Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.1 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 – 0.0 .ATCI · Autonomous Trucks Confidence Index 42.2 ▼ +0.1 .DCI · Delivery Bots Confidence Index 57.5 ▲ +0.1 WaymoUS 85.0 ▼ -0.5 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 68.9 ▼ -5.8 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▼ -0.4 XPengCN 61.8 ▼ -2.3 TeslaUS 61.7 ▲ +6.6 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 55.0 ▲ +2.1 AuroraUS 53.2 – 0.0 MomentaCN 52.4 ▼ -0.7 MobileyeIL 51.7 ▲ +6.7 Didi Autonomous DrivingCN 50.1 ▲ +0.9 DeepRoute.aiCN 48.2 ▼ -1.8 Cao Cao MobilityCN 47.4 ▼ -2.7 DoorDash DotUS 45.4 ▲ +3.3 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 – 0.0 May MobilityUS 41.3 ▲ +0.9 Avride PodUS 40.4 ▲ +0.7 ZooxUS 39.0 – 0.0 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.6 ▲ +2.3 MotionalUS 35.7 – 0.0 MOIA AmericaDE 32.2 ▼ -1.8 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 Tensor AutoUS 26.8 ▼ -0.5 VerneHR 25.0 ▼ -2.0 AutobrainsIL 22.6 ▲ +0.2 NuroUS 21.7 ▲ +0.8 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▼ -0.6 HUMAINSA 5.1 – 0.0 .RCI · Robotaxi Confidence Index 57.1 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 – 0.0 .ATCI · Autonomous Trucks Confidence Index 42.2 ▼ +0.1 .DCI · Delivery Bots Confidence Index 57.5 ▲ +0.1 WaymoUS 85.0 ▼ -0.5 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 68.9 ▼ -5.8 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▼ -0.4 XPengCN 61.8 ▼ -2.3 TeslaUS 61.7 ▲ +6.6 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 55.0 ▲ +2.1 AuroraUS 53.2 – 0.0 MomentaCN 52.4 ▼ -0.7 MobileyeIL 51.7 ▲ +6.7 Didi Autonomous DrivingCN 50.1 ▲ +0.9 DeepRoute.aiCN 48.2 ▼ -1.8 Cao Cao MobilityCN 47.4 ▼ -2.7 DoorDash DotUS 45.4 ▲ +3.3 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 – 0.0 May MobilityUS 41.3 ▲ +0.9 Avride PodUS 40.4 ▲ +0.7 ZooxUS 39.0 – 0.0 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.6 ▲ +2.3 MotionalUS 35.7 – 0.0 MOIA AmericaDE 32.2 ▼ -1.8 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 Tensor AutoUS 26.8 ▼ -0.5 VerneHR 25.0 ▼ -2.0 AutobrainsIL 22.6 ▲ +0.2 NuroUS 21.7 ▲ +0.8 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▼ -0.6 HUMAINSA 5.1 – 0.0
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99% of Autonomy’s Impact Is Still Ahead of Us - The Road to Autonomy

99% of Autonomy’s Impact Is Still Ahead of Us

Qasar Younis, CEO and Peter Ludwig, CTO, co-founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss why Applied Intuition continues to be one of the most interesting companies in autonomy.

The conversation explores Applied Intuition’s growing portfolio of partnerships, including a major deal with Komatsu and the launch of their new SDS (self-driving system for automotive). Qasar and Peter share how first-principles thinking, diversification across verticals, and a relentless focus on engineering have allowed the company to expand while continually de-risking the business.

As OEMs weigh the long-running build-versus-buy debate around autonomous driving systems, China’s automakers are rapidly advancing their capabilities with a strong emphasis on in-vehicle software. From Tesla’s software-driven model to legacy OEMs navigating the transition to software-defined vehicles, this episode of The Road to Autonomy highlights how Applied Intuition’s Vehicle OS and SDS offerings are designed to meet automakers where they are today, while positioning them for what’s next.

In a future where software increasingly defines brand and customer experience, Applied Intuition is building the infrastructure that will power both vehicles and autonomy.

Episode Chapters

  • 0:00 What’s Next for Applied Intuition?
  • 1:44 Self-Driving for Automotive (SDS)
  • 7:15 Managing Risks
  • 12:45 Komatsu Partnership
  • 16:32 Breakthrough Technology
  • 21:38 Vehicle OS
  • 23:48 OpenAI Partnership
  • 25:05 L2/L2+ Demand
  • 32:42 Licensing Autonomous Driving Systems
  • 35:18 Maintaining SDS
  • 42:50 Cadillac
  • 44:09 Does Software Defines a Brand?
  • 46:10 Planning for Automotive Software
  • 49:29 What’s Next
The Road to Autonomy
Autonomous Driving Licensing Index
Live · Updated 06:00 UTC
RankOperatorComposite Score
01
Applied Intuition
57.7/100
▲ +2.37-Day
▲ +2.130-Day
Composite Factors
Capability31–
Scale73–
Revenue77–
Commercial84–
Integration17–
Safety75–
OMEGA's Take

Applied Intuition ranks #1 in The Road to Autonomy Licensing Index, supported by enterprise software integrations and vehicle operating system deployments. The company recently expanded its collaboration with Nissan Motor Co. to support next-generation software-defined vehicles, alongside a partnership with Honda Motor Co. to accelerate centralized vehicle platforms.

Composite History
292 Snapshots
View Applied Intuition Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:00 UTC · 2026-10-24Leaf bea23cab08ce9bcbCadence 12HEmbed
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