could raise questions from creators who never set out to be brand ambassadors and viewers who will be unwittingly exposed to ads.

Taylor himself is reluctant to seek out too much publicity for fear of a backlash.

"We're in a slightly unusual position because we want all the publicity we can get, but only B2B," he said, meaning he wants brands and content-owners to hear about Ryff, but not necessarily viewers.

"We believe the general public, if they have a preference, veer towards being less comfortable with digital anything right now," Taylor said. He is adamant, however, that Ryff does not create "deep fakes."

"We do not change an original truth; I think that's wrong," he said. "I would never allow our technology to be used in a way which is nefarious."

In addition to its Coke campaign, Ryff has done a test campaign with Diageo, for which it inserted Baileys bottles into three Lifetime movies, as well as a handful of other brands and firms including Intel, Perfectamundo tequila and Dutch production company Endemol Shine. The startup has raised $8.6 million.

As linear TV viewership has declined, advertising dollars on the medium have stagnated. They have "proven relatively resilient, despite cord cutting," said media analyst Tony Lenoir of Kagan, because advertisers like being able to reach the customers that have stuck with cable, who tend to be relatively wealthy.

But TV ads have been in steady decline as a share of overall advertising spend. From 2015 to 2020 the share of TV ad-spend in the U.S. fell from 42% to 33%, with a further decline to 20% expected by 2025, according to MoffettNathanson, an independent research company focused on media and communications. Online advertising, which includes streaming, has picked up the slack, growing from a 27% share in 2015 to 52% in 2020, with an expected rise to 73% by 2025. Relatedly, eMarketer predicts that by 2024, there will be more households without a traditional pay-TV service than with it.

Taylor's investors think he and his 30-person team, split between L.A. and Cambridge in his native U.K., are well positioned to ride these trends.

"I think streaming platforms, because there's so many of them now, will need to identify new ways of generating revenue outside of growing the subscriber base," said Marlon Nichols, whose MaC Ventures participated in Ryff's $5 million fundraise in 2019, its most recent.

Ryff's biggest competitor is London-based Mirriad, which Taylor says uses technology that is less scalable. That could change, however.

"There is no such thing today as a product which cannot be replicated," he said.

Like any multi-sided platform — think Uber, Airbnb, etc. — Ryff will need to onboard users on both the supply and demand sides of the ad market. In other words, to achieve its ambitions of ushering in a new paradigm of advertising, Taylor needs to lure in more brands on the one side, and streaming platforms, studios and UGC video services on the other.

Ryff LifetimeRyff has done a test campaign with Diageo, for which it inserted Baileys bottles into three Lifetime movies.

How Ryff Works

To demonstrate his technology, Taylor pulls up a scene from a film he cannot disclose, of two men sitting on stools outside a restaurant, at a small table holding two empty glasses.

Using a combination of computer visioning and artificial intelligence, Ryff's "Placer" technology has scanned the entire film to identify opportunities like this for product placement. The tool, Taylor said, is trained to recommend product types that fit scenes contextually, culturally and creatively.

In the restaurant scene, that means the technology should know not only that a beverage bottle could fit, but also that it must be a brand that could be found in whichever country the scene is taking place. The product also must fit with the story's narrative; if both characters are teetotalers, the technology could suggest a soda brand, but not a beer.

"I took the notion that you could treat a frame of film or TV as a backdrop, like in a traditional theater," Taylor said. "You could take a 3D model and render it — that is, apply light and shade to it — and make it look as though it appeared in the backdrop; you could get them to match."

Ryff's automated suggestions are uploaded into a searchable database that brands can screen for myriad factors, including the time of day the scene takes place, specific actors in it and whether it contains certain activities like sports.

Taylor drew on his background at NVIDIA to create Ryff. The Silicon Valley company makes chips and graphic processing units. In the 1990s, he helped launch its European offices.

Will Advertisers and Content-Creators Riff on Ryff?

Analysts at PQ Media have pegged the brand-placement market at $20 billion worldwide, and forecast it to climb 9.8% per year through 2024, with the fastest growth occurring on digital platforms.

"It's a concept that was not possible in years past, just because the technology was not there to do this kind of scene analysis and to place in everyday objects in a realistic way," said Paul Erickson of market research firm Parks Associates.

Consumers today are less tolerant of ads than they once were, he points out. "People's tastes have changed."

As cable continues its decline and streaming picks up the slack, Taylor thinks that aversion will only grow.

"I don't believe in AVOD," he said, referring to streaming's ad-based monetization model.

But plenty of streaming companies are betting that traditional, interruptive advertising still has a place. HBO Max has announced plans to launch a lower-priced, ad-based tier later this year. ViacomCBS and NBCUniversal have both embraced multi-pronged streaming strategies that include monetization models ranging from free and ad-based to premium subscription-based.

As to whether pure-play subscription-based services might entertain Ryff's "placement-based" revenue opportunity, media analyst Dan Rayburn is skeptical.

"Based on the projections they've given Wall Street, these services think they can be profitable without ads," he said, adding that companies like Netflix have shunned advertising revenues, presumably based on their analysis that the benefits would be outweighed by the cost of turning off customers.

RyffRyff has done a test campaign with Diageo, for which it inserted Baileys bottles into three Lifetime movies

Rayburn also said that based on his research, streaming companies may bridle at serving viewers product placements that could feel inauthentic and thus devalue their content.

"Disney's not saying, 'Hey, we'll stick a Pepsi behind Disney content'," he said. "That's not a business model they want or a trend they want to start."

Taylor said content rights holders may yet be won over because they have the final say as to what goes in their scenes.

"They always have control–always," he said.

Even if customers and content creators are okay with what Ryff provides, it will still need to bring on more brands to grow. For its business model, the company charges brands a fee or takes a percentage of their payments to the content owners. Ryff would not disclose its revenue figures.

"Advertisers don't throw a lot of money around ideas where they don't know how to measure the ROI," said Rayburn, noting this may make it challenging for Ryff to bring on brands.

A report commissioned by Ryff about its Baileys campaign, done by third-party research firm Radicle, indicated that, from start to finish, the placement took three weeks, and that Diageo was pleased with the results.

Taylor thinks brands will warm to Ryff once they better understand its customer-targeting capabilities, saying he can help to ensure "we no longer promote meat products to vegetarians."

Ryff helped Coca-Cola insert images of Coke bottles and banners into classic footage from past NCAA tournaments.

Ryff's Vision of the Future

In addition to tapping streamers and studios to feed its content database, Taylor is also intrigued by Ryff's opportunities in the vast and growing world of user-generated content that ends up on platforms like YouTube and TikTok. He points to renowned investor Marc Andreessen's thesis of a "third wave" of the internet, monetized by direct-to-creator spend rather than through third-party ads. The success of platforms like Cameo, Substack and Only Fans are early signs of this evolution.

"This is where I think this is going," Taylor said. "Real-time ingestion, real-time placement and real-time auctions."

Even as the means by which viewers access content evolves, and the monetization models change apace, Taylor is sure at least one thing will endure.

"Ultimately, great content needs budgets," he said, hopeful that such a need can be fulfilled by Ryff, even if it is, like much of advertising, a necessary evil.

https://twitter.com/hisamblake
samblake@dot.la
The $100M Plan to Deliver Sunlight After Dark
Reflect Orbital

🔦 Spotlight

Hello, LA.

Most companies built around solar energy are trying to capture more sunlight.

Reflect Orbital wants to move it.

The Hawthorne-based startup is developing satellites equipped with large reflectors that could redirect sunlight from orbit to specific locations on Earth after sunset. The idea sounds borrowed from science fiction, but Reflect Orbital is getting closer to testing whether it can work at commercial scale.

This week, the company announced $73.5M in new funding, bringing its total raised to more than $100M. Existing investors Sequoia Capital, Lux Capital and Starship Ventures participated alongside new backers including Buckley Ventures, Convective Capital, The Uncommon Group and Salesforce Ventures.

The funding will support Reflect Orbital’s first satellite launches, continued development of its reflector technology and new commercial partnerships across the energy and lighting industries.

The company’s premise begins with a familiar limitation: Solar panels stop producing energy when the sun disappears below the horizon, often just as electricity demand is rising.

Reflect Orbital wants to extend that window.

Its planned satellites would remain in sunlight while orbiting Earth, then angle their reflectors toward selected areas on the ground. Solar farms could potentially generate electricity beyond daylight hours without acquiring more land or replacing their existing infrastructure.

The same technology could eventually illuminate disaster zones for search-and-rescue teams, help construction crews work more safely at night and provide light in places without reliable electrical infrastructure.

That is a considerable expansion from where the company stood two years ago.

Reflect Orbital raised a $6.5M seed round in 2024 to develop its production vehicles and grow its Hawthorne team. It followed that with a $20M Series A led by Lux Capital in May 2025.

Now, the company is preparing to leave the warehouse and test its technology where it was designed to operate.

Reflect Orbital has received Federal Communications Commission approval for its first demonstration mission, Eärendil-1, which is expected to launch in the second quarter of 2027. The satellite will allow the company to study how its reflector deploys and performs in low Earth orbit while gathering data that could shape future versions of the system. Reflect Orbital has also secured additional launch opportunities for 2027, including two dedicated missions with Skyroot Aerospace.

Building the satellites presents its own unusual manufacturing challenge. According to the company, its team produces reflector material 28 times thinner than a human hair, folds individual sections into packages roughly the size of a shoebox and assembles satellites containing approximately 12,000 parts.

In other words, delivering sunlight after dark requires some very careful folding.

The concept has naturally prompted questions from astronomers and dark-sky advocates about light pollution and potential interference with scientific observations. Reflect Orbital says it is designing the service around predictability, transparency and control, including limiting reflections to defined locations and short periods, publishing satellite positions in advance and avoiding observatories and other protected sites.

The demonstration mission is expected to produce illumination comparable to a full moon for no more than five minutes during the two hours following local sunset. Reflect Orbital has also said it will collect data, invite outside evaluation and use the results to refine both its technology and safeguards before attempting to scale.

That process will matter because Reflect Orbital is not simply building another satellite. It is proposing a new kind of infrastructure, one that could change when and where sunlight becomes available.

The company still has significant technical and regulatory work ahead. But it has already moved from an unconventional idea to more than $100M in funding, an approved demonstration mission and multiple launch opportunities.

The next step is proving that its technology can deliver light precisely, reliably and responsibly from hundreds of miles above Earth.

If it succeeds, the sun may no longer disappear from the energy grid when it drops below the horizon.

More from this week’s LA startup and venture scene below.

🤝 Venture Deals

    LA Companies

    • Helix raised $6.2M in a round led by Chicago Ventures, with participation from BAM Ventures, Aglaé Ventures, Corazon Capital and others. The startup is developing on-device voice technology that verifies whether users are human and estimates their age without collecting traditional identity documents, offering a privacy-focused alternative to CAPTCHA and photo verification. - learn more
    • Opdo raised a $2.3M pre-seed round led by Angular Ventures, with participation from Inflection and Tiny.vc. The company uses AI agents alongside established optical-design software to help engineers develop and manufacture complex components faster, and will use the funding to expand its engineering capabilities, improve its AI tools and support more customer projects. - learn more
    • Athlete To Athlete raised an $8M Series A led by Rally Ventures, with participation from Newbound VC, Scrum Ventures and UpHonest Capital. The platform pairs young athletes with college-athlete mentors for virtual one-on-one guidance and will use the funding to expand youth sports partnerships, strengthen participant safeguards and reach more families nationwide. - learn more
    • Kindo raised $30M in a round co-led by Crosspoint Capital and Forgepoint Capital, bringing its total funding to $57.6M. The company provides a centralized platform for enterprises to monitor and control AI agents, including their data access, activity and costs, and will use the capital to expand sales and further develop its AI management and security products. - learn more

    LA Venture Funds
    • Trousdale Ventures made a follow-on investment in Databento’s $100M Series C, which was led by Fifth Down Capital and valued the market-data company at $1.1B. Databento plans to accelerate its global infrastructure expansion and build a larger historical market-data archive as demand grows from financial institutions and AI companies. - learn more
    • Upfront Ventures led General Translation’s seed round, while Andreessen Horowitz led its Series A, bringing the AI localization startup’s combined funding across the two rounds to $27M. The company is building full-stack infrastructure that helps businesses translate and continuously update apps, websites, documents and videos across languages. - learn more
    • Alpha Edison participated in Q-CTRL’s $290M Series C, which was led by Salesforce Ventures. The quantum infrastructure company will use the funding to expand its AI-powered software for improving the performance and reliability of quantum computers and sensors while accelerating commercial adoption. - learn more
    • KittyHawk Frontier participated in Twin1 AI’s $5M seed extension, which was led by Curql and brought the company’s total seed financing to $25M. Twin1 develops privacy-focused AI “digital twins” that preserve professionals’ knowledge and working context, and will use the capital to expand across credit unions, law firms and financial institutions while growing its teams and enterprise governance tools. - learn more
    • Bonfire Ventures co-led Axle’s $9M funding round alongside Eniac, with participation from Teamworthy Ventures. Axle provides investment banks with a unified platform for managing conferences, corporate access, roadshows and expert engagements, and will use the capital to expand its AI capabilities and bring the product to more financial institutions. - learn more
    • TenOneTen Ventures participated in Tristar AI’s $12.4M Series A, which was led by Isogon Ventures. The Cambridge-based company uses AI-powered visual inspection to identify manufacturing defects in real time and will use the funding to improve its vision and edge-computing platform, enter additional industries and support larger deployments across customer facilities. - learn more
    • Clearlake Capital Group co-led Mirendil’s $1B Series A alongside Kleiner Perkins, with M13 participating among the company’s other new and existing investors. Mirendil is developing AI agents and tools that allow smaller teams to conduct advanced AI research and will use the funding to make frontier-level R&D more accessible to scientists and engineers. - learn more
    • CommonKind VC participated in Akara’s $5.5M funding round, which was led by Locke Health and brought the healthcare technology company’s total funding to $12.3M. Akara combines privacy-preserving sensors, AI agents and robotics to give hospitals real-time visibility into clinical operations, and will use the capital to expand its teams, grow adoption across U.S. hospitals and further develop its physical AI platform. - learn more
    • March Capital co-led Rox’s $100M Series B alongside General Catalyst, valuing the AI sales startup at $1.3B. Rox helps large enterprises automate pipeline generation, deal execution and upselling, and will use the funding to advance its AI models and expand across industries including healthcare, energy, financial services and manufacturing. - learn more
    • Clocktower Technology Ventures participated in Palomma’s $10M Series A, which was led by Cometa and brought the Colombian fintech’s total funding to $14M. Palomma combines AI leasing software, rent payments and financial products for landlords and tenants, and will use the capital to expand in Colombia, develop additional services and prepare for entry into new markets. - learn more
    • Alpha Edison led Agent F’s $4M pre-seed round, with participation from United Founders, Tiny Supercomputer Investment Company and several technology executives and founders. The Berlin startup is building AI-powered enterprise software that automates accounting, financial planning and compliance tasks for fast-growing companies while keeping finance professionals responsible for final approval. - learn more
    • Bail Capital participated in Delix Therapeutics’ oversubscribed $100M Series C, which was co-led by Johnson & Johnson Innovation and SV Health Investors’ Dementia Discovery Fund. The neuroscience company will use the funding to advance its non-hallucinogenic depression treatment Zalsupindole into Phase II development and expand its broader pipeline of therapies for psychiatric and neurodegenerative conditions. - learn more
    • M13 participated in Nominal’s $240M Series C, which was led by Lightspeed Venture Partners and co-led by Insight Partners at a $3B valuation. The hardware intelligence company will use the funding to expand its AI-powered engineering platform, develop new tools across the hardware lifecycle and enter additional industries and markets. - learn more
    • MANTIS Venture Capital participated in Project Omega’s $80M Series A, which was led by B Capital. The nuclear technology company will use the funding to begin building a domestic fuel-recycling facility and advance long-duration power systems that transform materials recovered from used nuclear fuel into energy, reactor feedstock and strategic isotopes. - learn more
    • Critical Frontier participated in Mavria’s latest funding round, which was led by Paradigm and valued the infrastructure startup at $1B. Mavria has raised $130M across its pre-seed and seed rounds to scale manufacturing, secure supply chains and build factory-produced data centers designed to bring AI computing capacity online faster and at lower cost. - learn more

      Download the dot.LA App

      Northwood’s Nine-Month Rise to $2B
      Northwood

      🔦 Spotlight

      Happy Friday, Los Angeles.

      Nine months ago, Northwood Space was operating from a 35,000-square-foot facility in Torrance. Today, it occupies a factory more than five times the size, has deployed six ground sites across two continents and is reportedly worth $2B.

      Aerospace companies are not generally known for moving this quickly.

      When dot.LA last covered Northwood, the company had just raised a $100M Series B and secured a nearly $50M contract with the U.S. Space Force. The deal established Northwood as one of the more closely watched companies working on the essential infrastructure that keeps satellites connected to Earth.

      Less than a year later, Northwood is operating at a considerably different scale.

      The company announced this week that it raised a $375M Series C co-led by Andreessen Horowitz and DFJ Growth, with additional investment from Washington Harbour Partners, Alpine Space Ventures, StepStone, In-Q-Tel and others. The round values Northwood at a reported $2B. A separate credit facility from HSBC Innovation Banking will provide additional support for working capital and network expansion.

      The financing is notable. What Northwood accomplished between rounds is the more interesting part.

      Since January, the company has deployed six ground sites across two continents, demonstrated communication with a government satellite in geosynchronous orbit and introduced a high-throughput antenna system for moving larger volumes of data. It also opened a 185,000-square-foot headquarters and factory in Torrance, expanding its manufacturing footprint more than fivefold.

      Northwood now employs more than 140 people and plans to add 400 jobs across Torrance and Washington, D.C., over the next three years.

      The company builds the infrastructure that allows satellites to exchange commands and data with operators on Earth. Rather than requiring every satellite company to develop its own ground stations, Northwood is creating a shared network that commercial operators and government agencies can access as needed.

      Think cloud infrastructure, except the servers are antennas and adding capacity requires considerably more than clicking a button.

      That distinction matters. Software companies can often scale by purchasing additional computing power. Northwood must manufacture physical systems, establish sites around the world and reliably serve customers operating across multiple orbits.

      Its new Torrance factory is central to that plan. The facility is designed to produce hundreds of antennas each year, giving Northwood the manufacturing capacity to expand its network faster than traditional ground infrastructure can typically be built.

      Demand is moving just as quickly. The number of active satellites worldwide grew from roughly 3,000 in 2020 to more than 14,000 by the end of 2025. Every one of them eventually needs to send information somewhere, and existing ground networks were not designed for the volume of missions now entering orbit.

      Northwood’s previous funding helped prove it could build the technology and win serious customers. This round is about turning that early progress into global infrastructure.

      The question is no longer whether Northwood can build a modern ground network. It is whether the company can make Torrance-built hardware the default connection layer for a rapidly expanding space economy.

      With another $375M behind it, that test begins now.

      More from this week’s LA startup and venture scene below.

      🤝 Venture Deals

        LA Companies

        • Guava, a Los Angeles-based developer platform for building AI voice agents, raised a $12.5M seed round led by Acrew Capital, with participation from Flourish Ventures, WillowTree Ventures, Clocktower Ventures and existing investor Commerce Ventures. The company will use the funding to further develop its voice AI models and products while building a go-to-market team focused on enterprises and business process outsourcing providers. - learn more

        LA Venture Funds
        • Blue Bear Capital participated in Ocient’s $100M Series C alongside Greycroft, In-Q-Tel, Buoyant Ventures and other existing investors, while BOKA Capital and OCA Ventures co-led the round. The data analytics and AI infrastructure company will use the funding to expand OcientAIQ, its platform for delivering fast, reliable answers from petabyte-scale datasets, and bring its technology to more customers globally. - learn more
        • Mystic Ventures participated in Siggy’s $6M pre-seed round, which was led by Village Global and also included PsyMed Ventures, Coalition Operators and several angel investors. Founded by veterans of Nurx and Journey Clinical, Siggy combines AI, wearable data and licensed clinicians to monitor patients between mental health appointments, with the funding supporting product development, regulatory work and hiring across its clinical and engineering teams. - learn more
        • Grid Capital and Thin Line Capital participated in Strive Robotics’ more than $3M pre-seed round alongside Tenon Ventures, with Hi Ventures leading the financing. The Cambridge-based startup develops adaptable robots that can learn complete manufacturing workflows and operate existing factory equipment, with the funding supporting product development, hiring and early customer deployments. - learn more
        • Sum Ventures participated in Circularity Fuels’ $7M seed round alongside Automotive Ventures, with DCVC and Trucks Venture Capital co-leading the financing. The company converts dairy biogas into sustainable aviation fuel and will use the capital to build a demonstration plant, design its first commercial facility and begin licensing its reactor technology to outside partners. - learn more
        • Griffin Gaming Partners participated in EloElo Group’s $80M Series C alongside MIT Investment Co., Play Ventures, Kalaari Capital and WaterBridge Ventures, while Hornbill Capital and NBCUniversal co-led the round. The Bengaluru-based entertainment company will use the funding to produce more original microdramas across multiple languages, expand its Story TV platform internationally and continue developing Dolphin AI, its AI-powered creative suite. - learn more
        • Mucker Capital participated in Lazarus AI’s $43M funding round alongside QBE, State Farm Ventures, Wave Function Ventures, Techstars and several other investors. The Boston-based company develops AI systems for enterprises and government agencies that retain control over their data, models and deployment, with the new capital supporting research and development, strategic partnerships and new product launches. - learn more
        • Alexandria Venture Investments continued its support of Thryv Therapeutics by participating in the company’s $30M Series B, which was led by InClin and included several other existing investors. The clinical-stage biotech will use the funding to launch a Phase 2a study of THRV-1268 in patients with heart failure and evaluate the drug’s safety and potential effects on cardiac function and arrhythmia risk. - learn more
        • Supply Change Capital led Kodiact’s $2.5M pre-seed round, with participation from Green Circle Foodtech Ventures and Velocity Catalyst. Kodiact helps manufacturers anticipate raw-material price swings and simulate sourcing decisions, and will use the funding to expand its market data and AI capabilities, grow enterprise deployments and enter additional industries including cosmetics, packaging and chemicals. - learn more

          Download the dot.LA App

          Anduril Built Fighter Jets. Now It’s Making a Laptop.
          Anduril

          🔦 Spotlight

          Happy Friday, Los Angeles.

          Anduril has built autonomous drones, underwater vehicles and fighter aircraft. Its newest product is considerably more familiar.

          A laptop.

          The Costa Mesa-based defense technology company announced this week that it is partnering with San Diego-based Qualcomm Technologies to launch BlueChip, a new line of computers designed in California and manufactured in the United States.

          The first product will be a rugged laptop powered by Qualcomm’s Snapdragon X Series platform and built for customers in government, defense, public safety and other critical industries. Anduril has already produced working prototypes and plans to begin accepting orders in 2027.

          At first glance, a laptop may seem like a modest addition to a company known for developing autonomous military systems. But BlueChip is less about entering the crowded consumer-electronics market and more about rebuilding the industrial foundation behind the machines Americans use every day.

          The United States remains a leader in designing advanced technology, but much of the physical production required to turn those designs into finished computers has moved overseas. That includes not only semiconductor manufacturing, but also circuit boards, displays, batteries, enclosures and the network of specialized suppliers that connects them.

          For most consumers, that dependency is largely invisible. For the government and military, it represents a potential vulnerability.

          BlueChip is Anduril’s attempt to close that gap.

          Components sourced from the United States and allied countries already account for more than 90% of the prototype laptop’s procurement cost. Circuit-board assembly is planned for Anduril’s Arsenal-1 facility in Ohio, while the company develops domestic production capabilities for enclosures, batteries and other hardware.

          The goal is to gradually replace remaining foreign dependencies and create an end-to-end American computer supply chain that can support additional products beyond the first laptop.

          That process requires more than moving an existing design into an American factory. Anduril is redesigning the computer around what domestic manufacturers can realistically produce at scale. The work includes selecting machinable American metals, adapting power systems to available battery technology and developing a bonding process for domestically made display glass.

          In other words, Anduril is not simply assembling a laptop in America. It is working backward through the supply chain to make American assembly possible.

          Qualcomm will supply the computing foundation. Its Snapdragon X platform will handle processing, graphics and on-device artificial intelligence, giving BlueChip users the ability to run certain AI models locally rather than sending sensitive information to the cloud.

          That is particularly valuable for government and defense customers operating in secure environments, but it also reflects a broader shift in computing. As AI becomes embedded in everyday workflows, the location where information is processed may become nearly as important as the model doing the processing.

          The partnership also reinforces Southern California’s growing role in the effort to rebuild American advanced manufacturing.

          Anduril remains headquartered in Orange County, but its regional footprint is expanding. The company is investing $1B in a new campus spanning Long Beach and Lakewood that is expected to support approximately 5,500 jobs and include engineering, laboratory and prototype-manufacturing space.

          Qualcomm, meanwhile, has spent decades building San Diego into a center for wireless technology and semiconductor design.

          BlueChip brings those two Southern California strengths together: Anduril’s ability to move quickly from engineering concept to physical product and Qualcomm’s expertise in efficient, high-performance computing.

          The first BlueChip laptop is not intended to compete for space in every backpack or coffee shop. Its early customers will likely be institutions that care deeply about security, reliability and control over their technology supply chains.

          But the larger ambition reaches far beyond a single device.

          If BlueChip succeeds, Anduril and Qualcomm will have created more than an American-made computer. They will have helped restore the suppliers, production knowledge and technical workforce required to build the next one.

          For a company accustomed to tackling difficult national-security problems, the laptop may be one of Anduril’s most practical ideas yet.

          Sometimes rebuilding an industry begins with reopening the machine.

          More from this week’s LA startup and venture scene below.

          🤝 Venture Deals

            LA Companies

            • StimCardio raised an oversubscribed $30M Series A led by Metis MedTech, with participation from Catalyst Health Ventures and other investors. The Los Angeles medical device company will use the funding to advance a pivotal study of Rhyvive, its investigational wrist-worn therapy designed to reduce recurring atrial fibrillation after catheter ablation, and prepare for an FDA submission. - learn more
            • Gardena-based Neuron Industries raised an oversubscribed $10M seed round co-led by FCVC and Obvious Ventures, with participation from Y Combinator, Thin Line Capital, Zee Prime Capital and Founder Factor. The company will use the funding to develop and launch its AI-powered industrial control platform, expand its product line and establish domestic production as it works to help engineers automate new factories and machinery more quickly. - learn more
            • Offe Market raised a $3M seed round led by Slauson & Co., bringing the off-price retail marketplace’s total funding to $4.3M. The company will use the capital to expand its commerce platform with AI-powered pricing and inventory tools, personalized recommendations and live shopping features designed to help brands sell excess merchandise without sacrificing control over presentation or pricing. - learn more
            • Loamy raised a $6M seed round led by Zeal Capital Partners, with participation from LA investors Slauson & Co., Supply Change Capital and Amplify.LA, bringing its total funding to $10M. The company will use the capital to expand its engineering and sales teams, advance its AI platform and enter additional food categories as it helps growers, packers and distributors reduce waste and prevent rejected shipments. - learn more

            LA Venture Funds
            • MaC Venture Capital co-led Rendezvous Robotics’ oversubscribed $20M seed round alongside Toyota Ventures, marking the space startup’s first priced financing. The company will use the funding to develop its next-generation modular spacecraft, expand its team and prepare for flight demonstrations of technology that allows spacecraft components to assemble and reconfigure autonomously in orbit. - learn more
            • BOLD Capital Partners participated in General Compute’s $100M Series A, which was co-led by Blackbird and Abstract. The company will use the funding to scale its AI inference cloud, which deploys specialized chips from companies including Cerebras, SambaNova and Positron AI to help customers run AI workloads faster without managing the underlying infrastructure. - learn more
            • Mantis Venture Capital participated in Vera Health’s $28.5M Series A, which was led by Threshold Ventures and brought the clinical AI company’s total funding to $32M. Vera will use the capital to strengthen its medical-evidence infrastructure, enter new healthcare markets and expand partnerships with medical societies, publishers and health systems. - learn more

            LA Exits

            • Breastfeeding platform Swehl was acquired by Willow Innovations alongside infant-feeding technology company Momtech, with financial terms undisclosed. Swehl’s educational resources and community programs will anchor Willow World, a new platform designed to expand Willow’s business beyond wearable breast pumps and support mothers across more of the postpartum journey. - learn more
            • SmartLess Mobile was acquired by Noble Mobile and will transition to the Noble brand as the companies combine their efforts to offer simpler, more affordable wireless service. Existing customers will retain their plans, prices, phone numbers and T-Mobile 5G coverage, while gaining the ability to use their data in Mexico and Canada at no additional cost; financial terms were not disclosed. - learn more

              Download the dot.LA App

              RELATEDEDITOR'S PICKS
              Trending