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
Northeastern University researchers found 19 of 21 tested cars sent data to at least one third-party company over Wi-Fi. Teams that review only the vehicle miss most of it, since for most cars the ad-tech traffic came from the phone app.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap−10
- Incentives55
- Confidence58
Ionna will train dealership staff at a few hundred locations on how to charge EVs
Ionna, the charging network backed by eight automakers, will train dealership staff at a few hundred locations from early 2027. The plan bets that the sales conversation can move EV adoption while the network remains a small fraction of Tesla's.
Reality
- Evidence45
- Adoption25
- Hype gap+20
- Incentives70
- Confidence50
GM's single hybrid leaves it short of a fuel-price surge that lifted hybrids to 19% of US sales
GM, which sells one hybrid model, gave no date for more as hybrids rose to 19% of US vehicle sales in August from 16% before the war, according to JD Power. Record hybrid quarters went to Japanese and Korean rivals, while GM's last stated target for new hybrids is 2027.
Reality
- Evidence60
- Adoption65
- Hype gap+10
- Incentives55
- Confidence55
Consumer Reports and Northeastern studied 15 automakers and found drivers can unknowingly agree to driving-data collection at a new car's first start-up. The exposure is consent given on a touchscreen, and tracking where the data goes falls to whoever owns the car or the fleet.
Perspective Coverage
5 publishers
- Builder
- Builder 24%
- Operator
- Operator 56%
- Investor
- Investor 20%
Reality
- Evidence60
- Adoption80
- Hype gap+20
- Incentives45
- Confidence60
Every car in Northeastern's 21-vehicle privacy test sent data to third parties
Northeastern and Consumer Reports found all 21 cars they tested sent data to third-party domains, with more than half reaching ad or analytics firms. For fleet buyers and carmakers' product teams, the brand's phone app is the first place to check.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+15
- Incentives
- Not scored
- Confidence50
buildOne report1 publisher GM tested its eBoost fail-safe with braking pressure already in the system
NHTSA's eBoost escalation turns on a mismatch between the degradation sequence GM tested and what some drivers report. The difference is whether brake assist survives until the car has stopped. The agency has not ruled on which explanation holds.
Reality
- Evidence55
- Adoption75
- Hype gap+12
- Incentives62
- Confidence50
UCLA model forecasts Los Angeles Kia thefts continuing through at least 2042
Jeffrey Brantingham's team traced the 2020 theft surge to twenty Kia and Hyundai models built without engine immobilizers. Their Los Angeles forecast follows those cars as they depreciate into less affluent neighbourhoods.
Reality
- Evidence55
- Adoption35
- Hype gap+30
- Incentives60
- Confidence55
Beijing's Nexperia ban stopped Honda plants in two countries at once
Honda lost hundreds of millions and its rivals stood up war rooms because one supplier's chips stopped moving. The same single points of failure sit under any fight between Washington and Ottawa.
Reality
- Evidence44
- Adoption61
- Hype gap+16
- Incentives57
- Confidence45
A 50% Canadian car tariff sends most of its bill to Tokyo
Canadian-built vehicles are 24% of Honda's US sales and 17% of Toyota's, so the January 2027 doubling gives them roughly four months to answer with price on plants that would take years and billions to move.
Reality
- Evidence22
- Adoption30
- Hype gap+45
- Incentives55
- Confidence25