Applied Intuition

• Customer site

  2026-06-16 - Applied Intuition deployed its camera/radar SDS for Automotive platform on Japanese roads for L2+/L2++ development and established local vehicle operations and data infrastructure. - SDS for Automotive - Japan public-road test operations

  Source
• Customer site

  2026-03-31 - Isuzu and Applied Intuition began daily operation of second-generation autonomous trucks with safety drivers on a 450-km commercial-cargo route between Tochigi and Aichi, expanding public-road work begun in 2025. - Second-generation autonomous trucks - 450-km Tochigi–Aichi cargo route

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• Customer site

  2026-03-19 - Applied Intuition delivered the U.S. Navy's DECK large-scale edge data-engine programme for shipboard autonomy data collection, automated detection/classification and over-the-air AI updates. - DECK data-engine programme - U.S. Navy shipboard programme

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• Commercial activity

  2024-03-12 - Applied Intuition reported that 18 of the top 20 global automotive OEMs used its end-to-end vehicle software and autonomy-development solutions. - company customer reach

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Supply chain relationships

• LG Innotek

  Inbound - Perception - LG Innotek supplies camera, lidar and radar sensors for Applied Intuition autonomous-development fleet

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• AeroVironment

  Outbound - Autonomy Software - Applied Intuition Acuity ISR/Strike runs aboard AeroVironment Mayhem 10 for multi-asset swarm autonomy

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• United States Navy

  Outbound - Software - Applied Intuition delivered the DECK shipboard data-engine system to the U.S. Navy's autonomy programme

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• 2025-06-17 - Series F + tender offer - Applied Intuition closes US$600M Series F and tender offer

  valuation: $15B - Applied Intuition closed a US$600 million combined Series F fundraise and tender offer at a US$15 billion valuation to expand its vehicle-intelligence products and global team. - source: appliedintuition.com

• 2024-03-12 - Series E - $250M - Applied Intuition raises $250M Series E at $6B valuation

  Applied Intuition raised USD 250 million in Series E financing at a USD 6 billion valuation for vehicle software and AI capabilities. - source: appliedintuition.com

• 2021-11-11 - Series D - $175M - Applied Intuition closes $175M Series D at $3.6B valuation

  valuation: $3.6B - The company closed a source-verified historical financing round. - source: appliedintuition.com

• 2020-10-22 - Series C - $125M - Applied Intuition raises $125M Series C

  valuation: $1.25B - Applied Intuition completed a source-verified Series C financing. - source: appliedintuition.com

• General Catalyst - Lead - VC - 4 funding events - repeat backer - first seen 2020-10-22 - latest 2025-06-17
• Addition - Lead - Unknown - 3 funding events - repeat backer - first seen 2021-11-11 - latest 2025-06-17
• Andreessen Horowitz - Lead - Angel / Individual - 3 funding events - repeat backer - first seen 2020-10-22 - latest 2024-03-12
• Lux Capital - Lead - VC - 3 funding events - repeat backer - first seen 2020-10-22 - latest 2025-06-17
• BOND - Participant - Unknown - 2 funding events - repeat backer - first seen 2024-03-12 - latest 2025-06-17
• Elad Gil - Lead - Angel / Individual - 2 funding events - repeat backer - first seen 2021-11-11 - latest 2025-06-17
• 137 Ventures - Participant - VC - 1 funding event - first seen 2025-06-17
• 8VC - Participant - Unknown - 1 funding event - first seen 2024-03-12
• Abu Dhabi Investment Council - Participant - Unknown - 1 funding event - first seen 2025-06-17
• BAM Elevate - Participant - Angel / Individual - 1 funding event - first seen 2025-06-17
• BlackRock - Lead - Unknown - 1 funding event - first seen 2025-06-17
• Coatue - Participant - Unknown - 1 funding event - first seen 2024-03-12
• Coatue Management - Lead - Angel / Individual - 1 funding event - first seen 2021-11-11
• Fidelity Management & Research Company - Participant - Unknown - 1 funding event - first seen 2025-06-17
• Franklin Templeton - Participant - Angel / Individual - 1 funding event - first seen 2025-06-17
• GIC - Participant - Unknown - 1 funding event - first seen 2024-03-12
• Greycroft - Participant - Unknown - 1 funding event - first seen 2025-06-17
• Human Capital - Participant - VC - 1 funding event - first seen 2024-03-12
• Kleiner Perkins - Lead - VC - 1 funding event - first seen 2025-06-17
• Lux Capital, Elad Gil, Porsche Investments Management - Lead - VC - 1 funding event - first seen 2024-03-12
• Premji Invest - Participant - Investment Firm - 1 funding event - first seen 2025-06-17
• Qatar Investment Authority - Participant - Unknown - 1 funding event - first seen 2025-06-17
• Semil Shah - Lead - Angel / Individual - 1 funding event - first seen 2021-11-11
• Stripes - Participant - Unknown - 1 funding event - first seen 2025-06-17
• Tribe Capital - Participant - VC - 1 funding event - first seen 2025-06-17

• Qasar Younis - Co-founder and CEO - Younis leads Applied Intuition strategy for vehicle autonomy simulation, validation, and software tooling.
• Peter Ludwig - Co-founder and CTO - Ludwig leads Applied Intuition technical development for autonomy simulation, validation, and automotive software infrastructure.

Events

• 2026-10-12 - Market Signal - Applied Intuition named in proposed £4.98M CARRION direct award

  The earliest signing date is October27, with an estimated contract period ending March31,2028. The scope covers mission autonomy, swarm coordination, planning, simulation, integration, testing and assurance. The prototype phase extends ProjectLOW and is intended to support NATO STEADFAST DEFENDER2027 testing.

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• 2026-10-06 - Partnership - Applied Intuition expands Nissan partnership into Vehicle OS and AI development tools

  The relationship began in 2020 with Nissan’s adoption of simulation technology and now extends into operating systems and AI-native engineering workflows. The common platform is intended to span multiple powertrains, abstract hardware complexity and combine legacy and modern software development. Teams in Japan and Silicon Valley will work with Nissan’s engineers in Japan to shorten development timelines.

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• 2026-10-06 - Partnership - Applied Intuition partners with Honda on next-generation Vehicle OS development

  Honda retains control over vehicle architecture and software direction while working with teams in Japan and Silicon Valley. The programme spans powertrains including hybrids, using Applied Intuition’s operating-system expertise to shorten development and reduce costs.

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• 2026-09-29 - Deployment - LG Innotek begins Korean public-road autonomy sensor fleet

  The vehicles are intended to collect real-world sensor data mainly in Seoul, Incheon and Gyeonggi. The data supports Applied Intuition digital-twin validation and LG Innotek sensor-fusion development. LG Innotek targets approximately 20 data-collection and autonomy-development vehicles by 2028.

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• 2026-09-16 - Demonstration - Applied Intuition-led drone-swarm approach completes British Army field testing

  The Army conducted eight weeks of experimentation with eight uncrewed aircraft in realistic military settings. The Disruptor Group includes Evolve Dynamics, Rowden Technologies, SAIF Autonomy and Frazer-Nash. A separate approach from Saab-owned BlueBear was tested in the same phase.

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• 2026-08-31 - Partnership - Applied Intuition and HUMAIN plan Saudi autonomous-trucking network

  The partners target thousands of autonomous trucks on key Saudi logistics corridors by 2030; this is a planned deployment scale, not an operating fleet count. Applied Intuition will provide its end-to-end Physical AI stack, including Self-Driving System, Vehicle OS and supporting vehicle-intelligence products; SDS is already operating on Level 4 trucks. The initial trucking programme is intended to expand into robotaxis, ports, mining, manufacturing, agriculture and construction, with Applied Intuition building a Riyadh team for the programme.

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• 2026-07-29 - Capability - AeroVironment and Applied Intuition validate Mayhem 10 swarm autonomy

  The companies signed a strategic teaming agreement to integrate Applied Intuition Acuity ISR/Strike into AeroVironment Mayhem 10. A recent demonstration validated multiple Mayhem 10 systems synchronising, swarming and adapting to different threats after months of multi-site integration. The combined system is intended for the U.S. Army Launched Effects programme and supports collaborative hunter-killer missions with operator oversight.

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• 2026-07-23 - Partnership - Callen-Lenz and Applied Intuition UK signed an MOU to explore AI-enabled collaborative…

  The companies will explore AI-enabled collaborative behaviours for Callen-Lenz uncrewed aircraft. The MOU also covers possible future integration of Applied Intuition technology into Callen-Lenz UAS.

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• 2026-07-21 - Deployment - Applied Intuition launched Dana, an agentic physical-AI development platform, after internal…

  Dana is an agentic development platform for physical-AI engineering workflows. Applied Intuition had used it internally since 2025 before opening limited early customer access.

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• 2026-06-16 - Deployment - Applied Intuition deployed its camera/radar SDS for Automotive platform on Japanese roads for…

  The Japanese road programme uses a camera-and-radar SDS for L2+ and L2++ development. Applied Intuition established local vehicle operations and data infrastructure for the work.

  Source
• 2026-05-14 - Manufacturing - CDAO selected Applied Intuition to build the Axion-based enterprise platform underpinning the…

  The Axion-based enterprise platform will underpin the Department of War Autonomy Factory. The CDAO selection establishes an awarded platform-development programme.

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• 2026-04-30 - Deployment - Applied Intuition and Heidelberg Materials began a collaboration to deploy SDS for Construction…

  Initial work applies SDS for Construction to autonomous haulage at an Australian quarry. Expansion to additional Heidelberg Materials sites depends on the first deployment succeeding.

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• 2026-04-21 - Partnership - HII and Applied Intuition signed an MOU to integrate Warship OS into the ROMULUS USV family…

  The initial work targets Warship OS integration into the ROMULUS USV family now under construction. The companies will also explore later applications on crewed platforms and REMUS uncrewed systems.

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• 2026-04-16 - Demonstration - Applied Intuition's Acuity software ran inside Northrop Grumman Prism on the Talon IQ/Model 437…

  Acuity ran inside Northrop Grumman Prism on the Talon IQ/Model 437 airborne testbed. The software commanded mission-representative manoeuvres during flight.

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• 2026-03-31 - Manufacturing - Applied Intuition launched Applied Edge, an available-now mobile operations centre packaging…

  Applied Intuition launched Applied Edge, an available-now mobile operations centre packaging rugged compute, communications and Axion tooling for field development, testing and operation of autonomous systems. Applied Edge was launched as available-now field infrastructure; the announcement is a product-availability milestone, not a customer deployment.

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• 2026-03-31 - Deployment - Isuzu and Applied Intuition began daily operation of second-generation autonomous trucks with…

  The second-generation trucks run daily with safety drivers on a 450-kilometre commercial-cargo route between Tochigi and Aichi. The route expands the companies' public-road freight work begun in 2025.

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• 2026-03-31 - Partnership - TRATON and Applied Intuition announced TRATON ONE OS after more than a year of co-development…

  TRATON and Applied Intuition announced TRATON ONE OS after more than a year of co-development, incorporating Applied Vehicle OS for Trucking, with first hardware tests in April 2026 and vehicle rollout targeted for 2028. Co-development had already run for more than a year, while hardware tests and vehicle rollout remained scheduled future milestones.

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• 2026-03-30 - Partnership - Applied Intuition and LG Innotek formed a strategic AV-development partnership: LG sensors will…

  Applied Intuition and LG Innotek formed a strategic AV-development partnership: LG sensors will run on Applied's autonomous development fleet, digital sensor models will enter simulation, and LG plans its own Korean autonomous test vehicles. The strategic partnership is active, while vehicle-fleet sensor use, simulation integration and LG test vehicles were described as planned work.

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• 2026-03-19 - Deployment - Applied Intuition delivered the U.S. Navy's DECK large-scale edge data-engine programme for…

  DECK supports shipboard autonomy-data collection plus automated detection and classification. The edge-data engine also enables over-the-air AI updates.

  Source
• 2026-03-17 - Partnership - Applied Intuition became a recommended NVIDIA software provider for L2+ highway ADAS, optimized…

  Applied Intuition optimised SDS for NVIDIA DRIVE AGX Orin and Thor. NVIDIA Cosmos models were incorporated into the associated development workflows.

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• 2026-01-22 - Demonstration - Applied Intuition and Oak Ridge National Laboratory partnered and demonstrated an…

  Applied Intuition and Oak Ridge National Laboratory partnered and demonstrated an Axion/Frontier-node-equivalent digital proving ground for Golden Dome, running hundreds of Oahu defence-scenario variants at 80× real time. The relationship and configuration scope are limited to this named, dated programme.

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• 2025-06-17 - Funding - Applied Intuition closes US$600M Series F and tender offer

  BlackRock-managed funds and Kleiner Perkins co-led the combined transaction. Nine new investors joined, while Fidelity, General Catalyst, Lux Capital, BOND, Elad Gil, Addition and Tribe Capital participated again. Because the US$600 million includes primary financing and a tender offer, it is not stored as a pure Series F round amount.

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• 2025-02-06 - Acquisition - Applied Intuition acquires EpiSci for all-domain tactical autonomy

  EpiSci became a wholly owned subsidiary, with co-founders Bo Ryu and Tamal Bose and the full team joining Applied Intuition. The acquired software spans uncrewed aircraft swarms, tactical fighter autonomy, maritime tracking and battle-management command and control.

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• 2024-03-12 - Funding - Applied Intuition raises $250M Series E at $6B valuation

  The round was led by Bilal Zuberi at Lux Capital, Elad Gil and Porsche Investments Management. Applied Intuition also named Andreessen Horowitz, General Catalyst, BOND, Human Capital and several individual investors as participants. The company said it would invest the financing in generative AI, recruit software and AI engineers, and expand its ADAS and automated-driving software offerings.

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• 2023-05-25 - Acquisition - Applied Intuition agrees to acquire Embark Technology

  The transaction valued Embark at about USD 71 million on an equity basis. Embark added autonomous trucking software and public-road AV development experience to Applied Intuition.

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• 2021-11-11 - Funding - Applied Intuition closes $175M Series D at $3.6B valuation

  Elad Gil, Addition and Coatue Management co-led the financing. Andreessen Horowitz, General Catalyst, Lux Capital and Semil Shah participated. The financing supported autonomy-software R&D, product development and hiring.

  Source
• 2020-10-22 - Funding - Applied Intuition raises $125M Series C

  The round brought total capital raised to slightly more than $175 million. Bilal Zuberi of Lux Capital joined the board. The financing supported product expansion, a stronger global footprint and customer support.

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Relationships

• HUMAIN

  Saudi Physical AI And Autonomous Logistics Partner - Applied Intuition and HUMAIN announced a long-term collaboration to build national-scale autonomous logistics in Saudi Arabia, starting with trucking.

• Callen-Lenz Associates Ltd.

  Technology Partner - Applied Intuition UK and Callen-Lenz signed an exploratory autonomous-UAS MOU.

• NVIDIA

  Integration - Applied Intuition optimized its L2+ software for NVIDIA DRIVE AGX and planned Cosmos use in development workflows.

• Heidelberg Materials

  Deployment Partner - Applied Intuition and Heidelberg Materials began an autonomous quarry-haulage collaboration.

• EpiSci

  Acquirer / Parent - Applied Intuition acquired EpiSci and operates it as a wholly owned subsidiary within Applied Intuition Defense.

• Embark Trucks

  Acquirer - Applied Intuition completed its acquisition of Embark Technology in August 2023.

• Oak Ridge National Laboratory

  Research Contract - Applied Intuition and ORNL demonstrated a high-speed digital proving ground for Golden Dome.

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Context tags

• Autonomy software - Stack Layer - Applied Intuition develops autonomy simulation and validation software.