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Physical AI data

Data for machines that operate in the real world.

Multi-sensor capture, annotation and evaluation for any system that has to perceive, move or decide in the physical world.

LiDAR · 3D box + track Illustrative scene

What the data looks like

Every modality, on one timeline.

Sensors are synchronized and calibrated at capture, so labels line up across RGB, depth, thermal and LiDAR.

Session viewer · illustrative scene5 streams · synced
RGB
Depth
Thermal
LiDAR · top-down
Segmentation
ClassIDRangePos x, z
Vehicle0311.0 m0.0, 11.0
Person077.6 m-3.0, 7.6
Pallet125.6 m3.4, 5.6
T+06.0s F0060

Market

Training data is a multi-billion dollar business. Physical data is the gap.

Vendors of human and expert data for text and code have grown into some of the fastest-growing software companies. Data from the physical world has not had its equivalent yet.

$0.87B2024~$2B2025Scale AI$1.2B2024Surge AI~$0.36B2025$2BJun 2026Mercor>$1BApr 2026Handshake
Estimated annual revenue in USD billions, from Sacra, Forbes and Contrary Research. Recognized, annualized, gross and net bases differ, so figures are not directly comparable.
$3.4B to $4.6BAnalyst estimates of the AI training dataset market in 2026, growing roughly 16% to 23% a year.
~300,000 hrsEstimated hours of robot manipulation data in existence, against about a billion hours of internet video (Bessemer Venture Partners).
23%Share of data labeling revenue from automotive and mobility, the largest vertical. Healthcare is the fastest growing (Mordor Intelligence).

Why the gap exists

Incumbents were built for screens, not sensors.

  • Built for textLeading vendors scaled on text, code and expert judgment. Physical data needs hardware, sites and safety.
  • Cannot be bought or scrapedRobot and sensor data has to be created for each task and environment. There is no corpus to license.
  • Capture competes on volumeMany capture vendors sell hours. Volume alone is a weak moat.
  • Controlled domains are underservedDefense, healthcare and infrastructure cannot use open crowd pipelines.
  • Synchronized by designHardware triggering or a shared clock, with sensor and host timestamps logged.
  • Failures are keptFailed attempts are labeled and retained, so policies learn recovery.
  • Every label has an ownerVersioned guidelines, independent review and documented adjudication.
  • Handling comes firstControlled requirements are scoped before collection begins.

Left: why the gap exists. Right: how Cato Labs is different. Market figures are third-party estimates. See the full investor overview.

How it works

From a spec to a dataset you can train on.

  1. Step 1

    Scope

    We define the task, sensors, environments, label schema and acceptance criteria with your team before anything is recorded.

  2. Step 2

    Collect

    Field capture against a written plan. Every session logs device, calibration, operator and conditions.

  3. Step 3

    Annotate

    Labeling against the agreed schema, with guidelines that are versioned and shared with you.

  4. Step 4

    Verify

    Multi-pass review and expert adjudication of disagreements. Quality results ship with the data.

  5. Step 5

    Deliver

    Versioned releases in the formats your pipeline already reads, with a changelog for every update.

Standards

Every frame has a provenance. Every label has an owner.

Datasets for physical systems are only as good as the record of how they were made. We keep that record with the data, and we scope handling requirements before collection begins.

  • ProvenanceCapture metadata, calibration, device and operator travel with every release.
  • ReviewIndependent review, expert adjudication, and documented outcomes.
  • HandlingScoped, logged access. Controlled delivery options agreed up front.

FAQ

Questions teams ask first.

What formats do you deliver?

The formats your pipeline already reads. For example, MCAP or ROS bags for sensor logs, Parquet or HDF5 for episodes, and COCO-, KITTI- or nuScenes-style annotations. Every release includes calibration files, split definitions and a changelog.

Can you collect on our hardware?

Yes. We can record on your platforms, on ours, or a mix. We agree on sensors, mounting and calibration before capture starts.

How do you handle controlled or restricted work?

Requirements are scoped before collection begins. Some programs need data to stay on your infrastructure or to follow agreements specific to the work. We will tell you plainly what we can and cannot take on.

How long does a pilot take?

It depends on the task, environment and volume. You get a written plan with milestones and acceptance criteria before you commit to anything.

Do you sell off-the-shelf datasets?

The work is mostly custom collection against your spec. If you need a particular scene or condition, ask and we will tell you the fastest way to get it.

Tell us what your system needs to see.