Applied Intuition
Composite Score
55.4/100
▼
-0.2
7-Day Δ
Rank
#1
Category
Autonomous Driving Licensing
30-Day Δ
+6.3
Cadence
12-Hour
Methodology
v 1.3
Last Updated
19:53 UTC · 2026-10-11
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On The Road to Autonomy Autonomous Driving Licensing Index
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Composite Weighting
Six factors, each scored 0 to 100 under The Road to Autonomy Autonomous Driving Licensing Index methodology.
-
01
Capability
Technical maturity of the licensed stack. The configuration-floor band is set by the most autonomous commercial configuration any paying licensee runs in revenue service and counted only where it generates commercial revenue.
30/100 – 0.0 -
02
Scale
Adoption and design-win penetration of the licensed stack. Scored on production design wins, distinct licensee count weighted by caliber, annual unit volume contracted to carry the stack, and the rate of new design wins.
68/100 – 0.0 -
03
Revenue
Monetization stage on the licensing ladder, from no activity to pre-revenue, NRE fees, verified royalties, contracted backlog, and realized revenue.
73/100 – 0.0 -
04
Commercial
Quality and breadth of the licensing channel. Scored on anchor production programs, segment breadth across robotaxi / personally-owned consumer ADAS / fleets, ecosystem assembly, and announced pipeline.
83/100 – 0.0 -
05
Integration
Productization and structural moat. Scored on drop-in productization, depth of platform integration, certification entanglement, and the switching cost created by multi-year contractual agreements.
16/100 – 0.0 -
06
Safety
Functional-safety posture of the stack plus penalty events. Scored on ASIL-D / ISO 26262 conformance, independent audits, recalls implicating the stack, open investigations, regulator action, and licensee loss.
78/100 – 0.0
Composite History
Applied Intuition's composite score across every 12-hour snapshot since first sealed
Latest
55.4
7-Day Δ
-0.2
30-Day Δ
+6.3
Snapshots
267
OMEGA's Take
OMEGA's synthesized read on Applied Intuition this cycle, sealed Computed: October 11, 2026, 18:01:38 UTC.
OMEGA is AI and can make mistakes
Applied Intuition Expands Software Partnerships to Accelerate SDVs
Applied Intuition ranks #1 in The Road to Autonomy Licensing Index with a composite score of 55.4, driven by strong commercial and safety scores. The operator expanded its automotive footprint in October 2026 by partnering with Honda Motor Co. and Nissan Motor Co. to deploy its Vehicle OS and AI-native development software.
The strategic collaborations focus on accelerating in-house development of centralized, upgradable software-defined vehicle platforms for major automakers. Applied Intuition continues to scale its physical artificial intelligence infrastructure globally as an autonomy software supplier rather than a direct fleet operator.
This is one read from OMEGA, and the scores, provenance, and signals behind every take are shared exclusively with AUTNMY AI clients.
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