Capitalizing on the AI-Optics Convergence
Market White Space
Traditional imaging hits fundamental limits:
- LiDAR: Active, expensive, no material sensing
- Light Field: Resolution vs depth tradeoffs
- Monocular AI: Guesswork from 2D data
BlurLens occupies the only position delivering passive, high-res 3D with material insights - enabled by patented defocus analysis.
IP Leadership
- • Multiple patents filed in multi-sensor defocus encoding
- • Exclusive rights to conical array calibration methods
- • Proprietary pbrt simulation framework
- • Trade secrets in AI-optics co-design
Near-Term Traction
12-18 mo
Industrial metrology pilots
Dramatically faster than laser scanners
24 mo
Smartphone OEM partnerships
Post-capture refocus capability
36+ mo
Automotive LiDAR alternative
Cost-effective solution that works in fog
Investment Thesis
- Defensible MoAT: Significant information capacity advantage with proprietary pbrt simulation framework and trade secrets
- Hybrid Revenue Model: Licensing core IP while controlling premium hardware designs
- Platform Potential: Same core technology scales from sub-millimeter medical precision to 180m automotive range
Why Now?
Compute Revolution: Modern NPUs handle our real-time processing requirements—impossible just 3 years ago
Sensor Economics: High-quality sensors now cost $15, enabling affordable multi-sensor arrays at scale
Market Pull: Autonomous vehicles, AR/VR, and industrial automation demand passive 3D sensing—a $47B market by 2030
Strategic Investment Opportunities
Request Technical BriefingIncludes: Cap table overview, 36-mo roadmap, competitive landscape analysis