Waymo

The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied Intuition

Apr 27, 2026 · 1:14:07

Applied Intuition co-founders Peter Ludwig and Qasar Younis argue that the real bottleneck in physical AI is deploying intelligence onto constrained hardware, not model intelligence itself. Their $15B company builds simulation, operating systems, and AI models for autonomous trucks, mining equipment, and defense systems. Starting as YC-era tooling for robotaxis, they now offer 30+ products across simulation & RL infrastructure, vehicle operating systems, and autonomy models. They compare fragmented vehicle software to pre-Android phones, and their OS enables reliable updates and L4 driverless operations (trucks running in Japan today). Verification uses statistical nines of reliability, and they internally adopt coding agents like Cursor and Claude Code. They hire 1,000 engineers at the hardware-software boundary.

⚡️Snowglobe: Simulations for your AI

Sep 25, 2025 · 26:14

Shreya Rajpal returns to Latent Space to launch Snowglobe, a simulation engine that lets developers test AI products by generating diverse simulated user interactions before production, inspired by self-driving car simulation where Waymo logged 20 billion simulated miles versus 20 million real miles. She explains how simulation uncovers failures like over-refusal—a problem that emerged for a design partner who initially worried about toxicity—by generating personas with varied styles and goals. Snowglobe uses a multi-model architecture (proprietary and open source) to create realistic, diverse conversations, and it supports testing across chat, voice, and tool-calling agents. Pricing is usage-based per message, with persona modeling included. Shreya highlights enterprise use cases, such as comparing vendors or generating training data for fine-tuning, and notes the company is hiring a product designer, product engineer, and research staff.