# Applied Intuition
Software company that powers real-world simulations for autonomous systems, allowing users to train, test, and fine-tune AI decision-making before deployment. Originally focused on commercial autonomous vehicles, now aggressively expanding into defense — the quintessential [[Dual-Use AI]] company. Backed by [[Andreessen Horowitz]] through the [[American Dynamism]] practice.
## Key Facts
- **Valuation:** $15B (Series F, June 2025).
- **$600M Series F** co-led by [[BlackRock]] and [[Kleiner Perkins]], with [[Qatar]] Investment Authority, Abu Dhabi Investment Council, General Catalyst, Lux, Elad Gil, Mary Meeker's Bond fund.
- **$250M Series E** (March 2024) at $6B, with a16z, Lux Capital, General Catalyst, Elad Gil, Porsche Investments.
- Offices in Washington D.C., Germany, South Korea, Japan — positioned for allied defense markets.
- Added **senior DOD leaders** to its National Security and Defense Advisory Board.
## Defense Applications
### The 10-Day Challenge
Applied Intuition was asked by the U.S. Army to bring autonomous technology to its vehicles. The company took an infantry squad vehicle from "bare bones" to autonomous in just **10 days** — a demonstration of commercial-first development speed applied to military systems.
### Simulation for Military Autonomy
Applied Intuition's core product — simulation environments for autonomous systems — translates directly to military applications:
- Training autonomous drones, ground vehicles, and naval vessels
- Testing AI decision-making in simulated combat environments
- Validating autonomous behaviors before real-world deployment
This is the same playbook as [[Anduril]]'s [[Anduril Lattice]] platform: build a commercial AI infrastructure that the Pentagon can adopt without starting from scratch.
## The Dual-Use Playbook
Applied Intuition exemplifies the [[Dual-Use AI]] strategy that defines post-2018 defense tech:
1. Build for the larger commercial autonomous vehicle market
2. Use commercial revenue to fund R&D
3. Adapt the technology for defense applications
4. Win military contracts at commercial-grade speed and price points
The $15B valuation is driven primarily by commercial AV business, but the defense expansion is where the growth thesis gets interesting for investors — and where the ethical questions start.
## See Also
- [[Andreessen Horowitz]]
- [[American Dynamism]]
- [[Dual-Use AI]]
- [[Anduril]]
- [[Defense Innovation Unit]]
- [[Defense Tech as Asset Class]]