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 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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.”
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…”
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…”
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.”
Younis: Applied Intuition operates driverless trucks in Japan right now
“We are, we have driverless trucks running in Japan right now.”
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.”
Younis: Physical AI diffuses much slower than browser and mobile software
“Physical AI is very different. The companies are different, the geographies and regulatory environments are different, the machines are different, the cultures are different, and so the diffusion is actually way, way slower, so time becomes a much more importa…”
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: Autonomous data collection vehicles are expanding to global cities
“When I go around Paris, you see data collection vehicles. And you're like, it's even coming here. Like, you know, it's just like not Sunnyvale. And so now, like every city I go to typically with a trained eye, you can see like, oh, that's a data collection. We…”
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.”