In manufacturing, the difference between a smooth shift and a disaster can be one missing piece of knowledge. For decades, that knowledge lived in the heads of seasoned operators, until they retired, and the new hires had to figure it out the hard way. Devin Bhushan saw that gap firsthand while leading AR engineering at Splunk. He watched companies try to hack AR tools into workflows they were never built for. That itch turned into Squint, a manufacturing intelligence platform built to make every operator work like the plant veteran who’s been there 30 years.
On August 12, 2025, Squint announced a $40 million Series B raise, locking in a $265 million valuation. The round was led by The Westly Group and TCV, with Sequoia Capital and Menlo Ventures returning for more. It pushes Squint’s total funding past $59 million, but the money isn’t just a scoreboard, it’s fuel for a bigger play. Devin Bhushan and founding partners Dylan Conway and Jim Zhu are gunning to turn “Agentic Manufacturing” from a concept into the standard, advancing AI that doesn’t just suggest fixes but actively drives decision-making on the shop floor.
This isn’t theoretical. Squint is already deployed across hundreds of Fortune 500 factories, with tens of thousands of operators running AR-guided workflows on devices they already own, no custom headsets, no six-month onboarding. PepsiCo, Michelin, Ford, Siemens, Volvo, Colgate-Palmolive, Berkshire Hathaway Energy, and JTEKT are among those using it to cut training time by 86%, slash production delays by 74%, reduce scrap by 93%, and, in one Fortune 50 site, add $4 million in profit in a single year. Operators themselves report 91% satisfaction, numbers most enterprise software companies would kill for.
The funding will deepen Squint’s integration with manufacturing giants’ existing systems like SAP, IBM, and Oracle while opening doors into sectors from energy to logistics to healthcare. A Fortune 50 customer is already expanding Squint to 70-plus sites, and a Global Fortune 500 manufacturer is rolling it out to 10,000 field technicians. That’s the definition of demand pull, not push.
The play here is bigger than AR overlays or AI copilots. It’s about turning every factory, plant, or field site into a self-updating brain, where institutional knowledge is instantly available, where the system learns from every action taken, and where execution speed and accuracy become a competitive weapon. Squint isn’t just giving operators the answers; it’s making the questions obsolete.
Congratulations to Devin Bhushan, Dylan Conway, Jim Zhu, and the entire Squint team, along with The Westly Group, TCV, Sequoia Capital, and Menlo Ventures. This is how you take a $7 trillion industry and make it squint at what’s possible next.
