Vehicle intelligence for every moving machine
HQ: Mountain View, CA, United States | Founded: 2017 | Employees: 700-1,100 | Stage: Late Stage VC — Series F | Website: https://www.appliedintuition.com
Applied Intuition provides software infrastructure to safely develop, test, and deploy autonomous vehicles at scale. Founded in 2017 by Qasar Younis (CEO, former COO of Y Combinator, ex-Google product lead) and Peter Ludwig (CTO, ex-Google engineering), both Y Combinator alumni, the company is headquartered in Mountain View, California. Its platform is used by 18 of the top 20 global automakers including General Motors, Toyota, and TRATON, plus trucking, construction, mining, agriculture and defense customers such as General Dynamics and the US Army. The company has grown to $400M revenue in 2024 (Sacra est. $415M) and ~$830M ARR in 2025, with ~80% gross margins.
The platform spans three pillars: Tools & Infrastructure (14 products for simulation, sensor modeling, scenario generation, data management and ML ops), Vehicle Platform (Vehicle OS — an AI-defined vehicle software platform with APIs/SDKs for onboard and offboard applications, powering infotainment and ADAS), and Autonomy (modular self-driving stack and defense autonomy including EpiSci integration for drone swarms and Warship OS). Applied Intuition differentiates with photorealistic physics-based simulation, closed-loop validation at billions of virtual miles, and defense-grade deployment, backed by Lux Capital, Andreessen Horowitz, General Catalyst, Elad Gil, Addition, Kleiner Perkins, La Famiglia, BlackRock and Fidelity.
Applied Intuition has become the $6B ($15B as of June 2025 Series F) simulation leader for autonomy, turning the hardest validation problem in self-driving — billions of miles of edge cases — into an enterprise SaaS platform used by GM, Toyota, TRATON, General Dynamics and the US Army. With a $250M Series E at $6B in March 2024 led by Lux Capital, Elad Gil and General Catalyst plus $300M in secondaries, then a $600M Series F at $15B in June 2025 co-led by BlackRock and Kleiner Perkins, the company has scaled to $400M+ revenue ($830M ARR estimated for 2025) and expanded from core simulation into Vehicle OS, autonomy stack, and defense via the EpiSci acquisition, positioning as the infrastructure layer for the $50B AV simulation market.
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