TL;DR: Applied Intuition is repositioning from automotive simulation vendor to "physical AI" infrastructure platform, expanding from passenger cars into trucking (TRATON), mining (Komatsu), defense (Warship OS, drone swarms), and in-car infotainment (Stellantis). Sacra estimates Applied Intuition hit $830M in ARR in 2025, up 2x from $415M in 2024, valued at $15B at its June 2025 Series F for an 18x forward revenue multiple. For more, check out our full report and dataset on Applied Intuition...