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01 — Pitch
Pre-seed · 2026

Substrate

AI agents for the physical world.

Yassin Al-Yassin · Hardware-AI bilingual founder

02 — The problem
The problem
Every great AI company is built for software developers.

The engineers who design the physical world — chips, circuits, embedded systems, hardware — still work in tools from the 1990s. The AI revolution skipped them entirely.

03 — Why now
Why now
Three things are true at once.
01

Models can see

Frontier multimodal models can finally read schematics end to end.

02

Budgets are urgent

Defence reshoring and supply-chain mandates created real modernisation budgets.

03

Engineers are ready

They want a tool that works alongside them — not a black box.

04 — The solution
The wedge
Tracer — a verifiable copilot for legacy circuits.

It helps engineers modernise legacy electronic circuits step by step, with the engineer checking every output. Ships inside the EDA tools they already use — Altium, KiCad, Cadence.

05 — How it works
How it works
01

Read the circuit

Infers what each component is, what the sub-circuits do, and what the whole design is for. The hard part — and the primitive we built at the AMD contest.

02

Propose, step by step

A modernisation one verifiable step at a time — never an autonomous black box.

03

Engineer verifies

Every output inspectable and reversible. Trust compounds with each confirmed step.

06 — The path
From wedge to platform
Win the wedge. Inherit the platform.
Now

Tracer

Verifiable modernisation copilot inside existing EDA tools.

Next

Modernisation EDA

A purpose-built platform — the foundation other agents build on.

Then

Substrate agents

Schematic, Embedded & beyond — for everyone designing the physical world.

07 — The moat
The compounding moat
Every engagement makes the next one harder to beat.

Each modernisation adds proprietary design data and engineer trust the next layer inherits. Data the market can't get; trust a black box can't earn.

08 — Proof
Proof & traction
Already on the board.
2ndof 100+ teams at the AMD Pervasive AI Contest — led the core circuit-reasoning primitive
1stat BAE Systems Hack the Future — full system shipped in 24 hours
150users on Argus, built solo — £3K enterprise prize, pitched at Future Worlds
Problem validated through interviews across modernisation, defence & biomedical
09 — Founder
Why me
One of the few founders fluent in both worlds.

Second-year Electronic Engineering at Southampton, two years building and shipping AI products. Building AI for hardware needs someone who understands electronics and modern ML. Those populations barely overlap — that's the whole thesis.

10 — The ask
The bet
What Cursor is to software, Substrate is for the physical world.

Pre-seed, building the Tracer MVP, available for founder conversations.