Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ-listed cloud storage with Backblaze B2 at $6/TB/month; $127.6M FY2024 revenue with 40x AI data storage growth competing with AWS S3 on price for object storage.
Backblaze is a cloud storage and backup company providing two primary services: Backblaze Computer Backup (unlimited personal computer backup for $99/year) and B2 Cloud Storage (S3-compatible object storage at $6/TB/month, significantly cheaper than AWS S3). Listed on NASDAQ (NASDAQ: BLZE) and headquartered in San Mateo, California, Backblaze generated $127.6 million in revenue in FY2024 (up 25% year-over-year) with B2 Cloud Storage contributing $63.3 million (up 36%) as the faster-growing segment driving the business.\n\nBackblaze B2 Cloud Storage is an S3-compatible API object storage service priced significantly below AWS S3, Google Cloud Storage, and Azure Blob Storage — making it the cost-preferred option for AI/ML data storage, media storage, and backup repositories where storage costs are significant. The AI tailwind has accelerated B2 growth: AI customers grew 70% year-over-year and AI data stored on B2 grew 40x year-over-year through 2025, as AI training datasets and model artifacts require large-scale, affordable object storage. The Computer Backup product serves 417,000+ consumers and small businesses backing up files.\n\nIn 2025, Backblaze's B2 ARR reached $81.8 million (up 26% YoY) with total ARR at $147.2 million, and the company targeted Q4 2025 free cash flow positivity as the business scales toward sustainable profitability. B2 Cloud Storage competes directly with AWS S3 (Backblaze charges no egress fees for data transferred to Cloudflare, a key differentiator), Wasabi, and DigitalOcean Spaces for the price-sensitive object storage market. The 2025-2026 strategy focuses on capturing AI infrastructure storage demand, expanding B2 as the storage backend for content delivery and media workflows, and continuing the transition from a backup-centric to a cloud storage platform company.
Mountain View construction layout robot (FieldPrinter 2) at 10K-15K sq ft/day, 10x manual speed with 1/16" accuracy; $69.5M total printing 100M+ sq ft for DPR/Turner/Skanska competing with Trimble for BIM-to-field layout automation.
Dusty Robotics is a Mountain View, California-based construction robotics company — backed with $69.5 million in total funding from Root Ventures, Scale Venture Partners, Canaan Partners, GRIDS Capital, and Cantos — providing general contractors and construction teams with the FieldPrint Platform: a BIM-to-field robotic layout solution that uses the FieldPrinter robot to print precise floor markings from digital building models, replacing the manual chalk-line and tape-measure layout process that construction crews use to mark where walls, electrical, plumbing, and structural elements will be built. The FieldPrinter 2 (launched January 2024) lays out 10,000-15,000 square feet per day with one operator at 1/16 inch accuracy — approximately 10x faster than manual layout methods — and has printed over 100 million square feet across thousands of projects for customers including DPR, Turner, and Skanska. Named one of Fast Company's Most Innovative Companies of 2024 in the robotics category. Founded in 2018.
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