Komo

Autonomy software

What is Applied Intuition?

Vehicle autonomy and defense software for simulation, validation, and deployment.

Category
Autonomy software
Headquarters
Mountain View, CA
Founded
2017
Employees
1,001-2,000
Total funding
~$1B+ including tender/secondary rounds
Valuation
$15B (2025)

What is Applied Intuition?

Applied Intuition builds software for developing, testing, and deploying autonomous vehicles and autonomy systems across automotive, industrial, and defense markets.

Applied Intuition builds software for developing, testing, and deploying autonomous vehicles and autonomy systems across automotive, industrial, and defense markets. As of June 2026, it sits in Autonomy software with headquarters in Mountain View, CA.

Public sources say Applied works with 18 of the top 20 global automakers, had roughly 1,300 employees in 2025, and reached a $15B valuation after a 2025 Series F/tender. Its public traction is strongest where customers need high-reliability systems, safety, and mission or operational outcomes rather than experiments.

For sellers, Applied Intuition should be treated as a technical account with multiple buying centers. Product, engineering, security, operations, finance, and customer-program teams can all matter depending on the workflow.

What does Applied Intuition offer?

Applied Intuition offers products and services across Autonomy software.

  • Simulation· Software
  • Validation· Software
  • Data and scenario tools· Data
  • Axion· Defense
  • Acuity· Defense
  • Vehicle OS/autonomy tooling· Software

How does Applied Intuition make money?

Applied makes money through enterprise software licenses, simulation products, autonomy-development tools, defense products, and professional services. Pricing is negotiated by module, scale, and deployment.

Applied makes money through enterprise software licenses, simulation products, autonomy-development tools, defense products, and professional services. Pricing is negotiated by module, scale, and deployment.

Growth is driven by software-defined vehicle programs, autonomy validation needs, and defense autonomy demand through Axion and Acuity.

The practical revenue drivers are deployment scale, customer proof, reliability, and attach of software, support, integration, or sustainment. Public pricing is limited or quote-based, so deal sizing should be anchored in programs, fleet size, usage, or enterprise scope rather than a published tier page.

Who leads Applied Intuition?

Applied Intuition's public leadership includes Qasar Younis, Peter Ludwig, Marc Andreessen, Defense product leadership.

  • Qasar YounisCo-founder and CEOCo-founder since 2017Former Y Combinator COO and Google product leader.
  • Peter LudwigCo-founder and CTOCo-founder since 2017Former Google product/software leader with Detroit automotive roots.
  • Marc AndreessenBoard member/investorBoard since a16z investmentHigh-profile venture board member.
  • Defense product leadershipAxion/Acuity teamsSenior product teamsLead expansion into military autonomy software.

How do you contact Applied Intuition's leadership?

Applied Intuition publishes corporate or team contact routes, but individual executive inboxes are generally not published. The personal emails below are format-following addresses based on public email-pattern signals; treat them as routing hypotheses, not verified personal inboxes.

Email formatfirst.last@appliedintuition.com

How much funding has Applied Intuition raised?

Applied Intuition has raised ~$1B+ including tender/secondary rounds; latest public valuation/status is $15B (2025).

Applied Intuition's disclosed financing history is: Sep 2019: Series B ($40M for autonomous vehicle simulation tools.) Oct 2020: Growth round - $1.25B valuation (Applied reaches unicorn status.) Nov 2021: Series D ($175M for automotive software tools.) Mar 2024: Series E - $6B valuation ($250M from Porsche, a16z, and others.) Jul 2024: Secondary round ($300M secondary with Fidelity participation.) Jun 2025: Series F/tender - $15B valuation ($600M co-led by BlackRock-managed funds and Kleiner Perkins.)

The latest round/status is $600M Series F/tender (2025). Notable backers include BlackRock/Kleiner Perkins, and the valuation/status to use as of June 2026 is $15B (2025).

Funding should be read together with customer traction. For hardware, robotics, autonomy, or defense companies, contract conversion, production scale, safety validation, and deployment economics matter as much as nominal capital raised.

How did Applied Intuition get here?

Applied Intuition's timeline runs from founding in 2017 to its latest financing and deployment milestones.

  1. 2017FoundedQasar Younis and Peter Ludwig start Applied.
  2. 2019$40M roundSimulation tooling gains traction.
  3. 2021$175M roundAutonomy software platform expands.
  4. 2024$6B valuationSeries E brings strategic automotive investors.
  5. 2025Axion and Acuity launchedDefense product lines announced.
  6. 2025$15B valuationSeries F/tender round closes.

Who are Applied Intuition's competitors?

Applied Intuition competes with companies that solve adjacent customer problems in Autonomy software.

  • dSPACEAutomotive simulation and validation tooling.
  • AnsysSimulation and engineering software.
  • HexagonAutonomy and simulation/measurement software.
  • ForetellixADAS/AV safety verification platform.
  • PalantirDefense software and operational AI platform.

Applied Intuition — frequently asked questions

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