Opt32
New York, US · 4 known investors
Spring Silicon builds full-stack compute infrastructure, spanning compilers to ASICs, purpose-built for physical AI and edge inference to power autonomous machines. It targets industries such as manufacturing, defense, energy, and transportation that rely on robots, drones, and autonomous vehicles.
Also known as Spring Silicon
Founders & leadership
Investors · 4
Company profile
researched Aug 2026Opt32, which presents itself publicly under the name Spring Silicon, is a New York-based company developing compute infrastructure for machine autonomy. The company's stated position is that robots, drones, autonomous vehicles and heavy industry have been left behind by recent AI progress, since sectors such as manufacturing, defense, energy and transportation run on what it characterizes as outdated and inefficient compute systems while large models are deployed to the cloud [0][1].
The product scope described on the company site is a full-stack compute stack spanning compilers through ASICs, designed specifically for physical AI rather than adapted from scaled-down datacenter or consumer hardware. The company states an objective of becoming a vertically integrated compute stack for edge inference used in autonomous machines [0][1]. External descriptions align with this: Vine Ventures categorizes Opt32 under robotics, infrastructure and AI and summarizes it as "modern infrastructure for edge machine learning" [4], while a write-up of the 2026 Thiel Fellowship class describes Opt32 as building compute infrastructure to put AI onboard physical objects including robots, cars and drones, and characterizes its focus as edge AI compilers for inference on physical hardware [5].
Founding story
Opt32 is associated with founder Milan Lustig, who is listed as the company's founder by investor Vine Ventures [4]. Coverage of the 2026 Thiel Fellowship states Lustig is on leave from Harvard, where he studied CS and Philosophy, and describes prior research including ML accelerator architecture work at Stony Brook University's COMPAS Lab, parsing work at the University of Michigan's Future of Programming Lab, and an end-to-end ML compiler he built targeting a hardware-agnostic ISA (MLISA) at Stony Brook [5]. The company site states its founding team comes from Harvard, Yale, Carnegie Mellon, Johns Hopkins and Palantir, with research backgrounds in compilers, chip design, machine learning and robotics [0][1].
Traction
Publicly available signals are limited to investor backing and recognition rather than disclosed commercial metrics. The company lists Vine Ventures, BoxGroup, Soma, SV Angel and Valkyrie as investors [0][1], appears in Vine Ventures' portfolio [4], and its founder was named a 2026 Thiel Fellow, a program awarding $250,000 per fellow over two years [5]. The company is recruiting founding engineers across software and hardware roles [0][1].
Latest developments
An April 2026 profile of the 2026 Thiel Fellowship cohort names Opt32 founder Milan Lustig as a fellow, placing the company in the cohort's physical AI and robotics group [5]. The company website concurrently advertises open founding engineer positions in embedded systems, OS, compilers and kernels, as well as PCB, FPGA and ASIC design [0][1].
▸Full profile — market position, technology, go-to-market, geography, risks & controversies
Market position
Positioned as an early-stage entrant building a vertical compute stack for edge inference in autonomous machines, explicitly differentiated from repurposed datacenter and consumer compute systems [0][1]. Vine Ventures lists Opt32 within its robotics, infrastructure and AI portfolio in the US [4].
The company's stated differentiator is designing the entire stack, compilers through ASICs, from the ground up for physical AI workloads instead of adapting scaled-down datacenter or consumer computing systems, on the premise that hardware and software must be co-designed [0][1].
Technology
The company describes a vertically integrated stack covering both software and hardware layers, from compilers to application-specific integrated circuits, purpose-built for physical AI and edge inference rather than derived from datacenter or consumer parts [0][1]. Its stated engineering scope includes embedded systems, operating systems, compilers and kernels on the software side, and PCB, FPGA and ASIC work on the hardware side [0][1]. The company states a design philosophy that hardware and software must be developed together [0][1]. External descriptions emphasize edge AI compilers for running inference on physical hardware [5].
Go-to-market
The company targets industries that operate physical machines, naming manufacturing, defense, energy and transportation, and applications spanning robots, drones, autonomous vehicles and heavy industry [0][1][5].
Geography
Operations are in New York City, with an office at the Brooklyn Navy Yard where the company states hiring is in-person [0][1]. Vine Ventures lists the company's location as the US [4].
Risks & controversies
No risks or controversies are documented in the available sources. Public information is thin: no revenue, customer, product-shipment, headcount or funding amounts are disclosed, and no product has been publicly announced as available.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Timeline · 1
launches, deals, and filingsMilan Lustig, founder of Opt32, was named among the 12 members of the 2026 Thiel Fellowship cohort, which grants each fellow $250,000 over two years. Opt32 was grouped under the cohort's 'Physical AI & Robotics' theme, described as building edge AI compilers to run inference on physical hardware.
$250K source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 8
primary sources listed
- Opt32opt32.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Opt32 do?
- Opt32, operating as Spring Silicon, builds a full-stack compute platform from compilers to ASICs for edge AI in physical machines.
- Who founded Opt32?
- Opt32 was founded by Ryan Smith, Desmond Mehta.
- Who are Opt32's investors?
- Opt32's investors include BoxGroup, SV Angel, Valkyrie, Vine Ventures.
- Where is Opt32 headquartered?
- Opt32 is headquartered in New York, US.
