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casser

T3 · host / generalist

Casser leads Applied Intuition, a 1,000+ engineer company building software to put intelligence on a billion machines across automotive, defense, construction, mining and maritime.

1 call·1 name·100% bull·last heard 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$APPLIED-INTUITIONApplied Intuitionposition

Applied Intuition targets intelligence on billion machines across autos, defense, industrial

Applied Intuition's platform approach — training models once and deploying across cars, trucks, ships, mining equipment and construction machinery — creates massive leverage on expensive model development while balancing R&D spend with customer revenue.

Sourcery VC2026-07episode →

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  • $APPLIED-INTUITION

recurring themes

  • Enterprise AI Adoption1
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$APPLIED-INTUITION
Applied Intuition
HIGHcasser·Sourcery VC·2 months ago·SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI· position
Applied Intuition targets intelligence on billion machines across autos, defense, industrial
Applied Intuition's platform approach — training models once and deploying across cars, trucks, ships, mining equipment and construction machinery — creates massive leverage on expensive model development while balancing R&D spend with customer revenue.
"Our mission is to get intelligence onto a billion machines. And so when you kind of deconstruct that like how do you do that? Obvious the obvious ones that people always think abo…"
0:16
8
Enterprise AI Adoptiontailwind
Enterprise buyers shift from 'give me everything' to ROI scrutiny, reshaping vendor landscape
CIOs now demand measurable returns and cost consciousness, forcing AI vendors to prove value per token and consolidate around platforms that reduce spend (e.g., model routing, context graphs).