There’s a $15 BILLION AI company almost nobody knows about.
It’s called Applied Intuition. And while everyone is fighting for attention in AI coding tools, chatbots, and foundation models, this company has quietly built an estimated $830 million ARR business, doubling in just one year.
Here’s the crazy part: most of its revenue no longer comes from the industry it started in.
Applied began by building simulation software for self-driving cars. Today, its technology powers the development of intelligent cars, trucks, military vehicles, mining equipment, and agricultural machinery.
Its ambition? To become the software infrastructure behind the entire physical AI revolution.
And its CEO, Qasar Younis, believes the company could eventually be worth $100 BILLION.
Ruben Dominguez and I sat down with Qasar for a 52-minute conversation to understand how he built one of the most successful, yet least-known, AI companies in the world.
We broke down his entire playbook: how he identified the initial opportunity, scaled into new industries, built a three-layer AI product platform, and why he now believes distribution could unlock the company’s next chapter.
In this guide, you’ll discover:
How Applied found a buyer-funded wedge in automotive AI.
Why physical AI could be a much bigger opportunity than coding tools.
The three-layer product stack behind its estimated $830M ARR.
How Qasar thinks about capital, investors, and building a $100B company.
The customer learning system behind Applied’s growth.
Why founder-led distribution could become its next competitive advantage.
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