Kodiak AI
Location
California
Founded
2018
Invested
2023
Category
Autonomous
Kodiak is at the forefront of commercial-grade autonomous trucking, combining real-world traction with advanced AI to deliver scalable, driverless freight solutions. With millions of autonomous miles driven, recurring revenue via partner deployments, and a mature roadmap toward public markets, Kodiak is poised to lead the transformation of the $4 trillion+ ground transport industry.
Kodiak AI develops and deploys fully integrated autonomous driving systems for long-haul trucking, optimizing safety, efficiency, and reliability. Founded in 2018 by AV pioneer Don Burnette, Kodiak has logged over 2.6 million autonomous miles and became the first company to deliver customer-owned, driverless semis—starting with Atlas Energy Solutions in Texas’s Permian Basin. The company’s modular Kodiak Driver platform offers a turnkey "Driver-as-a-Service" model that aligns with carriers’ operational needs while generating recurring revenue.
Kodiak recently went public through a merger with Ares Acquisition Corporation II, valuing the company at approximately $2.5 billion. This milestone follows strong commercial traction, including over 2.6 million autonomous miles driven, active freight deliveries with major carriers, and the launch of the industry's first driverless heavy-duty truck operations on open roads. The company has demonstrated consistent progress in safety, uptime reliability, and operational efficiency, positioning itself as a category leader in autonomous freight. As Kodiak scales deployments and deepens integrations with logistics partners, it is well-positioned to convert technological leadership into long-term financial performance.