Demand ramp
Aerospace, space, eVTOL, EV, hydrogen and wind are driving explosive demand for flight-critical carbon-fiber parts.
The work itself moves to AI
Curelum is a Physical AI company building original software that runs the composites factory — not a dashboard around it.
Thesis
From assisting work to performing it
The largest, most defensible AI-native businesses will be the ones that move from assisting work to performing it inside real-world, rules-bound industries. Curelum targets exactly such a wedge — a high-ROI, safety- and airworthiness-critical workflow — lands on it, and expands into the system of action for the entire function.
Long-term vision
Become the autonomous operations layer for the world’s advanced-composite producers — every flight-critical part placed, cured and certified on Curelum.
$0B
TAM
$0M
3-yr obtainable
0
Founded
NVIDIA
Inception
aligned stack
Why now
Urgent — and finally feasible
Cost pressure
Carbon fiber and autoclave energy are enormously expensive — every scrapped part and over-conservative cycle burns money.
Craft shortage
The technicians and stress engineers whose craft governs layup and cure are scarce, retiring and cleared.
Tech inflection
In-process inspection, profilometry, rugged edge AI and NDT make composites autonomy feasible now.
Principles
How we build
Trust before autonomy
Grounding, audit, human-in-the-loop and graduated control come first.
Compounding data moat
Every supervised correction trains the system and widens the moat.
Land narrow, expand relentlessly
Win one high-ROI workflow, then become the system of action.
Vertical depth
Built for composites specifically — never a generic factory dashboard.
The wedge
A focused, agent-native architecture
Incumbents sell an AFP machine, or an inspection add-on, or an autoclave, or an NDT system, or a composites MES. None unify autonomous layup / AFP control, porosity / wrinkle / FOD sensing, cure control, ultrasonic / thermographic NDT, robotic trimming / assembly and a strength-and-yield-predicting twin into one factory-edge platform that acts and compounds data. Curelum does.
Milestones
The path we’re on
0–6 mo
Design partners
Onboard 3–5 partners on the wedge; ship the MVP, agent loop and assurance audit log.
6–12 mo
Paid & autonomous
Convert to paid; graduated autonomy on low-risk cells; SOC 2 Type II; first enterprise logos.
1–3 yr
Full loop
Own layup → inspect → cure → NDT → assemble end-to-end; multi-site; channel scale to $38M–$85M ARR.
3–10 yr
System of action
The autonomous operations layer for the world’s advanced-composite producers.
Market
A large, urgent, defensible wedge
Advanced composites is a $22B+ automation-and-software opportunity growing double digits, pulled by aerospace, space, eVTOL, hydrogen, wind and EV. The wedge — autonomous layup, cure and NDT for one cell — is high-ROI and safety-critical, exactly the kind of rules-bound work where an agent that performs (not just assists) wins and compounds.
- $22B+ TAM, double-digit growth
- Safety- and airworthiness-critical wedge
- Compounding, ITAR-preserving data moat
- Expansion into the system of action
Team
Builders across AI, robotics and composites
Physical AI & perception
We’re hiring across this discipline.
Composites & stress engineering
We’re hiring across this discipline.
Robotics & controls
We’re hiring across this discipline.
Simulation & digital twin
We’re hiring across this discipline.
Platform & edge
We’re hiring across this discipline.
Security & assurance
We’re hiring across this discipline.
Join us
Build the workforce for composites
We’re assembling a team that pairs frontier AI with real composites craft. If you want to put autonomy on real, flight-critical lines, we should talk.
Partner with Curelum
Whether you make parts, build robots, or invest in Physical AI — let’s talk.