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O2 AI

The team behind O2 AI

O2 is built by people who do frontier AI research and people who know electronics manufacturing first-hand. We take research on agentic reasoning and world models and build it into sourcing agents that actually run in production, not just in a paper.

The O2 AI office in Berkeley, California, an open workspace with desks, monitors, and plants

Estelle Zhang

Founder & CEO

Founder and CEO of O2 AI, with an MS in Management Science & Computational Analytics from Yale ('24) and a background across venture capital, investment banking, and wealth management in the US, China, and Hong Kong. Co-author of the BAGEN research on budget-aware agents.

Zihan Wang

Tech Lead

Tech Lead at O2 AI and PhD researcher at Northwestern University’s MLL Lab (advisor: Manling Li), working on agentic reinforcement learning and world models, the research O2 turns into industrial sourcing agents. Project lead on the BAGEN study; prior research at NVIDIA, Microsoft, and DeepSeek.

Research

The team co-authored BAGEN: Are LLM Agents Budget-Aware? with Northwestern University’s MLL Lab. It studies budget-aware agents under cost, time, and capacity constraints, which is exactly the kind of judgment O2 makes when it sources a part.