Sift reported a busy week marked by leadership changes, geographic expansion, and new customer wins in high-stakes engineering markets. The physical AI data infrastructure company named co-founder Austin Spiegel as CEO, while fellow co-founder Karthik Gollapudi will focus on long-term product vision and industry outreach.
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Sift is opening a second office in downtown San Francisco to complement its Marina del Rey base, creating a dual-hub model that separates hardware-centric work in Los Angeles from software, distributed systems, and AI talent in the Bay Area. The company has grown to about 80 employees and is actively hiring across engineering, product, design, and go-to-market roles in both locations.
To support its scaling phase, Sift added senior leaders from Meta, Riot Games, Anduril, Applied Intuition, SpaceX, Grafana, and other major tech and defense firms. These hires include a new VP of Engineering, VP of Product, head of sales, head of design, and director of product marketing, signaling a buildout of institutional processes and go-to-market capabilities.
On the product side, Sift emphasized its platform’s ability to ingest up to 20 million data points per second at nanosecond precision across millions of sensors. The company is positioning its tools as a way to capture and operationalize engineers’ tacit test and telemetry knowledge, turning annotations into reusable rules that accelerate test cycles and reduce knowledge loss.
Sift highlighted adoption by hypersonic launch startup Longshot Space Technologies, which is developing a ground-based kinetic launch system targeting the U.S. hypersonic testing gap and future orbital launch. The company also pointed to existing deployments with customers such as Impulse, K2 Space, and Parallel Systems in mission-critical aerospace and defense programs.
The firm underscored its role in supporting frontier hardware builders through participation in the Black Flag 100, a network of teams in defense, aerospace, robotics, and energy. Management said Sift aims to be the data backbone for physical AI applications, where rockets, satellites, autonomous vehicles, and rail systems must operate reliably with no “rollback” options.
Since 2022, Sift has reportedly tripled revenue year over year and raised $67 million to scale its platform across aerospace, defense, autonomy, rail, and advanced manufacturing. Taken together, the week’s announcements suggest the company is consolidating its position as core infrastructure for data-intensive, safety-critical hardware programs, with a growing footprint in U.S. frontier technology ecosystems.