Spot AI Goes 100% Channel, Launches Industry-First $2M Equity Program as Video AI Evolves from Task Completion to Full AI Coworker

What is Spot AI announcing at ISC West 2026? Spot AI today announced it is going 100% channel — every deal closes on partner paper, no exceptions — and launched the Physical AI Partner Council, an industry-first program offering $2 million in company equity to a select group of Platinum partners. The window is tied to the first $20M in net new partner revenue. Once it’s gone, it’s gone.’

Spot AI, the leader in Video AI Agents for the physical world, today made three announcements at ISC West 2026 that together signal a fundamental shift in how physical AI reaches the market.

Why now: Spot AI believes every system integrator is about to undergo a fundamental shift — from traditional installer to AI implementation specialist. To accelerate that transformation, Spot AI is forming the Physical AI Partner Council and committing $2 million in company equity to a select group of partners who will help define how Physical AI is deployed, adopted, and scaled. The program is designed to move early, with partners who act now shaping the category — not reacting to it.

First: Spot AI is going 100% channel, effective May 1. Every deal will close on partner paper. Spot AI will not sell direct. This is a permanent, structural commitment — not a policy. Partners own the customer relationship, the margin, and the solution.

Second: Spot AI launched the Physical AI Partner Council — the first program in the physical security industry to offer equity to channel partners. $2 million in Spot AI equity is available to qualifying Platinum partners, tied to the first $20M in net new partner-driven revenue from today. When that milestone is reached, the program closes.

Third: Spot AI announced the evolution of its platform from Video AI Agents to full AI coworkers — bringing the same leap that transformed digital work to the physical world, backed by over $110 million in total capital raised from leading AI investors including Scale Venture Partners, Redpoint Ventures, Qualcomm Ventures, StepStone Group, Bessemer Venture Partners — portfolios that span Anthropic, Mistral, and Figure AI.

From Video AI Agents to AI Coworkers: What Changed
In 2024, Spot AI was first in the industry to launch and patent Video AI Agents — autonomous systems that completed discrete physical security tasks: detecting a threat, triggering a deterrence response, surfacing an incident clip. It was a landmark moment. But it was only the beginning.


The same evolution that took conversational AI from chatbots to coworkers is now happening in the physical world. If lawyers have GC.ai and engineers have Claude Code, physical security and operations teams now have Spot AI — a platform that doesn’t just complete tasks, but owns full workflows.

Before: Video AI Agents answered a single question. Detect this. Flag that.


Now: Cameras cowork across interrelated tasks to complete an entire operational goal — watching environments, reasoning across systems and documents, taking action, escalating to the right person, and closing the loop.

“We are at the Cambrian moment for physical AI — the point where connecting a brain to a billion eyes changes everything,” said Rish Gupta, CEO and Co-founder of Spot AI. “Work is a collection of interrelated tasks, and AI has finally crossed the threshold from completing single tasks to owning whole workflows alongside humans. That’s not a product update. That’s a new category. And the partners who build on this infrastructure now will own the physical AI era the same way Cisco’s channel owned the networking era.”

The Physical AI Partner Council: Program Details
The Physical AI Partner Council is intentionally selective. Equity is available only to partners who meet all five criteria — and only until the first $20M in net new partner-driven revenue is reached from March 25, 2026. Partners who move first define the category. Partners who wait may not get the chance.

Qualification criteria:

• Achieve Platinum partner status with Spot AI
• Complete Agentic AI Certifications with Spot AI
• Join the Spot AI Partner Advisory Council (3–4 hours/month)
• Close a minimum of $500K in ARR with Spot AI
• Contribute to the first $20M in net new partner-driven revenue following March 25, 2026

Why this moment matters: When the internet era arrived in the 1990s, Cisco’s partners didn’t just sell routers — they became the IT implementation specialists who built the networked world. The partners who moved early built practices, certifications, and customer relationships that defined their businesses for decades. The partners who waited played catch-up.

The same shift is happening now in physical AI. The winning partners of this era won’t just install cameras and run cable. They will design, deploy, and optimize AI-driven workflows for their customers — becoming the AI implementation specialists of the physical world. The Physical AI Partner Council is designed to make those partners true stakeholders, with equity alongside some of the top AI investors in the world.

“Cisco didn’t win the internet era by selling routers,” Gupta added. “It won by making partners so embedded in the ecosystem that their success and Cisco’s success became the same thing. That’s exactly what we’re building with the Physical AI Partner Council — partners who don’t just sell Spot AI, they co-own what we’re building.”

The Broader Shift: From Cameras to Agentic Ecosystems
Before - Camera Role: Cameras capture data for analytics - Partner Role: Hardware selection and site installation

2024 - Camera Role: Video AI Agents complete discrete tasks - Partner Role: Deploying point solutions

2026 - Camera Role: Acts as coworkers across full workflows - Partner Role: Designing agentic ecosystems for Physical AI

Spot AI’s platform is fully multimodal — combining camera feeds with company documents, access control systems, and operational data to give AI the full context needed to act. The architecture pairs edge compute for instant perception and action at the source with cloud reasoning for long-horizon intelligence — a hybrid approach the company believes is the only architecture that can win in physical AI.

About Spot AI
Spot AI turns cameras into coworkers. Its Video AI Agents understand the physical world — indoors and outdoors — automating security, operations, and safety across entire sites for 1,000+ customers in manufacturing, retail, healthcare, and schools. Physical AI wins when edge and cloud work together: instant action at the source, deep reasoning in the background. That’s the architecture Spot AI is built on. Founded by R&D leaders at Cisco Meraki and Samsara, Spot AI indexes more hours of new video daily than YouTube and has raised over $110 million from top silicon valley AI investors like Scale Venture Partners, Redpoint Ventures (Investors in Mistral), Qualcomm Ventures, StepStone Group, Bessemer Venture Partners (investors in Anthropic) and others. For more information, visit spot.ai.

Media Contact:
Allison Lilly 415-720-2230 allison.lilly@spotai.co

Contact Information

Allison Lilly

Head of Marketing

Spot AI

allison.lilly@spotai.co