Applied Intuition
Applied Intuition, Inc. is powering the future of physical AI. Founded in 2017 and now valued at $15 billion, the Silicon Valley company is creating the digital infrastructure needed to bring intelligence to every moving machine on the planet. Applied Intuition services the automotive, defense, trucking, construction, mining and agriculture industries in three core areas: tools and infrastructure, operating systems, and autonomy. Eighteen of the top 20 global automakers, as well as the United States military and its allies, trust the company’s solutions to deliver physical intelligence. Applied Intuition is headquartered in Sunnyvale, California, with offices in Washington, D.C.; San Diego; Ft. Walton Beach, Florida; Ann Arbor, Michigan; London; Stuttgart; Munich; Stockholm; Bangalore; Seoul; and Tokyo. Learn more at applied.co.www.appliedintuition.com
15
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Search complete. 15 mentions across 8 episodes found for "Applied Intuition".
Sep 5, 2026
Grayson BrulteHOST
The foreign autonomy desk is great this week.
Grayson BrulteHOST
I've said this many times to Kasser and Peter, who were the co-founders of Applied Intuition.
Grayson BrulteHOST
Applied Intuition is the most interesting company in autonomy.
Grayson BrulteHOST
And for those that put my money where my mouth is, Kasser and Peter have been on the Road to Autonomy podcast more than any other guest, and they are coming back.
Grayson BrulteHOST
And once again, Applied Intuition continues to make really great news.
Grayson BrulteHOST
This week, they announced a partnership with Humon, which is a wholly subsidiary of the PIF, the Public Investment Fund in the Kingdom of Saudi Arabia.
Grayson BrulteHOST
Well, they'll be partnering to deploy autonomous trucks and building an autonomous freight corridor in the kingdom of Saudi Arabia.
Grayson BrulteHOST
Their stack is clearly scaling.
Grayson BrulteHOST
The foreign autonomy desk is great this week.
Grayson BrulteHOST
I've said this many times to Kasser and Peter, who were the co-founders of Applied Intuition.
Grayson BrulteHOST
Applied Intuition is the most interesting company in autonomy and for those that put my money where my mouth is caster and peter have been on the road to autonomy podcast more than any other guest and they are coming back and once again applied intuition continues to make really great news this week they announced a partnership with human which is a holy subsidiary of the pif the public investment fund in the kingdom of saudi arabia Well, they'll be partnering to deploy autonomous trucks and building an autonomous freight corridor in the kingdom of Saudi Arabia.
Grayson BrulteHOST
Big move there for Applied.
Grayson BrulteHOST
Their stack is clearly scaling.
Grayson BrulteHOST
And for those that want to go back in the Wayback Machine with us, do not forget.
Grayson BrulteHOST
Applied Intuition bought Embark.
Grayson BrulteHOST
So part of this is built on the old Embark stack.
Abdul Majid AwanHOST
and US startup Together AI will use 250 MW and 120,000 chips from a Humane data center, expecting the capacity to generate $5 billion annually.
Abdul Majid AwanHOST
Humane also formed a joint venture with Applied Intuition targeting thousands of driverless trucks on Saudi roads by 2030.
Werd BadawiHOST
Humane also launched Humane Voice, allowing users to interact with AI across Arabic dialects alongside virtual co-worker Humane Crew.
Werd BadawiHOST
Created by 20-year-old Saudi engineer Khaled Al Shamari, the announcement underlined Leap's broader focus on infrastructure, localized AI, and Saudi technology talent.
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DanielCORRESPONDENT
El argumento es que la capa de inteligencia como commodity ya es suficientemente barata y que el valor está emigrando hacia el factor de forma, los sensores y la integración con el mundo físico.
DanielCORRESPONDENT
Esa es precisamente la carrera que reflejan tanto el MicroDOC de Hugging Face como el acuerdo de camiones entre Humane y Applied Intuition.
DanielCORRESPONDENT
Y sobre la cuestión del empleo, el CEO de ADP tomó posición directamente.
DanielCORRESPONDENT
El máximo ejecutivo de la compañía le dijo a Fortune que la conversación real no es sobre cuántos empleos elimina la IA, sino sobre los canales de preparación, la velocidad de reconversión, la portabilidad de credenciales y si las organizaciones pueden reubicar a sus trabajadores en roles adyacentes a la IA antes de que el desplazamiento se vuelva estructural.
DanielCORRESPONDENT
El dinero está estructurado como un programa de asociación en el que las startups seleccionadas integrarán sus herramientas directamente en los flujos de trabajo del gobierno.
DanielCORRESPONDENT
Y en el Golfo, la firma saudí de IA Humane se ha asociado con Applied Intuition para desarrollar tecnología de camiones autónomos, con Bloomberg reportando que el acuerdo apunta a rutas de carga comercial en todo el reino.
DanielCORRESPONDENT
Es la señal más reciente de que Humane, respaldada por el Fondo Soberano de Riqueza Saudí, avanza rápidamente más allá de la inversión en centros de datos y se adentra en sistemas de IA física.
Edo SegalHOST
Para profundizar en las consecuencias políticas del incidente de coordinación de IA, de vuelta con Amber.
DougDougHOST
You can steel man it,
AidenHOST
eh? Hey! One thing I find funny about this, especially after going to Applied Intuition, look, I'm a simple man.
AidenHOST
I see a video of a robot playing tennis and moving around.
AidenHOST
I still think that's cool.
AidenHOST
Part of me still thinks that's cool.
AidenHOST
Yeah.
AidenHOST
But I remember a point of discussion we had at Applied Intuition, which is they had this back area that we weren't allowed to see that had robots that they were working on, different form factors of robots.
AidenHOST
And one of the ones is in the background of the interview we do in that episode, and it is a human form factor robot.
Jeson LeeGUEST
Yeah, exactly.
Jeson LeeGUEST
And then, you know, but applied intuition ended up acquiring the company for nothing.
speaker_2UNKNOWN
Okay.
speaker_2UNKNOWN
Right? So...
15 MINS LATER
Jeson LeeGUEST
So, yeah, it's only been a few months.
Jeson LeeGUEST
But right now we have close to 30... we call them explorers.
Jeson LeeGUEST
So people who are, you know, people who are exploring building their next company coming from places like 1X, Dyna Robotics, Applied Intuition, Waymo, SpaceX, NVIDIA, Zoox.
Augustin SayerHOST
Wow.
KyleHOST
There's a lot of simulated environments and they're using it in a lot of cases for training these systems.
KyleHOST
I know Applied Intuition has some of these types of products that do more simulations for physical real world robots and cars and devices.
KyleHOST
And there are others too.
KyleHOST
Of course, a simulated environment is not the real world environment, but that seems like the high order assumption that you'd need to prove in order to build a big business here.