Applied Intuition
- Company typePrivate
- Founded2017
- HeadquartersMountain View, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
Applied Intuition firmographics
Firmographics- Name
- Applied Intuition
- Legal name
- Applied Intuition, Inc.
- Website
- https://appliedintuition.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
Applied Intuition industry classification
Industry- Product category
- Autonomous Vehicle Software
- NAICS
- Computer Systems Design Services (541512), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Autonomous Driving & ADAS Perception (HDAAAEAI)
- akta.pro secondary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where Applied Intuition is headquartered
LocationHeadquarters
- HQ city
- Mountain View
- HQ country
- United States
- HQ region
- North America
Offices14 records
Markets served
Applied Intuition business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Enterprise Software Licenses and Multi-year Programs: Generates revenue primarily from selling its operating system, simulation software, and autonomy platform to automakers and the U.S. military under long-term contracts; revenue doubled to ~$800M in 2025 with gross margins of at least 80%; focuses on operational profitability and long-term customer contracts rather than rapid growth.
- Multi-Year Strategic Partnership Programs: Multi-year co-development programs with OEMs (e.g., Stellantis multi-year program across 14 brands) for embedding Vehicle OS, Cabin Intelligence, and SDS into vehicle programs; program-based engagements replacing traditional black-box vendor relationships.
- Vehicle OS / Platform Licensing Across Programs: Software platform licensing model where 50%-70% of work is pre-built and reused across OEM vehicle programs, with applications layered on top; enables over-the-air update revenue streams and continuous improvement throughout vehicle lifecycle.
- Annual Recurring Revenue (ARR) from Long-Term Contracts: Reported $415 million in 2024 annual recurring revenue projected to double annually; ARR-based revenue model supported by long-term contracts with automakers, defense customers, and industrial OEMs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based / Not publicly disclosed |
Go-to-market motion3 records
Distribution channels3 records
Applied Intuition product offering
Product offeringCore offering
Applied Intuition provides an end-to-end software platform for safely developing, testing, and deploying autonomous vehicles and physical AI systems at scale. The platform spans three core areas: Tools for Vehicle Intelligence (Axion-based simulation, data, and validation toolchain), Vehicle OS (AI-defined middleware and software foundation), and Self-Driving System (end-to-end autonomy stack for L2+ through L4). It is hardware-agnostic across sensors and compute platforms, and serves automotive OEMs, defense agencies, and industrial customers across trucking, mining, construction, and agriculture.
Product overview
Applied Intuition's offering is a single unified platform with multiple integrated products and modules rather than a collection of standalone tools. The platform is structured around three core areas: Tools and Infrastructure (Tools for Vehicle Intelligence — the Axion-based simulation, data, and validation toolchain including ODD coverage analysis and cloud-native HD maps), Operating Systems (Vehicle OS — the AI-defined foundation for software-defined vehicles), and Autonomy (Self-Driving System / SDS — the end-to-end autonomy stack with industry variants including SDS for Construction, Warship OS, and Autonomy Factory). Layered on top is Cabin Intelligence, a sub-product delivering in-cabin experience software built on Vehicle OS and applied across passenger vehicles (Stellantis), commercial vehicles (TRATON ONE OS), and industrial cabins (agriculture, construction, mining). Adjacent offerings include Applied Edge (mobile operations center) and DECK (data engine for the U.S. Navy). Together, these products form an end-to-end stack spanning tools, OS, and autonomy for any moving machine — from cars and trucks to mining rigs and naval vessels.
Differentiator
Problem solved
Functional benefit
Brands
- Self-Driving System (SDS): End-to-end autonomy stack for automotive, trucking, construction and mining, supporting L2 to L4 driver-assistance and autonomous capabilities.
- Vehicle OS
- Cabin Intelligence
- Applied Edge
- Warship OS
Products and services
- Self-Driving System (SDS)
Quantifiable outcome
- IVI development compressed from 4 years to under 2 years (50%+ reduction) with Stellantis
- +6 more outcomes
Companies that use Applied Intuition
Customer profileNamed customers22 records
Segments6 records
Ideal customer profiles3 records
Applied Intuition technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability18 records
Feature12 records
Applied Intuition partnerships and signals
Strategic signalPartnerships
25 partnerships are on record, tiered flagship, core and minor.
- Isuzu Motors (SDS for Automotive)flagshipExpanding Self-Driving System (SDS) to Japan with L2+ and L2++ driver-assistance capabilities including intelligent parking, active safety, and urban driving. Builds on prior L4 trucking work with Isuzu; leverages local engineering teams, vehicle operations, and data infrastructure established in Japan.
- StellantisflagshipExpanded strategic technology partnership (announced May 21, 2026) to develop and scale Stellantis' next-generation STLA Brain intelligent vehicle platform. Applied Intuition provides Vehicle OS, Cabin Intelligence, and autonomy systems. Builds on prior STLA SmartCockpit work where Applied Intuition cut infotainment development timeline from 4 years to under 2 years.
- WayvecoreJoint collaboration with Stellantis, Qualcomm, and Wayve announced at Stellantis Investor Day 2026. Wayve partnership focuses on large-scale hands-free, door-to-door supervised automated driving integration; potential deployment in North America as early as 2028.
- Qualcomm TechnologiescoreExpanded partnership with Stellantis to deploy Snapdragon Digital Chassis platforms covering driving assistance, cockpit, and connectivity as part of Stellantis' STLA Brain platform. AI-powered Vehicle OS and scalable Level 2+ autonomous driving features.
- U.S. Department of War (CDAO)flagshipSelected by the Department of War's Chief Digital and Artificial Intelligence Office to build Autonomy Factory, an enterprise autonomy development platform built on Applied Intuition's Axion toolchain and data engine for the development, testing, and deployment of autonomous military systems.
- Heidelberg MaterialscoreCollaboration to deploy SDS for Construction autonomous haulage systems at a quarry site in Clarence Sands, Australia. Designed for smaller operations including as few as two 40-ton trucks; upon success to expand across Heidelberg Materials' broader Australian network.
- HII (Huntington Ingalls Industries)coreStrategic MOU at Sea-Air-Space Exposition 2026 to collaborate on developing AI-defined capabilities for next-generation naval platforms, centered on Applied Intuition's Warship OS operating system. Initial integration into HII's ROMULUS family of unmanned surface vessels; future expansion to crewed naval platforms.
- Northrop GrummancoreFull partner integration on Northrop Grumman's Talon IQ autonomous testbed with successful mid-flight software swap from Applied Intuition to Accelint mission autonomy software, demonstrating dynamic switching capabilities at the skill level.
- AeroVironmentcorePartnering on AI-enabled collaborative attack/swarming capabilities for MAYHEM 10 launched effects system (part of MAYHEM product line). MAYHEM 10 features 10-lb payload, 62-mile range, 50-minute flight time. Low-rate initial production planned for 2026 with scalable output to hundreds of units per month.
- TRATON GROUP (Scania, MAN, International, Volkswagen Truck & Bus)flagshipJoint development of TRATON ONE OS, a unified software platform across all four TRATON brands supporting predictive maintenance, OTA updates, and autonomous driving capabilities. ECU hardware testing begins April 2026; rollout targeted for 2028.
- Isuzu MotorsflagshipDeploying second-generation autonomous trucks on a 450-km commercial hub-to-hub logistics route between Tochigi and Aichi prefectures in Japan. Powered by Applied Intuition's end-to-end autonomy model and continuous data engine. Goal: Level 4 autonomous truck launch by fiscal year 2028.
- LG InnotekcoreStrategic partnership to optimize Applied Intuition's Self Driving System with LG Innotek's camera, lidar, and radar sensors for autonomous vehicle development. Sensors mounted on Applied Intuition's global test fleet across US, Europe, and Japan; LG Innotek integrates virtual sensor technology into simulation tools. Expands into drones and robotics.
- NVIDIAflagshipCollaboration announced at NVIDIA GTC 2026 positioning Applied Intuition as a recommended software provider for OEMs developing L2+ driver assistance systems optimized for NVIDIA hardware. Stack optimized for NVIDIA DRIVE AGX Orin and upcoming NVIDIA DRIVE AGX Thor; incorporates NVIDIA Cosmos World Foundation Models.
- OpenAIcoreOpenAI partnered with Applied Intuition-led submission (co-listing Sierra Nevada Corporation and Noda AI) for the $100M Pentagon prize challenge to develop voice-controlled drone swarming software. OpenAI's role limited to translating battlefield commanders' voice commands into digital instructions.
- Sierra Nevada CorporationminorCo-listed partner with Applied Intuition Inc. and Noda AI in successful submission to the $100M Pentagon prize challenge for voice-controlled drone swarming software orchestration.
- Noda AIminorCo-listed partner with Applied Intuition Inc. and Sierra Nevada Corporation in successful submission to the $100M Pentagon prize challenge for voice-controlled drone swarming software orchestration.
- UK Ministry of Defence (Dstl)coreApplied Intuition UK awarded first phase of the MOD's Dstl Software Defined Swarms contract to deliver an autonomy test bed for ground-launched, near-surface drone swarms. Leads a consortium with Rowden Technologies, Evolve Dynamics, SAIF Autonomy, Frazer-Nash Consultancy, and an academic partner.
- AUVSI (Association for Uncrewed Vehicle Systems International)coreIndustry-led partnership alongside Boston Dynamics, Intrinsic AI, Apptronik, Forterra, Ghost Robotics, and Teradyne. Launched Partnership for Robotics Competitiveness (PfRC) on Capitol Hill, developing National Robotics Strategy covering workforce, industrial resilience, supply chain, and standards.
- KomatsuflagshipMulti-year strategic partnership to deploy Applied Intuition's Vehicle OS, autonomy technology, and AI-powered tooling across Komatsu's mining vehicles for autonomous haulage, collision avoidance, and software-defined vehicle platform. Described as the most significant technology investment in Komatsu's history.
- EpiSci (EpiSys Science Inc.)coreAcquired EpiSys Science Inc. (EpiSci) in 2024-2025 to strengthen all-domain defense autonomy capabilities and bolster its defense product portfolio.
- PorschecorePartnership forged in 2024 to advance automated driving capabilities across passenger, commercial trucking, and off-road sectors.
- AudicorePartnership forged in 2024 to advance automated driving capabilities across passenger, commercial trucking, and off-road sectors.
- Embark TruckscoreStrategic acquisition of Embark Trucks for $71 million in 2023 enabled Applied Intuition to move from pure simulation software into actual autonomous trucking deployment, validating its end-to-end autonomy stack in real operational environments.
- Mechanical Simulation Corporation (CarSim)coreAcquired Mechanical Simulation Corporation, known for its vehicle dynamics software CarSim, in March 2022. Acquisition enhances combination of vehicle behavior prediction and autonomy simulation for ADAS and AV development.
- Toyota (Woven Planet Group)coreWoven Planet Group partnered with Applied Intuition to test its self-driving system end-to-end under a vast number of scenarios quickly, safely, and comprehensively. Includes automotive-grade simulation engine, large-scale cloud simulations, and testing of perception modules using synthetic data.
Scale indicators12 records
Recent moves11 records
Expansion highlights8 records
Applied Intuition competitors and assessment
Company assessmentDirect peers
- Wayve: End-to-end AI autonomous driving stack that partners with OEMs (including Stellantis, announced alongside Applied Intuition) to deliver hands-free driving. Comparable to Applied Intuition's SDS as a competing end-to-end autonomy stack targeting the same L2+/L4 OEMs.
- Mobileye: Supplies ADAS and autonomous driving solutions (EyeQ chips, REM mapping, SuperVision/Chauffeur) to global automakers. Directly comparable as an L2+/L3 software stack competitor to Applied Intuition's SDS and Vehicle OS across the same OEM customer base.
- Aurora Innovation: Autonomous trucking company developing the Aurora Driver stack for commercial freight. Comparable as a competing autonomy platform for L4 trucking, an adjacent but overlapping market to Applied Intuition's Isuzu and TRATON commercial vehicle programs.
- Woven by Toyota: Toyota's software subsidiary building automated driving (Teammate/Aisin), vehicle OS, and ARENA simulation platform. Although Toyota is also an Applied Intuition customer, Woven is the in-house counterpart competing for the same SDV and ADAS wallet across Toyota's global brands.
Broad incumbents
- NVIDIA (DRIVE): Compute platform provider for autonomous driving (DRIVE AGX Orin/Thor) with growing software stack ambitions (DRIVE OS, Cosmos). Both a key partner for Applied Intuition and a broad incumbent whose vertical integration could compete with Applied's Vehicle OS/SDS at OEMs.
- Qualcomm Technologies: Provides Snapdragon Digital Chassis (cockpit + ADAS + connectivity) with a growing vehicle software platform. Co-listed with Applied Intuition and Stellantis at STLA Brain, indicating both collaboration and competition for the same SDV stack real estate.
- Bosch: Global Tier-1 supplier offering ADAS, vehicle software, and cross-domain computing solutions to OEMs. A broad incumbent whose integrated hardware + software offerings compete with Applied Intuition's Vehicle OS for OEM software platform mandates.
- Aptiv: Tier-1 supplier of advanced vehicle architecture, ADAS, and software-defined vehicle solutions (Wind River, SVA). Comparable as a broad incumbent offering overlapping vehicle OS, ADAS, and middleware capabilities to the same automotive OEM customers.
Emerging players
- Kodiak Robotics: Autonomous trucking company developing the Kodiak Driver for hub-to-hub freight operations. Comparable as an emerging L4 trucking competitor that intersects with Applied Intuition's commercial trucking partnerships (Isuzu, TRATON) at the autonomy-stack layer.
- Pony.ai: Autonomous driving technology company with robotaxi, trucking, and licensing programs. Comparable as an emerging player in end-to-end autonomous driving that overlaps with Applied Intuition's SDS across multiple geographies and use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat9 records
Key risks6 records
Key highlights7 records
Customer concentration
Applied Intuition social profiles
Digital presenceApplied Intuition compliance and trust
Trust signalCompliance1 record
Applied Intuition financial estimates
Financial estimateRevenue estimate
Valuation estimate
Applied Intuition leadership team
Management profileNumber of profiles
Profiles10 records
Applied Intuition subsidiaries and ownership
Company hierarchySubsidiaries4 records
Applied Intuition funding detail
Funding detailFunding overview
Funding rounds9 records
Investors39 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Applied Intuition M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Applied Intuition
What does Applied Intuition do?
Applied Intuition provides an end-to-end software platform for safely developing, testing, and deploying autonomous vehicles and physical AI systems at scale. The platform spans three core areas: Tools for Vehicle Intelligence (Axion-based simulation, data, and validation toolchain), Vehicle OS (AI-defined middleware and software foundation), and Self-Driving System (end-to-end autonomy stack for L2+ through L4). It is hardware-agnostic across sensors and compute platforms, and serves automotive OEMs, defense agencies, and industrial customers across trucking, mining, construction, and agriculture.
Is Applied Intuition a public or private company?
Applied Intuition is a private company. It is classified as venture growth investor backed and is currently operating.
When was Applied Intuition founded?
Applied Intuition was founded in 2017. It employs 1,001 to 5,000 people.
Where is Applied Intuition based?
Applied Intuition is headquartered in Mountain View, United States, in the North America region.
How does Applied Intuition make money?
Four revenue lines are on record. Enterprise Software Licenses and Multi-year Programs are the primary driver. The others are multi-Year Strategic Partnership Programs, vehicle OS / Platform Licensing Across Programs and annual Recurring Revenue (ARR) from Long-Term Contracts.
Who are Applied Intuition's main competitors?
Direct peers on record are Wayve, Mobileye, Aurora Innovation and Woven by Toyota. Broad incumbents are NVIDIA (DRIVE), Qualcomm Technologies, Bosch and Aptiv. Emerging players are Kodiak Robotics and Pony.ai.
Does Applied Intuition have an API?
No public API is recorded for Applied Intuition.
What industry is Applied Intuition in?
Applied Intuition's product category is Autonomous Vehicle Software. Its primary akta.pro industry code is HDAAAEAI, Autonomous Driving & ADAS Perception, with a secondary code of HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management). Its NAICS code is 541512 and its SIC code is 7372.