🚀 **a16z: Applied Intuition Launches Dana, Betting on 'A Billion Intelligent Machines'**

• Applied Intuition — valued at **$15B** — launched **Dana**, an agentic platform layered on nine years of simulation, OS, and intelligence infrastructure for autonomous machines.
• The company already serves **18 of the top 20** non-Chinese automakers plus the U.S. Army and Navy, nearly doubling revenue yearly on roughly **$1B** raised.
• _a16z_ frames Dana as the tool-to-platform shift: any manufacturer can now upgrade decades-old equipment or design machines no longer built around a human driver.

**💡 Why it matters:** As AI capex increasingly targets the physical economy, Dana signals that scarce value is shifting from raw model capability to the agentic infrastructure that lets manufacturers safely deploy autonomy at scale — a platform bet a16z is backing directly.

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