Applied Intuition

appliedintuition.com →

-6%

est. 2Y upside i

Series D+

Rank

#2456

Sector

Autonomous Vehicles

Est. Liquidity

~2Y

Data Quality

Data: Medium

Equity upside is negative on an expected basis (-6.4%) over 2 years, driven by a high entry valuation from secondary markets and significant incumbent threats.

Last updated: July 3, 2026

Bull (25%)+60%

Revenue reaches $2.27B by 2028 with sustained multiple of 15x due to IPO window and category leadership; common equity after $1.2B preference yields 59.9% upside.

Base (30%)+5%

Revenue grows to $2.27B, multiple converges to 10x inline with public comps; common equity net of preference returns 4.6%.

Bear (45%)-51%

Multiple contracts to 5x as incumbents like Nvidia and Tesla capture share, revenue hit by regulatory delays; common stock after preference loses 50.6%.

Est. time to liquidity~2.0 years

Preference Stack Risk

low

Funding Intensity

580%

Total preferred liquidation preference of $1.2B versus $20.55B valuation, representing only 5.8% overhang.

Dilution Risk

low

No near-term dilutive financing expected given profitability and recent $600M Series F in June 2025.

Secondary Liquidity

moderate

Secondary market implies $20.55B valuation, suggesting some liquidity channels, though volume is likely limited.

Other — 214 roles

View all 214 open roles at Applied Intuition →

Last updated: February 22, 2026

Questions to Ask at the Interview

Strategic questions based on Applied Intuition's data — designed to show you've done your homework.

  • 1

    “How does the new UN WP.29 framework affect your go-to-market strategy and customer contracts?”

  • 2

    “What drives your renewal rates and expansion within existing OEMs?”

  • 3

    “What is your expected timeline to liquidity, and how do you view secondary market options for employees?”

Community

Valuation Sentiment

Our model estimates -6% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.