Episode 332 | 99% of Autonomy's Impact Is Still Ahead of Us

Qasar Younis, CEO and Peter Ludwig, CTO, Co-Founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss why Applied Intuition continues to be one of the most interesting companies in autonomy.The conversation explores Applied Intuition’s growing portfolio of partnerships, including a major deal with Komatsu and the launch of their new SDS (self-driving system for automotive). Qasar and Peter share how first-principles thinking, diversification across verticals, and a relentless focus on engineering have allowed the company to expand while continually de-risking the business.As OEMs weigh the long-running build-versus-buy debate around autonomous driving systems, China’s automakers are rapidly advancing their capabilities with a strong emphasis on in-vehicle software. From Tesla’s software-driven model to legacy OEMs navigating the transition to software-defined vehicles, this episode of The Road to Autonomy highlights how Applied Intuition’s Vehicle OS and SDS offerings are designed to meet automakers where they are today, while positioning them for what’s next.In a future where software increasingly defines brand and customer experience, Applied Intuition is building the infrastructure that will power both vehicles and autonomy. Episode Chapters0:00 What’s Next for Applied Intuition? 1:44 Self-Driving for Automotive (SDS)7:15 Managing Risks12:45 Komatsu Partnership16:32 Breakthrough Technology 21:38 Vehicle OS23:48 OpenAI Partnership25:05 L2/L2+ Demand32:42 Licensing Autonomous Driving Systems35:18 Maintaining SDS42:50 Cadillac44:09 Does Software Defines a Brand? 46:10 Planning for Automotive Software 49:29 What’s NextRecorded on Friday, September 5, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.