Applied Intuition

“The only company in defense I ever ended up actually investing in is Andrew. You know, there's other companies that are doing things that impact the defense industry, like scale for data labeling or applied intuition or companies like that. But you're the only…”

“You've, you're now at over a thousand people. You're in the hundreds of millions of revenue. You've been profitable the whole time. So you haven't spent a dime. I think of any of the money that you've ever raised, which is Pretty insane.”

“Our view was there's no path to autonomy. There's no path to like this next generation because without the manufacturers in the loop”

“And I think, like, that type of AI experience is, I think, is more fundamentally important than even just getting, you know, Waymo going, or just getting out to, because that's the hidden part of the economy.”

“Yes, our company is it's something we're proud of, is like, 82%? Software engineering is extremely concentrated. It's a very, very technical company.”

“The autonomy stuff, you know, we go to China regularly and we test drive these vehicles. Super impressive. And better than Tesla to be like very, very clear.”

“Porsches are the most profitable cars on the planet. There's 30 to 40,000 dollars in profit per vehicle.”

“So it's not like there's this false view that there's some secret in how to build self-driving tech. Actually within the business, everybody knows how to build it.”

“I think we're probably Waymo's biggest employer outside of Waymo, and Cruise and Tesla, all, all of these organizations.”

“You're taking all these like redundant systems, which are all kind of, you know, poorly managed and built with different software stacks within each of the subcomponents. And you're removing wiring harnesses. I mean, thousands of dollars of physical hardware c…”

“Applied intuition is a fifteen billion dollar. We just raised fifteen billion dollar profitable AI company.”