Company

Kodiak AI

American autonomous-trucking company (Nasdaq: KDK), founded 2018 by Don Burnette (ex-Otto/Uber). Developer of the Kodiak Driver (L4). Runs customer-owned driverless trucks up to 24/7 hauling frac sand for Atlas Energy in the Permian Basin, and is targeting on-highway long-haul driverless freight in the second half of 2026. Went public via the Ares Acquisition Corp II SPAC in September 2025 and rebranded from Kodiak Robotics to Kodiak AI.

Based in Mountain View, California, USA · Founded 2018 · 1 model on record

Machine-readable surfaces

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RSS feed: /companies/kodiak/feed.xml
JSON-LD: embedded in this page’s head
REST API: /v1/companies/e657f740-aaeb-4dd1-97b4-cfc9982e625f
Data documentation: /data

Key facts

Founded: 2018 by Don Burnette (ex-Otto/Uber)
Public: Nasdaq: KDK / KDKRW (via Ares Acquisition Corp II SPAC, closed Sept 2025; rebranded Kodiak Robotics to Kodiak AI)
Driverless commercial: Customer-owned driverless RoboTrucks up to 24/7 hauling frac sand for Atlas Energy in the Permian Basin (off-highway lease roads)
Q1 2026: 28 driverless trucks, 23,500+ paid driverless hours, revenue +74%
Next: On-highway long-haul driverless target H2 2026

HQ: Mountain View, California, USA
Founded: 2018
Status: public
Type: both
ID: e657f740-aaeb-4dd1-97b4-cfc9982e625f

Models (1)

Kodiak RoboTrucktruck

Operator customers (1)

Atlas Energy Solutions1 deployment

Brains developed (1)

Kodiak Driverfoundation-model · commercial

Supplies to

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