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The $15B Physical AI Company: 4 stack rewrites, end-to-end RL, neural sim, android for vehicles, trucks in Japan Applied Intuition co-founders Qasar Younis (CEO) and Peter Ludwig (CTO) explain why physical machines today look like phones before Android, why the real bottleneck in physical AI is deployment on constrained... show more

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11,660 次观看 • 6 个月前 •via X (Twitter)

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BREAKING: Rare Look Inside Applied Intuition’s $15B Physical AI Garage Cars, trucks, mining, construction, agriculture, sea, defense "Bits are out, Atoms are in" Everything that moves will be automated. Co-Founders Qasar Younis Younis (CEO) & Peter Ludwig (CTO) give us the first public-facing tour inside Applied Intuition's garage.. where they’ve been quietly building autonomous AI systems across nearly every industry 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Applied Intuition physical AI garage (03:00) Cars are a wiring mess (04:31) Why modern architecture matters (06:30) From simulators to autonomy (07:50) Real-time autonomous operations (08:34) AI solving labor shortages (10:09) The mobile AI command center (12:50) How defense became a core focus (16:20) Becoming more public (17:10) Connecting mines, ports, and roads (19:07) Driverless trucks in Japan (20:09) Why they don’t operate in China (21:40) Which country is adopting fastest? (23:00) Scaling a 1400-person AI company (25:43) New vs old AI players (27:49) "Bits are out, Atoms are in" (29:40) Physical AI is just getting started (32:06) The "Japan corner"

BREAKING: Rare Look Inside Applied Intuition’s $15B Physical AI Garage Cars, trucks, mining, construction, agriculture, sea, defense "Bits are out, Atoms are in" Everything that moves will be automated. Co-Founders Qasar Younis Younis (CEO) & Peter Ludwig (CTO) give us the first public-facing tour inside Applied Intuition's garage.. where they’ve been quietly building autonomous AI systems across nearly every industry 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Applied Intuition physical AI garage (03:00) Cars are a wiring mess (04:31) Why modern architecture matters (06:30) From simulators to autonomy (07:50) Real-time autonomous operations (08:34) AI solving labor shortages (10:09) The mobile AI command center (12:50) How defense became a core focus (16:20) Becoming more public (17:10) Connecting mines, ports, and roads (19:07) Driverless trucks in Japan (20:09) Why they don’t operate in China (21:40) Which country is adopting fastest? (23:00) Scaling a 1400-person AI company (25:43) New vs old AI players (27:49) "Bits are out, Atoms are in" (29:40) Physical AI is just getting started (32:06) The "Japan corner"

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BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks

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Qasar Younis was COO of Y Combinator when Sam Altman was its president. Peter Ludwig was an early engineer on Android Automotive at Google. Both are Detroit guys with family roots at General Motors. In 2017, they started Applied Intuition to make a billion machines intelligent. Putting intelligence into a machine is one of the hardest problems in technology. A car, a tractor, and a mining vehicle each have different hardware, different sensors, and lives on the line if the software fails. So instead of building one machine, they built the technology that goes into all of them. Cars, trucks, defense vehicles, mining equipment, combines, robots. Like Nvidia sells chips into everyone else's machines, Applied Intuition sells intelligence. They are the only company in the world that does this across all of these industries. They have raised about a billion dollars. They have never spent any of it. Qasar believes that when we look back 25 years from now, the most important companies in the world will all be physical AI companies. Last week they launched Dana, an agent platform built to get there faster. Enjoy! Qasar Younis Applied Intuition Timestamps: 0:00 Intro 4:08 Why Physical AI Will Be Enormous 5:54 What Applied Intuition Actually Builds 9:25 Timing the Autonomous Revolution 13:59 From Tools to a Full AI Stack 21:40 Why Chatbots Can’t Build Robots 25:18 The Physical AI Data Flywheel 28:19 The Moat Behind Machine Intelligence 30:13 What’s Slowing Physical AI Down? 32:30 Applied Intuition’s Business Model 36:10 Competing in a Massive Market 39:24 The Hardware Renaissance 41:09 Why They Raised $1 Billion 43:49 A World Filled With Intelligent Machines

Qasar Younis was COO of Y Combinator when Sam Altman was its president. Peter Ludwig was an early engineer on Android Automotive at Google. Both are Detroit guys with family roots at General Motors. In 2017, they started Applied Intuition to make a billion machines intelligent. Putting intelligence into a machine is one of the hardest problems in technology. A car, a tractor, and a mining vehicle each have different hardware, different sensors, and lives on the line if the software fails. So instead of building one machine, they built the technology that goes into all of them. Cars, trucks, defense vehicles, mining equipment, combines, robots. Like Nvidia sells chips into everyone else's machines, Applied Intuition sells intelligence. They are the only company in the world that does this across all of these industries. They have raised about a billion dollars. They have never spent any of it. Qasar believes that when we look back 25 years from now, the most important companies in the world will all be physical AI companies. Last week they launched Dana, an agent platform built to get there faster. Enjoy! Qasar Younis Applied Intuition Timestamps: 0:00 Intro 4:08 Why Physical AI Will Be Enormous 5:54 What Applied Intuition Actually Builds 9:25 Timing the Autonomous Revolution 13:59 From Tools to a Full AI Stack 21:40 Why Chatbots Can’t Build Robots 25:18 The Physical AI Data Flywheel 28:19 The Moat Behind Machine Intelligence 30:13 What’s Slowing Physical AI Down? 32:30 Applied Intuition’s Business Model 36:10 Competing in a Massive Market 39:24 The Hardware Renaissance 41:09 Why They Raised $1 Billion 43:49 A World Filled With Intelligent Machines

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.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns

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