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Wafer

AI · San Francisco, United States · Founded 2025

Optimizing AI interference MoreLess

Wafer is a startup developing an AI-native operating system by forking Android. The company, led by CEO Sam Hall, aims to create a hardware-agnostic OS that supports various AI agent form factors, positioning apps as data providers or back-ends. This strategy places Wafer at the OS-level of AI assistant development, a layer being explored by other major AI companies, to gain deeper access to user data across different applications.

The company's approach is to weigh the trade-offs between the distribution challenges of building lower in the tech stack against the significant advantages of data access. By focusing on an OS-level integration, Wafer is targeting the opportunity within Android's open ecosystem for custom, AI-first computing experiences. This could potentially provide non-Google Android original equipment manufacturers (OEMs) with the technology to build AI-native smartphones. The company is backed by Susa Ventures.

Keywords: AI-native operating system, Android fork, mobile OS, AI agents, OS-level AI, artificial intelligence, operating systems, mobile computing, deep tech, system software, user data integration, AI-first mobile

Company overview

Wafer company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2025
Headquarters
San Francisco, United States
Employees
12
Open positions
None listed
Dealroom signal
55.9
client focusb2btechnologyArtificial Intelligencebusiness modelSaaSsectorCore AIsectorGenerative AIsectorgenAI ApplicationssectorYC S25industryEnterprise Software

Valuation & funding

Wafer funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES AEquity / VC Sep 2026 $40M $200M Y Combinator · Fandango · Guillermo Rauch · Marathon Management Partners
SEEDEquity / VC Apr 2026 $4M $16M Y Combinator · Liquid 2 Ventures · Wojciech Zaremba · Fifty Years
SEEDEquity / VC Jun 2025 $125K $500K Y Combinator
Showing 3 recorded eventsUnlock the complete deal history →

Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

YearEmployees
2026 12
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

Wafer website traffic

Latest recorded traffic for Wafer is 170K monthly website visits, up 639.1% over the last three months.

Latest monthly visits170K 3-month web change+639.1%
Monthly website visits10 observations · Oct 2025–Jul 2026
Hover or focus a point to see its exact monthly valueCompare with peers →

Comparisons

Wafer compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Wafer's talent

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Team profiled 2 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

12 investors on Wafer's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 5 investors entered at this stage
Series A 7 investors entered at this stage
Marathon Management Partners
Chemistry
Fandango
Guillermo Rauch
Wing Venture Capital
AMD Ventures
Konoutse Capital

Global footprint

Where Wafer has talent and traffic

Workforce by country
2 countries with
team presence
🇺🇸 United States88.9%
🇨🇭 Switzerland11.1%
2 countries shown

In the news

Latest news about Wafer

Recent press, funding announcements, and product moves mentioning Wafer — open to read from the original sources.

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Market sentiment

What the market is saying about Wafer

An AI-synthesized read of the highest-engagement posts about Wafer on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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