Metal has beenpoured by feelfor 6,000 years.

Smelteon exists because the craft that decides whether a casting is sound — the melter's, molder's and pourer's judgement — is retiring faster than it is being taught. We are building the system that learns it, holds it, and runs it.

Physical AICategory
FoundryVertical
Pre-revenueStage

Become the autonomousoperations layer formetal casting.

Smelteon is a Physical AI company building factory-edge agents that run melting, molding, coremaking, pouring, solidification, inspection, fettling and casting logistics — sensing porosity, inclusions, cold shuts, misruns and hot tears in real time and closing the loop from perception to action.

  • Own the melt → mold and core → pour and fill → solidify → inspect loop end to end
  • Predict soundness before the pour, not after the X-ray
  • Capture the craft of retiring melters, molders and pourers as models
  • Make every action auditable so autonomy survives a quality review

Four forces metin the same decade.

01The craft is retiring

Melting, molding and pouring are hot, hazardous and craft-bound. The people who hold the judgement are retiring, and the pipeline behind them is thin. Plants are not short of ambition — they are short of pourers.

  • Severe skilled-labour shortage across foundries
  • Craft knowledge is undocumented and personal
  • Hot, hazardous work nobody is queuing to do
  • 01
  • 02
  • 03
  • 04

Four principleswe will not trade.

Trust before autonomy

Grounding, citations, audit, human-in-the-loop and graduated control. An agent earns the right to move a setpoint; it is never granted by a contract.

Compounding data moat

Every supervised correction trains the system. The value of the platform to the tenth customer is built by the first nine — without their recipes ever leaving their boundary.

Land narrow, expand relentlessly

One wedge cell with a measurable number beats a platform pitch. Expansion follows evidence, not enthusiasm.

The engineer stays in charge

The metallurgist authors the window, approves the action and corrects the model. We automate the work, not the accountability.

Not a dashboard.A system of action.

Incumbents sell a furnace, or a molding machine, or a pouring cell, or an X-ray system, or an MES. Each is excellent and each is siloed. None closes the loop from perception to melt, mold and pour action — and none can build the cross-plant casting dataset that predicts soundness before the pour.

  • Scope: full autonomous loop, not a single task or tool
  • Loop: closed perceive–decide–act at the factory edge, not a fixed recipe
  • Integration: deep, bounded write-back into melt, mold and pour
  • Outcome: perform the work and supervise exceptions, not assist a human

Where this goes.

0–6 months

Design partners and MVP

  • Onboard 3–5 design partners on the wedge workflow
  • Ship connectors, agent loop, review console and assurance-grade audit log
  • Prove accuracy and yield, scrap and porosity ROI in shadow then assist mode
  • Establish security and quality baseline; SOC 2 Type I in progress

6–12 months

Paid conversion and graduated autonomy

  • Convert design partners to paid; reach early revenue
  • Graduated autonomy for low-risk melt, pour and inspection cells
  • Casting-twin hit-soundness-before-pour in production use
  • SOC 2 Type II, SSO and RBAC, first enterprise logos

1–3 years

Own the loop, multi-site scale

  • Full melt → mold and core → pour and fill → solidify → inspect loop end to end
  • Single plant → multi-site group → global casting group GTM
  • Foundry-machinery-OEM and MES-vendor channel scale
  • Data-network benchmark products as premium tiers
  • [ASPIRATIONAL] Scale to $40M–$85M ARR

3–10 years

Category leadership

  • The autonomous system of action for foundry manufacturing globally
  • Platform and API ecosystem across adjacent scopes
  • Heat treat, die casting and investment casting scope expansion
  • [ASPIRATIONAL] Every casting melted, molded, poured and graded on Smelteon

$16B

TAM — global foundry autonomy

$4B

SAM — reachable segments

$240M

SOM — 3–5 year target

9

Agents in the loop

[ASPIRATIONAL] Market sizing from Smelteon's market analysis; SOM is a 3–5 year serviceable obtainable target, not a forecast.

Why this compoundsinstead of commoditising.

Data

A cross-plant dataset of porosity, inclusion, cold-shut, misrun and hot-tear outcomes tied to melt chemistry, sand properties, pour behaviour and solidification curves — generalising across alloys, geometries and sites.

Network

Rare defect patterns and new geometries learned at one plant transfer as privacy-preserving priors to every maker running similar castings and alloys.

Distribution

Foundry-machinery OEM, casting-maker and MES-vendor channels — melt, molding, pouring and inspection vendors shipping Smelteon-ready autonomy.

Technical

Factory-edge perception plus autonomous melt, pour and solidification control validated in an Omniverse foundry-line twin that hits soundness before the pour.

Switching cost

Displacement means re-qualifying an alternative through a PPAP and first-article-bound process, and re-hiring scarce pourer talent that the system has already encoded.

The flywheel

More customers → more supervised outcomes → better models → more autonomy → more workflow captured → deeper integration and more proprietary data.

“Simulation told the plant what should happen. Nothing told it what did happen, heat by heat, mold by mold, pour by pour. That gap is the company.”

SmelteonFounding thesis

Common questions.

Pre-revenue, recruiting three to five paid design partners around one measurable wedge workflow: robotic pour and fill control, X-ray and CT porosity detection, or melt-chemistry optimisation. Forward-looking financial and market figures on this site are marked as aspirational.

No. Simulation is one component — the Castwin twin — and it exists to serve the control loop by testing variants before metal is committed. The company is the closed loop: perceive, plan, act, verify, log, retrain.

Because the pain is enormous and measurable, the craft is retiring, the process is physically observable, and nobody owns the closed loop. Casting is one of the last large manufacturing processes still run substantially by feel.

Come and seewhat your lineis actually doing.

The fastest way to understand Smelteon is to walk your worst cell with us and look at the numbers together.