The problem
Automakers and defense programs cannot build and validate autonomy software fast enough in-house
What they do
Simulation, vehicle OS and autonomy software for cars, trucks, defense and mining machines
Traction ~$830M ARR 2025, ~2x YoY (Sacra est.); 18 of top 20 automakers
Hiring trend
- Open roles
- 328
- Ops roles
- 4
- Headcount
- ~1,500
Headcount 608 (2023) to ~1,513 (Mar 2026, Revelio); 324 open roles
Hiring in
- Sunnyvale
- Tokyo
- Ann Arbor
- Remote (Australia)
Latest news
Jul 2026
Launched Dana, agentic platform for physical AI; HUMAIN Saudi autonomous trucking deal ↗Funding
- Last round
- $600M
- Stage
- Series F
- Date
- Jun 2025
Led by BlackRock, Kleiner Perkins
- Hiring+2328 open roles on the live job board (30+ roles = +2)
- Funding recency+1Series F · $600M, Jun 2025 (16 months ago): 12–24 months = +0.5, $100M+ round +0.5
- Traction+1.5Strong growth: ~$830M ARR 2025, ~2x YoY (Sacra est.); 18 of top 20 automakers
- Red flags0None found in the last 24 months
- Total4.52 + 1 + 1.5 − 0 = 4.5 → Race (4.25–4.74)
Distance (Marathon) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Marathon · edge: hard to leave
~$830M ARR, used by 18 of the top 20 automakers plus defense; no single customer dominates.
Sources: Sacra: Applied Intuition at $830M/year (May 2026) ↗
Last checked Oct 25, 2026