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▶ 9:26 · $APPLIED-INTUITION · Kleiner Perkins at RAISE Summit 2026: Building Applied Intuition with Qasar Younis & Mamoon Hamid

now playing · $APPLIED-INTUITION

$APPLIED-INTUITIONbullish· highqasar younis

Qasar Younis: Physical AI market will surpass LLM market as horizontal platform scales across billion machines

Physical AI applied to real-world machines (trucks, mining, defense, agriculture) will create a larger market than LLMs because the addressable market encompasses all physical lab…

$ANDURILbullish· mediumqasar younis

Qasar Younis: Anduril proved defense tech can build a real business, validating dual-use model

Anduril demonstrated that a venture-backed defense company can achieve significant commercial scale, validating the dual-use approach where commercial technology leads defense app…

$PLTR···bullish· mediumqasar younis

Qasar Younis: Palantir proved defense tech can build a real business, validating dual-use model

Palantir demonstrated that a venture-backed defense company can achieve significant commercial scale, validating the dual-use approach where commercial technology leads defense ap…

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