I could be wrong, but I don't think Applied Intuition and Polymath have the same product or business plan. Applied Intuition has a high-fidelity simulator as the main product, Polymath has actual autonomy stack (hardware and software for real world robot) as the product with a low fidelity simulator that gives devs a playground before actually deploying it on a real robot. You can problem train your ML algorithms using the synthetic data from Applied Intuition but Polymath simulator doesn't serve that purpose - they are using real-world data to develop their autonomy stack.

This is exactly correct, Caladan from Polymath Robotics is just a cheap and easy way to get a bunch of developers to try out our (fairly basic so far) API, and to start thinking about the business logic and applications that could be built on top of this.

Our actual product is autonomy on real vehicles.

We don't plan to ever build any kind of high fidelity sim, just sticking to basic Gazebo or similar.

Spot on. Except we’re just the onboard software (BYO HW)