Competition and the AI Tailwind

We got rare access inside Applied Intuition’s commercial garage with Co-Founders CEO Qasar Younis and CTO Peter Ludwig, where they’re building AI systems that power cars, trucks, mining equipment, defense systems, and more.

In a never-before-seen tour to the public, Applied Intuition showcases where/how real machines across industries are being rebuilt with AI.

Valued at $15B, Applied Intuition is one of the most important companies in physical AI, powering 18 of the top 20 global automakers and deploying autonomy across automotive, trucking, construction, agriculture, and defense.

Inside this garage, you’ll see:

• Self-driving cars, trucks, & heavy machinery

• Autonomous mining & construction operations

• Defense systems & remote-controlled fleets

• A unified operating system running across every machine

Qasar and Peter break down how one platform can run everything from a car to a boat to a mining site, and why the future of AI is no longer just software, but systems that move the real world.

This is what “atoms” looks like.

Qasar Younis: https://x.com/qasar

Peter Ludwig: https://www.linkedin.com/in/peterwludwig

Molly O’Shea: https://x.com/MollySOShea 

Sourcery: ⁠https://x.com/sourceryy 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube : https://youtu.be/XhuG-xhw94A

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev 

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Disclosure

Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Inside Applied Intuition physical AI garage

(03:00) Cars are a wiring mess

(04:31) Why modern architecture matters

(06:30) From simulators to autonomy

(07:50) Real-time autonomous operations

(08:34) AI solving labor shortages

(10:09) The mobile AI command center

(12:50) How defense became a core focus

(16:20) Becoming more public

(17:10) Connecting mines, ports, and roads

(19:07) Driverless trucks in Japan

(20:09) Why they don’t operate in China

(21:40) Which country is adopting fastest?

(23:00) Scaling a 1400-person AI company

(25:43) New vs old AI players

(27:49) "Bits are out, Atoms are in"

(29:40) Physical AI is just getting started

(32:06) The "Japan corner"