Kodiak AI, Inc.

Kodiak AI develops physical AI-powered autonomous vehicle systems for the trucking industry, focusing on the Kodiak Driver—a virtual driver system that enables driverless trucking in long-haul, industrial, and defense applications. The company's unified AI stack combines advanced software with modular, vehicle-agnostic hardware that operates without human drivers, featuring multi-modal sensor perception, independence from high-definition maps, and remote driver support capabilities. Kodiak generates revenue through a Driver-as-a-Service model offering per-vehicle or per-mile licensing fees to customers deploying the system on their own truck fleets, supplemented by defense contracts, while operating its own autonomous trucks with major freight carriers and expanding deployments across industrial logistics and military platforms.