🚀 Making a Billion Intelligent Machines

🚀 Making a Billion Intelligent Machines
Applied Intuition launched Dana, an agentic platform that lets engineers take a requirement through simulation, testing and hardware validation for autonomous systems in cars, defense, and industrial machinery. The company, valued at $15 billion, now supplies 18 of the 20 leading non-Chinese automakers and has nearly doubled revenue in successive years while preserving most of the roughly $1 billion it has raised. For fintech and investing, it's a reminder that platform economics in physical AI increasingly favor infrastructure suppliers over any single vertically-integrated player — echoing how software captured value in prior tech cycles.
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