{"id":"e657f740-aaeb-4dd1-97b4-cfc9982e625f","name":"Kodiak AI","slug":"kodiak","description":"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.","status":"public","founded":2018,"hq":"Mountain View, California, USA","fundingTotal":null,"type":"both","reviewStatus":"reviewed","sources":[{"url":"https://techcrunch.com/2018/08/07/self-driving-truck-startup-kodiak-robotics-raises-40-million/","title":"Kodiak Robotics launches with a $40M Series A (Don Burnette) (Aug 7, 2018)","sourceName":"TechCrunch"},{"url":"https://www.cnbc.com/2018/08/07/kodiak-ai-self-driving-truck-startup-don-burnette-paz-eshel-fundraise.html","title":"Burnette and Eshel found Kodiak; raise $40M (Aug 7, 2018)","sourceName":"CNBC"},{"url":"https://kodiak.ai/company","title":"Kodiak AI company and leadership (CEO Don Burnette) (official)","sourceName":"Kodiak AI (official)"},{"url":"https://www.therobotreport.com/kodiak-robotics-autonomous-trucking-developer-goes-public-via-spac/","title":"Kodiak to go public via Ares Acquisition Corp II SPAC (~$2.5B) (Apr 14, 2025)","sourceName":"The Robot Report"},{"url":"https://techcrunch.com/2025/04/14/autonomous-trucking-startup-kodiak-robotics-to-go-public-via-spac/","title":"Kodiak Robotics to go public via SPAC (Apr 14, 2025)","sourceName":"TechCrunch"},{"url":"https://www.sec.gov/Archives/edgar/data/0001853138/000119312525079657/d948522dex991.htm","title":"SEC 8-K Ex-99.1: Kodiak business-combination announcement (2025)","sourceName":"SEC EDGAR"},{"url":"https://investors.kodiak.ai/news-releases/news-release-details/kodiak-completes-business-combination-ares-acquisition","title":"Kodiak completes business combination with Ares Acquisition Corp II; becomes Kodiak AI (Sep 24, 2025)","sourceName":"Kodiak AI (investor relations)"},{"url":"https://www.sec.gov/Archives/edgar/data/0001853138/000119312525202878/d945093dex991.htm","title":"SEC 8-K Ex-99.1: completion of the business combination (Sep 2025)","sourceName":"SEC EDGAR"},{"url":"https://www.ttnews.com/articles/autonomous-kodiak-goes-public","title":"Autonomous truck developer Kodiak AI goes public (KDK/KDKRW) (Sep 2025)","sourceName":"Transport Topics"},{"url":"https://www.freightwaves.com/news/kodiak-ai-now-a-public-company-looks-to-deliver-an-autonomous-trucking-future","title":"Kodiak AI now public; autonomous-trucking roadmap (Sep 2025)","sourceName":"FreightWaves"},{"url":"https://www.freightwaves.com/news/kodiak-ai-q1-2026-earnings-28-driverless-trucks","title":"Kodiak AI Q1 2026: revenue +74%, 28 driverless trucks, 23,500+ paid hours (May 7, 2026)","sourceName":"FreightWaves"},{"url":"https://techcrunch.com/2026/05/07/kodiak-ai-raises-100m-at-a-steep-discount-sending-its-stock-tumbling-37/","title":"Kodiak AI raises $100M PIPE at a discount (May 7, 2026)","sourceName":"TechCrunch"}],"keyFacts":[{"label":"Founded","value":"2018 by Don Burnette (ex-Otto/Uber)"},{"label":"Public","value":"Nasdaq: KDK / KDKRW (via Ares Acquisition Corp II SPAC, closed Sept 2025; rebranded Kodiak Robotics to Kodiak AI)"},{"label":"Driverless commercial","value":"Customer-owned driverless RoboTrucks up to 24/7 hauling frac sand for Atlas Energy in the Permian Basin (off-highway lease roads)"},{"label":"Q1 2026","value":"28 driverless trucks, 23,500+ paid driverless hours, revenue +74%"},{"label":"Next","value":"On-highway long-haul driverless target H2 2026"}],"aliases":["Kodiak","Kodiak Robotics","Kodiak AI Inc"],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-05-31T04:53:11.526Z","updatedAt":"2026-05-31T04:53:11.526Z"}