Kodiak builds specialized AI software for autonomous driving, including probabilistic safety systems and a generative-AI vision-language-model feature for complex driving scenarios.
Kodiak is a US autonomous-trucking company (Nasdaq:KDK) with 35 customer-owned driverless trucks by end Q2-26 on its Gen7 platform, running an asset-light model, with Q2-26 revenue of $3.5M (+91% QoQ), 40,000+ paid driverless hours, and 20,000+ cumulative loads. Customers include Atlas Energy in the Permian and a West Fraser Canada pilot, with a long-haul driverless launch targeted for year-end 2026 (91% readiness). Q2 net income of $12.5M came on a $58.3M warrant gain against a $34.1M operating burn; it held $151.1M cash.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Kodiak builds specialized AI software for autonomous driving, including probabilistic safety systems and a generative-AI vision-language-model feature for complex driving scenarios. Kodiak is a US autonomous-trucking company (Nasdaq:KDK) with 35 customer-owned driverless trucks by end Q2-26 on its Gen7 platform, running an asset-light model, with Q2-26 revenue of $3.5M (+91% QoQ), 40,000+ paid driverless hours, and 20,000+ cumulative loads. Customers include Atlas Energy in the Permian and a West Fraser Canada pilot, with a long-haul driverless launch targeted for year-end 20
Kodiak is on the AI Core discarded list of Frontier Tech Intelligence with a score of 75 out of 100, below the Top 100.
Kodiak is based in Mountain View, California, United States. Stage: Public.
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