Thoughts About The Future Of Applied Intuition
Sent to boren:
heyo, something that’s been on my mind after a convo with my uncle. his primary concern was centered the fact that no one knows how many players will be the winners in the AV space. And if it’s only 1 company (like Waymo) who already has their own engineering tools to develop, test, and deploy then a company like applied doesn’t have much long term potential
- I think that no one knows how many players will be the winners in the AV space is an advantage for Applied since they’re working on building a platform that presumably most companies involved can use. No matter who wins, Applied is reasonably likely to play a role (at least, I think that’s the long-term goal)
- Even if companies like Waymo use their stack of engineering tools right now, it doesn’t shut the door for them to start using Applied at some point in the future if the product is that much better than internal tools. Since Waymo and Applied have very different differentiators as products, I think it would be possible for them to coexist (this is related to the next point)
- Applied’s space isn’t AV itself, so they don’t need to be a huge giant in the space and have tons and tons of training data (like Waymo/Cruise) to be successful. They’re riding the coattails of these more prominent companies driving the long-term future of AV while also creating a valuable niche for themselves that will only grow in scope as the industry develops. I feel like it’s a very promising data model.
- Even if Applied doesn’t become a titan in the industry long-term, as long as you’re 1) growing a lot as an engineer, 2) compensated well financially, 3) enjoying your work and your teammates, why does it matter? You’re not committing to Applied as your only job for the next ten years, and it’s just the start of your career. I don’t think you need to join the next Google to succeed.
uid: 202204291342 tags: #tech #insights #thoughts