O2 AI
O2 AI
— AI OPERATOR / ELECTRONICS SUPPLY CHAIN / 2026

The agent
that runs
electronics
supply chain.

Valuation, transaction, and market intelligence — in one learning loop. O2 AI picks the right method for each decision, executes the transaction, and gets sharper with every pass.

Book a demo See the loop
Deployed in Fortune 500 electronics & semi.
— O2 / BOARD SCAN
LIVE
DELL POWEREDGE R740 · USED · SER# A7F9-22B1
SCAN 00:00
U1 · CPU0
Xeon Gold 6248
$130.00 / unit
reading · U1 · CPU0
total · $—
DEPLOYED WITH · RESEARCH FROM
Wesco Oracle MIT Yale UC Berkeley Columbia NUS Northwestern DeepSeek
§ 01 / MARKET INTELLIGENCE
SIGNALS, NOT DASHBOARDS · PROPRIETARY DATA

Every screw
has a market price.

Price drift, lead-time cost, supply shocks, buy/sell timing — built on our own data from every cycle the system runs. The agent tells you when to act, and why.

▲ SUPPLY-SHOCK · FIRED 04:12 AGO
NEODYMIUM · RARE-EARTH
+18.2%in 6h
06:00Znow · $80.61/kg
◐ PORTFOLIO IMPACT
14 SKUs touched · 9 re-priced · 5 paused for review
9 re-priced ✓ 5 paused · human $312k exposure
◐ AGENT TRACE
Ingested quota notice · Reuters · 04:12
Cross-ref SKU graph · 14 lines hit
Model price impact · +$34 / motor avg
Rewrote 9 active quotes · sent
Paused 5 · margin < policy
Monitoring · next tick in 08s
◐ SIGNAL WALL · 12 / 847 TRACKED
proprietary · built from every cycle
buy sell watch hold live
◐ 72H ACTION QUEUE · 6 RECS
total $-delta · + $42.3k projected
§ 02 / EXECUTION
ONE CONVERSATION · VALUATION → TRANSACTION

Judgment—
becomes action.

O2
OPERATOR SESSION · #OS-4178
active
Ask a follow-up…
REASONING TRACE
thinking…
TOOLS CALLED
0
TRANSACTION · SIGNED
PO sent
ALL-IN QUOTE
$—
Lead time: 14 days
Quote · PO · Routing
§ 03 / ALWAYS WATCHING
PUSH, NOT PULL · ERP × MARKET × TEAM

It tells you
what to look at.

You don't query a dashboard. The agent watches your ERP, your inventory, your reps, and the market in the background — and surfaces the handful of things that actually need a human this week.

◐ MONITORING SURFACE · ALWAYS-ON
last sweep · 00:00:08 ago
healthy · 0 sources stale
ERP TABLES
14
SAP · NetSuite · Epicor
SKUs LIVE
847
price · margin · turn
MARKET FEEDS
23
spot · futures · news
REPS / TEAMS
42
quotes · win-rate · cycle
CUSTOMERS
318
orders · churn risk
RULES / KPIs
126
policy · floor · target
◐ INSIGHT FEED · THIS WEEK
7 need a human · 23 auto-resolved
alert anomaly win watch
delivered to · Slack #o2-watch · email digest · Teams
◐ KPI PULSE · WEEK 17
REVENUE · WTD
$1.84M
+6.2% vs plan
GROSS MARGIN
14.6%
−1.2 pt
QUOTE WIN-RATE
31.4%
+2.8 pt
CYCLE TIME · QUOTE
28 min
−63%
◐ TEAM PULSE · WEEK 17
surfaced by agent
SK
Sarah K. · Dallas
$340k closed · 14 quotes · 19.1% margin
+28%
MR
Marco R. · Frankfurt
$268k · 11 quotes · 16.4% margin
+12%
JT
Jenna T. · Austin
cycle drift · response time 4.2× team median
flag
+4
4 reps tracking nominal
no action needed
The agent files ~70 insights / week on a typical mid-market deployment. 76% auto-resolve. The rest land in your inbox, ranked by $-impact.
See your week
§ 04 / CONTINUAL LEARNING
EVERY CYCLE · SHARPENS THE NEXT

Sharper
every week.

Your prices, margins, lead-times, and exceptions become the agent's training set. Outcomes close the loop — the agent's next prediction is already sharper than its last.

◐ PRICING ERROR · 26-WK ROLLING
median err p25–p75 shock miss
+$60 +$30 $0 −$30 −$60 pred err · $/unit zero drift wk 1 wk 7 wk 13 wk 19 wk 26 · today
WK 1 ACCURACY
73%
avg error · ±$31
WK 26 ACCURACY
93%
avg error · ±$3.20
AUTONOMOUS RATE
28 84%
less human review
MARGIN RECAPTURED
+$2.1M
model sharpening
◐ LEARNING EVENTS · LIVE
streaming
events today · 8,412 feature set · 1,847
§ 05 / WHY NOW

A critical layer
of industrial
execution is still
underbuilt.

The tools exist — LLMs, agent frameworks, live market data. The integration into the actual supply chain loop does not. The first company to ship an agent that closes the loop owns the category.

70%
of industrial decisions
still live in spreadsheets and tribal knowledge.
10×
margin variance
between expert and novice judgment on the same decision.
§ 06 / O2 LAB
RESEARCH-BACKED · DEPLOYMENT-DRIVEN

Research
that ships.

We collaborate with leading research institutions while deploying into Fortune 500 electronics and semiconductor environments. The loop between lab and production is short.

RESEARCH PARTNERS
Northwestern MLL Lab
MIT Media Lab
Joint work on world models for physical goods · learned valuation.
BACKED BY
Berkeley SkyDeck
UC Berkeley Accelerator
VISION
Start with the operator for electronics supply chain. Build toward a world model for how physical goods are valued, moved, and recovered.
— BOOK A DEMO / 30 MIN

Close the loop.
Own the category.

Bring a real decision from your supply chain loop. We'll run the agent live — valuation, transaction, and market signal — before the call ends.