HappyRobot raises $44M Series B to automate supply chain phone calls and freight operations with AI

Our next guest is already in the reream waiting room. We got Pablo from Happy Robot. And I think we got some more news. Let me put my pack in here so I can get ready. Let's bring in Pablo. Pablo, how you doing? Welcome to the show. How are things? Can you hear us? Are the robots happy? Are they sad?

Are they going to turn into Terminators? What's the plan? Can you hear us? Can you hear us? Sorry, guys. No worries. Probably watching uh the live TV here. We're gonna work on this. Send it back to you. Uh but thanks so much for hopping on. Give us the update. Give us the news. What's the latest?

We just raised our Sears V 44 mil. Uh yes, go 44. Great number. Great number. Take us through the story of the company, what unlocked this fundraising round, uh what are the biggest drivers of growth for the business? Yeah.

To set the scene a little bit for the for the audience, we're building uh the AI workforce for an entire industry for supply chain. Okay, there's a lot of work that is very repetitive and manual in that industry.

Uh kudos and and take my my hat off to all of those folks that are running uh those operations every day so that you guys can have that very cool uh RAM TVPN hat on your uh doorstep every time you order an Amazon or any other platform. Right? So we are powering those operations so that we take away the work out of work.

We're trying to uh lift off the the the mundane and repetitive tasks from those folks running operations in supply chain and logistics so that they can focus on the more strategic and higher value uh tasks.

We started over a year and a half ago raised our series A last summer uh on announced December last year raised 15 mil from from Anderson Haritch uh now we announced our our B with uh ben uh and follow on from other folks like YC and existency. Very excited to be here. Is it fair to characterize this as like AI ERP?

Like uh like how much of this is like uh like you know some sort of like point solution within the supply chain and operations stack versus like system of record. We're really building that system of record that layer of interaction we call it.

So we define it as a layer of interaction, layer of um of connectivity if you will that sits on top of the actual data that already exists today. You can have a a transportation management system, a a warehouse management system, an ERP.

If you're talking about the shippers and distributors, today we serve multiple verticals within supply chain. Uh shippers is one, freight brokers is another one. Ocean carriers is another one, right? But but right on, right? Like this is exactly what we're doing.

We're building that layer of interaction so that users don't have to go and look for that little detail on the TMS. Where the [ __ ] where the hell is my load, right? Where's my truck today? Oh, let me just look it up on this messy UI from the 90 from the 80s, you know what I mean?

Uh, instead they just go and chat with their data. And not only that, an AI also is exposed to the customers, to the vendors that are calling in every day. We're automating a over million phone calls every week with our customers.

We serve eight of the top 10 million phone calls, a lot of lot of uh a lot of emails as well. Uh ultimately, our customers come to us. customers like DHL or uh Uber Freight come to us to uh automate what their team doesn't want to do. Yeah. What's the story? Yeah. So, so how Yeah.

Have have you guys had had a more enter, you know, working with Uber, Freight, DHL? Are you taking more enterprise focus because I know there's a long tale of players in in logistics and and and supply chain broadly. Uh but but are are you focusing there or going up market? Fully focused on on enterprise.

Uh we're very lucky to have been able to to cater to these enterprises from very early on. Um I think AI has unlocked that capability in startups. Maybe 10 years ago it was harder to tap into the enterprises. Today they just understand that they don't have the AI capabilities themselves.

So they're just looking at it at whoever is tempted or or willing to go into that space. We were early on in the space of supply chain and logistics and we've kind of defined that category for AI agents in this space. So they they really don't have anyone else to go to.

They just come to to us as a trusted partner and that's really what our customers are looking for. They're looking for a for a for an AI partner really. Uh you're based in San Francisco. Yeah. Fantastic.

because there's this big German company that's been in this space forever and I can't wait to just like fully put them out of business and just make America dominant in enterprise resource planning. Let's make it happen. Jordy, anything else? No. What were you doing before this out of curiosity?

I was doing my PhD in actually Germany. I was in for all three founders are one of my co-founders is my brother whom they've known for a while and the other one is my best buddy from college from from Spain. We studied in Madrid but yeah know the the company's is based out of SF.

We have offices in Madrid as well opening up in in Chicago and office now because of all the freight and logistics that happen. Maybe you got to take the fight to Germany. You got to you got to invade Germany. The big boys the big boys. I love it.

couple couple brothers armed with with $44 million ready to do some international business. Love it. Fantastic. Um, thank you so much for joining. Congrats on uh on on all the progress. Congratulations. I'm sure you'll be back on soon given the past couple raises. I'm I'm sure you you'll you'll be I'm excited.

Let's do that. Let's bomb for that. Appreciate the We will talk to you soon. Have a good one. Great chatting. Our next guest is in the reream waiting