Keep pulling the thread on Qasar Younis.
Applied Intuition is valued at $15 billion and has been growing over the last decade.
Applied Intuition's customer base includes 18 of the top 20 automakers, major global construction, mining, and trucking companies, and the Department of Defense.
Every major car company in the world is currently developing a product similar to Tesla's Full Self-Driving (FSD).
Kasser Yunus predicts that within five years, L2++ and L4 autonomous driving technologies will be ubiquitous globally, not just in the Bay Area or parts of China.
Kasser Yunus predicts that within five to seven years, some level of autonomous driving capability, similar to Tesla's FSD, will be a standard, near-free feature on every new car sold.
Huawei's primary goal is not profit or shareholder value but to serve as an extension of the Chinese state, with approximately a quarter of its employees being members of the Communist Party.
Applied Intuition has never spent any of the capital it has raised and operates as a functioning business with over 1,000 engineers after nearly 10 years of operation.
Investor Elad Gill described Applied Intuition as "the most successful, most quiet company in AI."
Marc Andreessen described Kasser Yunus as "the best AI CEO nobody knows."
Kasser Yunus believes hedge fund managers are selling off software stocks because AI consultancies can quickly build applications that superficially resemble established products like Figma, causing the market to immediately price in disruption risk.
Waymo's approach to self-driving relies on many sensors, high compute power, and HD maps, whereas Tesla's approach uses fewer sensors, no HD maps, and cheaper compute.
The American economy has grown at a much higher pace than Europe's over the last decade, primarily due to frontier technology companies in the Bay Area, not traditional industrial centers like Detroit.