Tractian (YC W21) is building physical AI for asset-heavy industries, helping factories and industrial operators monitor critical equipment, predict failures, and prevent costly downtime. Their platform combines proprietary sensors, software, and AI to monitor hundreds of thousands of assets in real time. They’ve now crossed $100 million in ARR, growing 90% year over year, and recently raised a $130M Series D at a $1.4B valuation. In this Founder Fireside, co-founder and CEO Igor Marinelli joins YC’s Harj Taggar to share how Tractian grew from a problem he first saw through his father’s work as a plant manager into a platform used by some of the world’s largest industrial companies. They dig into how Tractian won its first enterprise customers, why AI is changing the economics of industrial maintenance, and how the company is moving from monitoring machines toward a future where factories can increasingly operate themselves. https://tractian.com Chapters: Apply to Y Combinator: https://www.ycombinator.com/apply Work at a startup: https://www.ycombinator.com/jobs