Applied Intuition is fielding offers that value it at $30 billion or more, double its $15 billion valuation of June 2025. Estimated recurring revenue doubled too, so the multiple stays near 36 times.
Perspective Coverage
5 publishers
- Builder
- Builder 19%
- Operator
- Operator 18%
- Investor
- Investor 63%
Reality
- Evidence35
- Adoption60
- Hype gap+20
- Incentives
- Not scored
- Confidence55
buildOne report1 publisher Applied Intuition's Vehicle OS moves into Nissan's next-generation software platform
Applied Intuition will put its Vehicle OS into Nissan's next-generation software platform, six years after the two companies began working together on simulation. No production model or launch date is attached, so Nissan's commitment so far covers development work only.
Reality
- Evidence35
- Adoption20
- Hype gap+30
- Incentives65
- Confidence45
buildOne report1 publisher Applied Intuition splits its engineering interview between a no-AI screen and a two-hour AI build
Applied Intuition screens engineers with a 45-minute no-AI coding task, then gives onsite candidates two hours to build a design with any AI model. Other teams can copy the split now, though its only published evidence is interviewer confidence from the company's own trial.
Reality
- Evidence35
- Adoption25
- Hype gap+15
- Incentives60
- Confidence50
The Navy asks venture capital to fund the early research it used to pay for itself
Justin Fanelli, the Navy's chief technology officer, says the service is leaning on private capital to carry companies to maturity and stepping in as a buyer once the product works. He is putting a fresh priorities list in front of investors first.
Reality
- Evidence38
- Adoption52
- Hype gap+24
- Incentives72
- Confidence46
A Leuven spin-out is selling Euro NCAP an eight-hour version of its 400-hour footage review
The 5 million euro Series A prices a 98 per cent cut in review hours against a testing services market whose revenue is those same hours, and IVEX's primary customer is the body that writes the protocols.
Reality
- Evidence32
- Adoption28
- Hype gap+18
- Incentives74
- Confidence38
buildOne report1 publisher A "$100M contract" that is a prize ceiling: how to read a vendor's procurement claim
NODA AI says the Department of War awarded it $100 million. The government notice describes an open prize challenge worth up to $100 million across multiple awards.
Reality
- Evidence58
- Adoption24
- Hype gap+68
- Incentives78
- Confidence60
European defence money went late-stage: $4.7B of a record $8.7B in 2025
Late-stage rounds tripled to $4.7 billion last year, more than half of all European defence funding. The fastest-growing early slice, counter-UAS and air defence, went from $5.1 million to nearly $250 million.
Reality
- Evidence42
- Adoption44
- Hype gap+24
- Incentives76
- Confidence55