​Rerun: Building the Data Infrastructure for Physical AI

Company & Team Introduction

Founded in 2022, Rerun Technologies AB is a Stockholm-based startup committed to building the multimodal data stack for Physical AI. The founding team comprises:​

• Nikolaus West (Co-Founder & CEO): A second-time founder and software engineer with a computer vision background from Stanford, passionate about bringing computer vision and robotics products to the physical world. ​

• Emil Ernerfeldt (Co-Founder & CTO): An experienced developer and creator of 'egui,' an easy-to-use, immediate-mode GUI in Rust that is utilized in building Rerun's platform. ​

• Moritz Schiebold (Co-Founder & COO): An entrepreneur with a passion for building customer relationships, previously led 3D scanning company Volumental as CEO from pre-product to global market leader.

The leadership team is complemented by Chief Architect Jeremy Leibs, who has extensive experience at the intersection of developer productivity and computer vision, including work on the core ROS team at Willow Garage.

Product Overview

Rerun offers an open-source platform designed to address the challenges of visualizing and managing complex, multimodal data in Physical AI applications:​

• Open-Source Visualization and Log Handling: Combines simple and flexible log handling with a fast, embeddable visualizer, facilitating real-time data exploration and debugging. ​

• Time-Aware Entity Component System (ECS): A data model tailored for domains like robotics and XR, enabling efficient organization and querying of temporal data. ​
  

• Custom Database and Rendering Engine: Built around the ECS model, these components support high-performance data storage, retrieval, and visualization. ​

Rerun's platform is particularly beneficial for developers working with robotics, autonomous systems, and sensor hardware, offering tools to log and visually explore data over time, thereby enhancing debugging and system understanding. ​

Market Opportunity

The market opportunity for Rerun is substantial, driven by rapid advancements and growing investments in Physical AI sectors such as robotics, autonomous vehicles, drones, and spatial computing. As these technologies integrate across industries, demand is rising for advanced data management and visualization solutions.

Growth in Physical AI Applications

AI-driven physical systems are reshaping industries through automation and efficiency. The global AI in robotics market, valued at $12.77 billion in 2023, is projected to grow at a 38.5% CAGR through 2030. Likewise, the AI data center market is expected to grow from $15.13 billion in 2024 to $94.03 billion by 2032. These trends highlight the increasing need for infrastructure that can handle the complex, multimodal data powering Physical AI.

Demand for Specialized Data Infrastructure

Legacy data systems often fail to meet the demands of Physical AI, which involves video, 3D, and sensor data. Rerun’s platform is purpose-built for this challenge, offering developers efficient tools for ingestion, storage, analysis, and real-time visualization—accelerating the development and deployment of intelligent systems.

Business Model & Traction

Rerun operates on an open-core model, offering its core visualization and log-handling tools as free and open-source software, built in Rust and accessible via GitHub. This includes a fast, embeddable visualizer and an intuitive logging API that supports real-time, multi-modal visualizations with minimal setup. These tools have gained traction among engineers working in robotics, computer vision, and spatial computing—use cases that require deep observability of physical-world data.

In parallel, Rerun is developing a commercial data platform designed for production-scale AI systems. Currently in private beta with select design partners, this cloud-native platform offers end-to-end infrastructure for ingesting, storing, indexing, analyzing, and streaming high-volume robotics-style data. It is purpose-built to handle temporal and spatial complexity across formats like video, 3D scenes, tensors, and structured sensor data—tasks where traditional data warehouses or analytics stacks fall short.

Rerun’s monetization strategy will include usage-based pricing for data platform services, enterprise support plans for the open-source stack, and hosted solutions for teams scaling AI-powered physical systems in production. The company’s emphasis on developer experience and real-time interactivity positions it as both a productivity tool and a foundational layer for teams building complex AI applications.

Competitors

In the realm of data visualization and management for Physical AI, Rerun faces competition from various entities:

• Open-Source Visualization Tools: Tools like RViz and Foxglove offer visualization capabilities for robotics data. Rerun differentiates itself with a focus on multimodal data and a time-aware ECS model, enhancing flexibility and performance.​

• Commercial Data Platforms: Companies providing data infrastructure solutions for AI applications may offer overlapping functionalities. Rerun's integration of open-source visualization with a specialized database tailored for Physical AI sets it apart in addressing the unique challenges of this domain.

Funding

As of March 2025, Rerun has raised a total of $20.2 million in funding:​

• Seed Round (March 2025): Secured $17 million led by Point Nine, with participation from Sunflower Capital, Costanoa Ventures, Seedcamp, and notable angel investors including Guillermo Rauch (CEO of Vercel), Oliver Cameron (CEO of Odyssey), Wes McKinney (creator of pandas and Apache Arrow), Eric Jang (VP of AI at 1X), and Nicolas Dessaigne (General Partner at Y Combinator). ​

• Pre-Seed Round (June 2022): Raised €3.2 million led by Costanoa Ventures.