Kodiak

In any asset-heavy business, profit is a function of throughput.   A factory, a cattle ranch, a trucking fleet. The math is the same. You have to move more through the same assets to optimize returns.   Kodiak Board Member James Reed calls it the "stuff through a goose" model.   Autonomous trucks improve both sides of the equation at once. Revenue goes up because trucks run more miles in the same window of time. Costs come down through better fuel economy, eliminated idling, fewer out-of-route miles, and long-term insurance savings.   The improvement, as James puts it, is not pennies. It's double-digit pennies, multiplied across hundreds of millions of miles.   Watch the full breakdown with Kodiak COO Michael Wiesinger. Full conversation linked in the comments.

Join us on July 22 for the next Signal. at Kodiak HQ. Kodiak CEO Don Burnette sits down with Kasper Sage, Managing Partner at BMW i Ventures, for a conversation about how the best bets in autonomous technology get made and what separates the companies that earn conviction from those that don’t. If you’re building, investing, or simply curious about what’s next, we’d love to see you there. RSVP via link in comments

For industries in constant motion, every second matters. That’s why Kodiak Driver-powered trucks are operating driverlessly today in the Permian Basin, helping keep freight moving when operations demand continuous throughput. No shift change. No pauses in operations. More capacity. Better utilization. Driverless.

It takes more than great technology to deploy Physical AI. It takes a great team. A big shoutout and thank you to George Martinez and all the other Kodiakers in the Permian Basin who keep driverless trucks seamlessly running 24-7. This dedicated team is Kodiak’s heart and soul, ensuring we deliver not just technology but value! 

Autonomous vehicle safety isn’t just about accumulating miles. It’s about understanding risk, reducing uncertainty, and continuously improving the system. Discover. Quantify. Prioritize. Fix. Reassess. Learn how Kodiak uses the Probabilistic Risk Assessment framework and AI-powered validation tools to target safety engineering and guide deployment decisions. Link in comments.

The BUILD America 250 Act includes autonomous trucking provisions that advance a clearer federal framework for deploying autonomous vehicles. The bill moved through committee with broad bipartisan support and reflects growing recognition of the role autonomous technology can play in strengthening supply chains, improving efficiency, and helping the U.S. remain competitive. Read Autonomous Vehicle Industry Association CEO Jeff Farrah’s perspective on what the legislation could mean for the future of autonomous trucking. Link in the comments.

Don Burnette sat down with TD Securities to talk autonomous trucking, physical AI, and what scaling operations actually looks like. Worth a listen!

“When I come to work, I wonder what kind of features I’m going to be testing today.” George Martinez works as a Safety Driver supporting Kodiak’s operations in West Texas, where he helps evaluate new capabilities and provides oversight as the Kodiak Driver continues to evolve. Every day brings new scenarios, new features, and new opportunities to see how the system responds in the real world. That firsthand experience helps inform development and contributes to the continuous improvement of the technology. What stands out most to George isn’t a single feature. It’s seeing how quickly the technology advances and watching the Kodiak Driver handle situations that once seemed out of reach. If you’re interested in working on technology that is reshaping transportation, explore open roles at kodiak.ai/careers. Interested in joining the team? Visit kodiak.ai/careers.

Physical AI isn’t unfolding in just one place. It’s already changing transportation on city streets, construction sites, sidewalks, highways, and industrial environments around the world. On June 22, Kodiak Chief of Staff Lauren Harper will join a virtual panel hosted by Together for Safer Roads to discuss how autonomous systems are reshaping physical operations across radically different environments. The conversation will explore what it takes to deploy autonomy in the real world, from safety and infrastructure to public trust and commercial-scale deployment. Lauren will share Kodiak’s perspective from commercial driverless trucking and the lessons learned deploying autonomy today. Join the virtual discussion on June 22 at 9:00 a.m. PT. Register via link in the comments.

Most AI models never leave the data center. Physical AI operates in the real world. Kodiak’s GigaFusionNet foundation model is trained on millions of autonomously driven miles, refined through an AI Flywheel, and deployed today in commercial driverless operations. Scaling that effort requires infrastructure built for the demands of multimodal AI, which is why we partner with Lambda. For more on how we're building AI for the physical world, check the link in the comments.