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2025 was the year Applied Intuition accelerated the shift to physical AI. We deployed intelligence further into more industries with next-generation tractors, mining trucks, submersibles, tanks, trucks, fighter jets, and more. This was the year Applied Intuition launched new autonomy stacks, scaled real-world deployments, and broadened intelligence to more machines across the world.
Accelerating the Shift
Software-defined vehicles, physical AI, and intelligent, connected machines advanced in every domain. Against this backdrop, customers used Applied Intuition’s products to bring intelligence to roads, mines, factories, and operating environments worldwide.
This year’s milestones spanned new products in physical AI, large-scale customer deployments, expansion into new markets and offices, key leadership additions, and a major Series F funding round that will fuel our next phase of growth.
Numbers Tell the Story
In 2025, Applied Intuition and its customers pushed the scale and impact of vehicle intelligence to new heights:
- Customers conducted more than 50 million simulations, covering billions of driving miles, validating edge cases and rare scenarios that would be infeasible to encounter safely on real roads.
- Applied Intuition scaled its platforms toward handling hundreds of petabytes of training data and processed millions of frames through Applied Intuition’s stack, improving perception, planning, and control performance across diverse environments.
- Applied Intuition’s platforms served trillions of requests across products and services as customers scaled their autonomy and vehicle software workflows from prototype to production.
Expanding Our Physical AI Product Portfolio
In 2025, Applied Intuition launched a new generation of products that power autonomy from the stack to the cabin and across domains. These launches give customers a unified way to develop, validate, and deploy AI-driven applications for the real world across both commercial and defense applications.
Some highlights:
- SDS for Automotive: End-to-end ADAS and autonomy stack for passenger vehicles, combining a unified neural architecture, white-box transparency, and a powerful data engine to help automakers achieve human-like driving behavior at scale.
- Cabin Intelligence: Developed with Stellantis to bring vehicle intelligence into the cabin and redefine in-vehicle infotainment, enabling more personalized and continuously improving experiences for drivers and passengers.
- Axion Tooling and Infrastructure: An all-domain data engine and simulation toolkit that develops and validates next-generation autonomous systems in a continuous loop, accelerating speed from design to deployment across land, air, sea, and space.
- Acuity Ground, Air, and Maritime Autonomy: An end-to-end autonomy stack for ground, air, and maritime systems that enables platform control, collaborative multi‑vehicle operations, and resilient mission execution even in contested, jammed, or denied environments.
Turning Strategic Partnerships into Real-World Autonomy Deployments
Customer partnerships in 2025 showed how we are deploying intelligence across commercial vehicles, mining, passenger cars, and defense. These multi-year engagements turn software capabilities into concrete value for fleets, operators, and end users, including:
- TRATON Group for commercial vehicles: Deploying a vehicle software platform and developer toolchain across brands including Scania, MAN, International, and Volkswagen Truck & Bus, using Applied Intuition’s Vehicle OS, AI-powered tooling, and cloud-native virtual testing to deliver full software-defined vehicle capabilities.
- Komatsu for mining: Supporting Komatsu’s largest-ever technology investment to transform mining operations, combining Komatsu’s equipment and domain expertise with Applied Intuition’s simulation, autonomy, and software tools to improve safety, productivity, and efficiency.
- Stellantis for in-cabin experience: Redefining intelligent in-vehicle infotainment and the in-cabin experience by pairing Stellantis’s global vehicle platforms with Applied Intuition’s software and AI capabilities to power new, software-defined experiences.
- Isuzu for trucking: Accelerating development and validation of advanced driver assistance features for commercial vehicles and powering two seven‑day demos for the Japanese government, with each covering 1,800 km of autonomous driving and executing 92 terminal maneuvers.
- SNC for expeditionary air defense: Integrating Applied Intuition’s Vehicle OS, Acuity Ground Autonomy, and Axion Mission Control into SNC’s Expeditionary Area Air Defense systems to deliver autonomous counter‑UAS and missile defense capabilities that shorten response times, reduce personnel risk, and accelerate fielding of combat‑ready air defense.
Across defense and national security, customers used Applied Intuition’s tools and autonomy stacks to bring all-domain autonomy to operating environments. From uncrewed aerial systems to tactical ground vehicles, these programs demonstrated how vehicle intelligence can help warfighters operate with greater precision, situational awareness, and speed. One project built and fielded autonomy for a military vehicle in just 10 days, showing how Applied Intuition’s autonomy stacks, simulation, and data tools can dramatically compress deployment timelines. In another program, Applied Intuition and AEVEX Aerospace demonstrated autonomous Launched Effects capabilities for the U.S. Army — Applied Intuition was the only demo participant to hit all targets — showing how collaborative autonomy can execute complex scout and strike missions in contested environments.
EpiSci Integration Expands All-Domain Defense Autonomy
The acquisition of EpiSci positioned Applied Intuition as a leading autonomy software provider across land, air, sea, and space. EpiSci’s tactical AI and trusted autonomy software—proven in applications such as AI-piloted fighter jets, drone swarms, and maritime tracking—are being integrated into Applied Intuition’s simulation, validation, and data management products.
Evolving Leadership to Support the Next Stage of Growth
To support growing customer demand, Applied Intuition bolstered its leadership team in 2025 with moves reflecting a company entering its next phase of scale while maintaining a strong technical and design focus.
The company elevated long-time leader Varun Mittal to President, reflecting his track record helping build vehicle software, serve customers, and grow Applied Intuition from an early-stage startup to a global physical AI leader.
Design and financial leadership deepened with two key additions. Karl Heiselman joined as Head of Design, bringing extensive experience shaping global brands and creative teams. Karl’s role underscores the company’s commitment to pairing world-class engineering with world-class design to create better products and experiences for customers.
Brian Dong joined as CFO, bringing a rare combination of deep technical training and high-stakes finance experience to guide the financial strategy of a rapidly scaling, multi‑industry leader. An electrical engineer by training who later helped steward public market debuts for companies such as Tesla, Coinbase, and Twitter, Brian views finance as a strategic partner that allocates capital to the highest‑value opportunities.
Growing Our Global Footprint to Be Closer to Customers
Applied Intuition expanded its global footprint in 2025 to be closer to customers and talent. New and expanded offices created hubs for engineering, customer collaboration, and regional growth.
Across functions, Applied Intuition nearly doubled its team in 2025, adding talent in engineering, product, go-to-market, and operations to better serve customers globally. This growth supports both new product development and closer, hands-on collaboration with partners across industries.
In the United Kingdom, Applied Intuition opened a London office to deepen its commitment to customers across the UK and Europe, with a particular focus on defense, security, and sovereign autonomy. The UK team is building local engineering capabilities and supporting mission-critical programs across land, air, sea, and space. One example: Applied Intuition partnered with Kraken Technology Group to use Axion Sim for integrating, testing, and certifying full autonomy in UK sovereign unmanned surface vessels operating in challenging littoral and deep-sea conditions.
Applied Intuition also opened new offices in Ann Arbor and Bangalore and moved into a new headquarters in Sunnyvale, creating more space for R&D and cross-functional collaboration. Together, these expansions form a global network that supports customers in automotive, trucking, construction, mining, agriculture, and defense from key regions worldwide.
Series F Fuels the Next Phase of Vehicle Intelligence
A major milestone of 2025 was Applied Intuition’s Series F fundraise and tender offer at a $15 billion valuation. The round was co-led by BlackRock-managed funds and accounts and Kleiner Perkins, with participation from a broad set of new and existing global investors.
This funding marked the start of the next phase for Applied Intuition, enabling deeper product expansion across the toolchain, Vehicle OS, and autonomy stacks, as well as continued global team growth. It also reaffirmed Applied Intuition’s position as the leading vehicle intelligence company, serving 18 of the top 20 global automakers and major programs across the U.S. Department of Defense.
A Pivotal Year—and the Beginning of the Next Chapter
Many words could describe Applied Intuition’s 2025, but one stands out: pivotal. It was a year that proved vehicle intelligence can transform how vehicles are designed, built, and operated across every domain.
Applied Intuition enters 2026 with an expanded product portfolio, deeper partnerships, and a team ready to accelerate our mission to build physical AI that moves the world forward. To be part of this next phase, visit our careers page.
