---
title: "Applied Intuition revenue and valuation"
description: "Applied Intuition's ARR is estimated at $570M–$1.92B, last reported at $1B. Valued at $15B after raising $1.5B. Funding rounds and competitors."
url: https://www.tryspecter.com/revenue-valuation/applied-intuition.md
canonical_url: https://www.tryspecter.com/revenue-valuation/applied-intuition
publisher: Specter
last_updated: 2026-11-01
---

# Applied Intuition revenue and valuation

Specter estimates Applied Intuition's annual revenue at $570M to $1.92B and its valuation at $13.3B to $18.9B. The company last reported $1B ARR in March 2026 and was priced at $15B in June 2025.

Applied Intuition provides software to develop and validate autonomous vehicle systems.

- Estimated revenue: $570M to $1.92B (October 2026)
- Estimated valuation: $13.3B to $18.9B (October 2026)
- Last reported ARR: $1B (March 2026)
- Total funding: $1.5B
- Founded: 2017
- Headquarters: Mountain View, United States
- Employees: 1,677
- Sector: Autonomy
- Specter Rank: #98,573

## Applied Intuition revenue

Applied Intuition last reported $1B ARR in March 2026. Specter's model puts current ARR between $570M and $1.92B.

| Reported figure | Date | Source |
| --- | --- | --- |
| $1B ARR | March 2026 | [Marc Andreessen calls him "the best AI CEO nobody knows about."](https://www.linkedin.com/posts/nap-lee-70a156240_marc-andreessen-calls-him-the-best-ai-ceo-activity-7436501843809275905-bw9l) (linkedin.com) |

| Month | Specter estimate | Low | High |
| --- | --- | --- | --- |
| October 2026 | $1.04B | $570M | $1.92B |
| September 2026 | $1.01B | $580M | $1.76B |
| August 2026 | $1B | $620M | $1.62B |
| July 2026 | $1.01B | $690M | $1.49B |
| June 2026 | $1B | $700M | $1.42B |
| May 2026 | $1B | $740M | $1.35B |
| April 2026 | $980M | $770M | $1.24B |
| March 2026 | $1B | $830M | $1.2B |
| February 2026 | $260M | $79M | $430M |
| January 2026 | $270M | $77M | $460M |
| December 2025 | $270M | $77M | $460M |
| November 2025 | $240M | $74M | $410M |
| October 2025 | $220M | $78M | $370M |
| September 2025 | $240M | $68M | $410M |
| August 2025 | $210M | $42M | $390M |
| July 2025 | $190M | $38M | $340M |
| June 2025 | $200M | $36M | $370M |
| May 2025 | $152M | $37M | $270M |
| April 2025 | $123M | $37M | $210M |
| March 2025 | $151M | $36M | $270M |
| February 2025 | $158M | $30M | $290M |
| January 2025 | $122M | $27M | $220M |
| December 2024 | $122M | $27M | $220M |
| November 2024 | $112M | $26M | $197M |
| October 2024 | $116M | $26M | $210M |
| September 2024 | $101M | $24M | $178M |

## Applied Intuition valuation

Applied Intuition's valuation rose from $250M at its Series B in September 2019 to $15B at its Series F in June 2025. Specter's live estimate sits between $13.3B and $18.9B.

| Month | Specter estimate | Low | High |
| --- | --- | --- | --- |
| October 2026 | $15.9B | $13.3B | $18.9B |
| September 2026 | $15B | $12.5B | $18B |
| August 2026 | $15B | $12.3B | $18.4B |
| July 2026 | $15B | $12.5B | $18B |
| June 2026 | $15B | $11.4B | $19.7B |
| May 2026 | $15B | $11.3B | $19.9B |
| April 2026 | $15B | $11.4B | $19.7B |
| March 2026 | $15B | $11.2B | $20.1B |
| February 2026 | $15B | $10.6B | $21.1B |
| January 2026 | $15B | $10.8B | $20.9B |
| December 2025 | $15B | $11.3B | $19.9B |
| November 2025 | $15B | $11.3B | $19.9B |
| October 2025 | $15B | $11.6B | $19.4B |
| September 2025 | $15B | $12B | $18.8B |
| August 2025 | $15B | $12.3B | $18.3B |
| July 2025 | $15B | $12.4B | $18.2B |
| June 2025 | $15B | $12.5B | $18B |
| May 2025 | $13.8B | $8.5B | $22.4B |
| April 2025 | $12.7B | $7.99B | $20.2B |
| March 2025 | $11.7B | $7.58B | $18B |
| February 2025 | $10.8B | $7.15B | $16.2B |
| January 2025 | $9.89B | $6.85B | $14.3B |
| December 2024 | $9.1B | $6.46B | $12.8B |
| November 2024 | $8.37B | $6.17B | $11.4B |
| October 2024 | $7.7B | $5.89B | $10.1B |
| September 2024 | $7.09B | $5.55B | $9.05B |

| Reported valuation | Month | Source |
| --- | --- | --- |
| $15B | September 2026 | [forbesgreece.gr](https://www.forbesgreece.gr/epixeiriseis/4011035/applied-intuition-oi-polemistes-ton-dromon) |
| $15B | July 2026 | [cnbc.com](https://www.cnbc.com/2026/05/19/applied-intuition-cnbc-disruptor-50-ranking.html) |
| $15B | June 2025 | Funding round |
| $6B | July 2024 | Funding round |
| $6B | March 2024 | Funding round |
| $3.6B | November 2021 | Funding round |
| $1.25B | October 2020 | Funding round |
| $250M | September 2019 | Funding round |

## Applied Intuition funding rounds

| Date | Round | Raised | Post-money | Lead investors |
| --- | --- | --- | --- | --- |
| 17 Jun 2025 | Series F | $600M | $15B | BlackRock, Kleiner Perkins |
| 25 Jul 2024 | Secondary | $300M | $6B | Undisclosed |
| 11 Mar 2024 | Series E | $250M | $6B | Porsche Investments Management, Lux Capital |
| 11 Nov 2021 | Series D | $175M | $3.6B | Addition, Elad Gil, Coatue |
| 22 Oct 2020 | Series C | $125M | $1.25B | General Catalyst, Andreessen Horowitz, Lux Capital |
| 12 Sep 2019 | Series B | $40M | $250M | General Catalyst |
| 12 Sep 2018 | Series A | $11.5M | Undisclosed | Floodgate, Andreessen Horowitz |
| 5 Sep 2017 | Series A | Undisclosed | Undisclosed | Undisclosed |

## Applied Intuition vs competitors

The autonomous vehicle software market splits between full-stack developers and simulation infrastructure providers.

| Company | Estimated revenue | Estimated valuation |
| --- | --- | --- |
| Applied Intuition | $570M–$1.92B | $13.3B–$18.9B |
| Wayve (wayve.ai) | $127M–$970M | $8.51B–$12B |
| aiMotive (aimotive.com) | $17M–$88M | No estimate |
| Foretellix (foretellix.com) | $2.8M–$15M | $71M–$350M |
| Torc Robotics (torc.ai) | $59M–$320M | No estimate |

## Questions

### What is Applied Intuition's revenue?

Specter estimates Applied Intuition's annual recurring revenue at $570M to $1.92B as of October 2026. Applied Intuition last reported $1B ARR in March 2026.

### What is Applied Intuition's valuation?

Applied Intuition's latest post-money valuation is $15B, from a June 2025 Series F. Specter's live estimate is $13.3B to $18.9B.

### What is Applied Intuition's revenue multiple?

Applied Intuition is valued at about 15× ARR, based on its $15B June 2025 valuation and $1B last reported ARR. That works out to roughly $596K of ARR per employee.

### How much funding has Applied Intuition raised?

$1.5B across eight rounds, from a Series A in September 2017 to a $600M Series F in June 2025.

### Who invested in Applied Intuition?

49 investors, including Addition, BlackRock, Elad Gil, Kleiner Perkins, Lux Capital and Porsche Investments Management.

### Who are Applied Intuition's competitors?

Wayve, aiMotive, Foretellix and Torc Robotics. Specter ranks 28 competitors for Applied Intuition.

## About this data

Specter models revenue and valuation monthly and anchors each estimate to reported figures and priced rounds. Method: https://www.tryspecter.com/revenue-valuation

Cite as: Specter. "Applied Intuition revenue and valuation." tryspecter.com/revenue-valuation/applied-intuition. Updated November 2026.