The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 26 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Younis: Most Bay Area startups are hobby projects, not serious businesses
“I think most companies in the Bay Area are, you know, are more hobby projects than they are, like, earnest, serious businesses, and it's kind of like, we'll take a swing on this, and I don't mean to disrespect my own, you know, my co, I'm in the fraternity of …”
Younis: AI Industry Is in an Opulent Bubble and a Pullback Is Coming
“The cost structure that we're currently seeing from whether it's from how much we spend on model training and development to employees to where we're at that phase of the bubble where it's like, you know, like the, all the opulence in the companies is what peo…”
Younis: Applied Intuition will likely never operate in China
“China's the only country that I think we probably won't be in maybe ever, but certainly anytime soon.”
Younis: Physical AI will outshine early LLMs over the next 25 years
“I think the physical world and AI going into that is, I think when we look back, I think that's going to be the bigger story. And then look back 25 years from now.”
Ludwig: Gen-II autonomous vehicle will be commercialized by 2027
“This is being commercialized in, in the next year”
Younis: Waymo closed trucking because old AV architectures required discrete systems
“Waymo used to be in self-driving trucks, and then they closed that team down because the old way of building self-driving, those are two almost discrete systems. Different sensor placement, you know, different vehicle type was enough To make it actually just d…”
Ludwig: Applied Intuition provides data collection kits to US Navy
“With the Navy, we do this thing called the data edge collection kit. So it's, Basically a system to enable the Navy to do modern data collection for training their own AI models.”
Ludwig: AI proficiency is replacing software engineering domain specialization
“I think the, it's becoming a little bit less important now to be, let's say, a specialist software engineer in a given field, because The AI tools, they can turn you into a specialist much more quickly, but you need to be an expert in the AI tool use itself, a…”
Younis: Applied Intuition does not use raised capital for payroll
“Yeah, we use some for M&A, but then we make money, and it kind of, like, that's the, you know, but yeah, roughly, that's roughly the truth, and we're not using our capital to, like, pay payroll and things like that.”
Younis: The belief that defense tech requires years of planning is false
“I think this view that everything's gonna take a long, long, long time, and it requires, you know, many, many years of planning is, this is false. And I think, especially within the reality of today, This technology needs to get out there faster and faster and…”
Applied Intuition software serves 18 of the top 20 auto OEMs
“They have cracked the code in selling to, you know, the top 20 auto OEMs. I think it's 18 out of 20 are customers.”
Ludwig: Applied Intuition runs one operating system across tractors, mining, and construction
“So the same operating system and platform Really runs across all of these vehicle types. So like literally on this tractor, and then over here, if you take a look there, this is actually we're showing re in real time. We have actual construction and mining equ…”
Ludwig: Future of Mining and Construction Will Be Fully Autonomous
“So the future of mining and eventually construction is going to be these fully autonomous operations, where labor shortage is a real problem in the industry, and so this allows a very small number of people to control a huge number of vehicles.”
Younis: Applied Intuition operates driverless trucks in Japan right now
“We are, we have driverless trucks running in Japan right now.”
Ludwig: Applied Edge Packages Defense Tools to Run Completely Off-Grid
“This is our mobile command center, and so all of the development tools and infrastructure that we are typically able to use to build interesting defense technologies at, say, in an office environment, all of that is packaged up and can run completely offline, …”
Younis: Applied Intuition will connect automated mine-road-port supply chain
“I think in the near future, yeah, it's only a matter of time, I think, that we have, like, a mine, a road, and a port, and all connects, and we have, You know, we have automation in all three of those.”
Ludwig: Applied Intuition Is Remotely Controlling Patrol Boats in the Ocean
“We have actual boats out in the ocean which we are remotely controlling and doing a patrol operation.”
Younis: 18 of top 20 global automakers use Applied Intuition
“Of the top 20 global automakers, 18 are our customers, so vast majority of the industry is using some components here to, You know, modernize their actual products from just tooling to the full operating system to intelligent cabin to autonomy.”
Ludwig: Applied Intuition retrofitted Army vehicles for autonomous driving in 10 days
“In 10 days, we had a very small team retrofit our vehicle operating system and our SDS, or self-driving system, onto the vehicles, and then yeah, at 10 days, we showed them a video of these infantry squad vehicles driving autonomously out, out in a test enviro…”
Younis: Applied Intuition has barely touched its venture capital funding
“Yeah, we're still in that phase, which is great, which we're super happy about.”
Younis: Applied Intuition has 1,400 employees, including 1,000 engineers
“Globally, we're at something like a little under 1400 about a thousand of those are our engineers.”
Younis: Applied Intuition works with all major US military branches
“We work with all the, you know, major branches of the military, we also work with primes, there's projects we sub on, there's other projects they sub with us on, but
We're really everywhere in the defense ecosystem in the U.S.”
Ludwig: Transformer advances prompted Applied Intuition's physical AI expansion
“One was transformers. That were originally successful for large language models, like you heard about Anthropic and OpenAI those started to have an impact on self-driving technology and robotics, and we thought that was really interesting, and then on top of t…”
Younis: Applied Intuition employs over 40 former CTOs and founders
“Yeah, we have yeah, ex-CTOs or co-founders of that company.”
McCord: Applied Intuition had 18 of the top 20 automotive OEMs as customers
“I, you know, and I worked at applied intuition. They had this incredible Slogan that I think it was just, you know, 18 of the top 20 automotive OEMs in their case, you know, trusted applied intuition, used applied intuition, like crazy stat. They literally had…”