Applied Intuition
Vehicle intelligence and simulation software company expanding into defense with autonomy products for DoD programs.
Applied Intuition builds vehicle intelligence software — simulation, a Vehicle OS, and autonomy stacks — originally for autonomous-vehicle developers, now expanding into defense, trucking, construction, mining, and agriculture. Co-founded in 2017 by CEO Qasar Younis (former Y Combinator COO) and CTO Peter Ludwig. Closed a $600M Series F (co-led by BlackRock-managed funds and Kleiner Perkins) at a $15B valuation in June 2025. The company has pushed further into defense work, including acquiring EpiSci and launching the Axion and Acuity defense products; its software underpins several major DoD programs.
Overview
- Headquarters
- Sunnyvale, CA
- Founded
- 2017
- Employees
- 1,000+ engineers (official); ~1,300 total (reported)
- Total funding
- $1.2B
- Valuation
- $15B (Series F, June 2025)
- Stage
- Series F
- Status
- active
- Domains
- Autonomy software, Simulation, Defense software
- Website
- www.appliedintuition.com
Founders2
Investors8
- FundGeneral CatalystGlobal VC with dedicated defense and national security practice.
- FundLux CapitalScience and tech VC with deep defense portfolio, early Anduril backer.
- FundBond CapitalMulti-stage VC founded by Mary Meeker, investing in technology and defense companies.
- FundBlackRockGlobal asset manager; invested €50M in IQM Quantum Computers (March 2026) ahead of its US listing.
- FundFranklin TempletonGlobal asset manager (~$1.66T AUM); new investor in Forterra's $238M Series C (Nov 2025), represented by Managing Director James Cross.
- FundQatar Investment AuthoritySovereign wealth fund of the State of Qatar, investing globally across public and private markets including space and defense-adjacent technology.
- FundStripesGrowth-equity firm; co-led Kela Technologies' reportedly-closed $200M round (2026, ~$1.2B valuation).
- FundTribe CapitalData-driven VC investing in defense-adjacent tech including SpaceX and Relativity Space.
Cap table0
Approximate ownership by holder. Indexed holders link to their records.
Raised per round
Valuation over time
Percentages marked ~ are not disclosed. Some are a generic VC-pattern model (founders/team weighted heaviest, option pool lightest, other holders evenly) sized to whatever's left undisclosed — a standard industry shape, not this company's actual cap table.
| Holder | Instrument | Ownership |
|---|---|---|
AdditionReinvested | Investor (existing) | ~19.2% |
Elad GilReinvested | Investor (existing) | ~19.2% |
BONDReinvested | Investor (existing) | ~19.2% |
Lux CapitalReinvested | Investor (existing) | ~19.2% |
General CatalystReinvested | Investor (existing) | ~19.2% |
| Investor (existing) | ~0.3% | |
Fidelity Management & Research CompanyNew | Investor (existing) | ~0.3% |
137 VenturesNew | Series F Preferred (new) | ~0.3% |
BAM ElevateNew | Series F Preferred (new) | ~0.3% |
GreycroftNew | Series F Preferred (new) | ~0.3% |
StripesNew | Series F Preferred (new) | ~0.3% |
Premji InvestNew | Series F Preferred (new) | ~0.3% |
Abu Dhabi Investment CouncilNew | Series F Preferred (new) | ~0.3% |
| Series F Preferred (new) | ~0.3% | |
| Series F Preferred (new) | ~0.3% | |
Kleiner PerkinsNew | Series F Preferred (co-lead) | ~0.3% |
| Series F Preferred (co-lead) | ~0.3% |
Contracts5
- ContractAFWERX Virtual Sensor Optimization (Spectral)Applied Intuition contract to deliver a virtual sensor optimization solution using its Spectral software for the Air Force.
- ContractGround Vehicles Autonomous Pathways II (GVAP-II)Two-year Army-funded OTA prototype agreement for autonomous ground-vehicle R&D, awarded to Applied Intuition Government.
- ContractDoD AI & Autonomy T&E Blanket Purchase AgreementMulti-award, $249M-ceiling BPA to supply AI and autonomy test & evaluation software to the DoD's Joint Artificial Intelligence Center, military services, and other federal agencies.
- ContractCDAO Autonomy Enterprise Platform (AEP)Production OTA (up to $171.1M over 3 years) for Applied Intuition Defense to develop, update, and sustain all-domain autonomous systems infrastructure DoD-wide.
- ContractEnterprise Autonomy Pipeline (Autonomy Factory)Applied Intuition selected by the Department of War's CDAO to build a shared, production-grade software pipeline (the 'Autonomy Factory') for developing, validating, and certifying autonomous systems DoD-wide.
Frequently asked
- What does Applied Intuition do?
- Applied Intuition builds vehicle intelligence software — simulation, a Vehicle OS, and autonomy stacks — originally for autonomous-vehicle developers, now expanding into defense, trucking, construction, mining, and agriculture. Co-founded in 2017 by CEO Qasar Younis (former Y Combinator COO) and CTO Peter Ludwig. Closed a $600M Series F (co-led by BlackRock-managed funds and Kleiner Perkins) at a $15B valuation in June 2025. The company has pushed further into defense work, including acquiring EpiSci and launching the Axion and Acuity defense products; its software underpins several major DoD programs.
- Where is Applied Intuition headquartered?
- Applied Intuition is headquartered in Sunnyvale, CA and was founded in 2017.
- How much funding has Applied Intuition raised?
- Applied Intuition has raised $1.2B in disclosed funding, at a most recent valuation of $15B (Series F, June 2025).
- What does Applied Intuition specialize in?
- Applied Intuition works across Autonomy software, Simulation, Defense software.
- Does Applied Intuition hold government contracts?
- Defense Tech Atlas links Applied Intuition to 5 government contracts and 1 program.
Sources & citations12
12 sources behind every claim
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