Younis: There is no path to autonomy without vehicle manufacturers
Qasar Younis · No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig · Jun 17, 2025 · at 5:14
Applied Intuition co-founder Qasar Younis explains his founding thesis that autonomy startups cannot succeed without integrating directly with auto OEMs.
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“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”
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More from Qasar Younis
Younis: Chinese Automakers Outperform Tesla on Autonomy and Features
“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.”
Younis: Tesla has solved autonomous business model, but Waymo has not
“The Waymo stuff is super impressive, but it is worth putting an asterisk. The business model hasn't been figured out yet. The Tesla business model has been figured out.”
Younis: FSD-like systems will become standard vehicle features within five years
“So I think general availability on a FSD like system over the next five years is going to be common, just like navigation systems.”
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