Physical AI that Moves the World — Qasar Younis & Peter Ludwig, Applied Intuition

Applied Intuition’s founders reviewed a 10-year physical AI path, with the company valued at $15B. The post cites 30+ products, 18 of the top 20 non-Chinese automakers as customers, and L4 driverless trucks in Japan. The key constraint is onboard deployment: millisecond latency, low power, small models, and safety validation.

Why it matters: HKR-H/K/R all pass: the piece ties a major Physical AI company to real AV deployment with customer, valuation, and L4 details. No new model or major launch is disclosed, so it stays in the 78–84 band.