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Lenny Rachitsky: Today, my guest is Qasar Younis, co-founder and CEO of Applied Intuition. You've probably never heard of Qasar or Applied Intuition. This is the most important under the radar AI company and CEO that I've ever come across. It's a $15 billion company that has been growing quietly over the last decade. What they do is they add AI to vehicles like cars, tractors, planes, submarines, mining rigs, and a lot more. 18 out of the top 20 automakers are customers, as well as the biggest global construction, mining, and trucking companies. Also the Department of Defense. They're basically Waymo or Tesla, but without the hardware.

They're basically Waymo or Tesla, but without the hardware.

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