๐ a16z: Applied Intuition Launches Dana, Betting on 'A Billion Intelligent Machines'
โข Applied Intuition โ valued at $15B โ launched Dana, an agentic platform layered on nine years of simulation, OS, and intelligence infrastructure for autonomous machines.
โข 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.
โข 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.
๐ก 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 โ a platform bet a16z is backing directly.
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