{"id":"4afc0470-e83e-4b55-8467-80ec4d0a19e7","modelId":"0a5b11fc-4f03-4300-a3c6-96746e76a36e","versionId":null,"locationId":"bb54472d-a024-4159-be76-c74156e8dfb5","operatorId":null,"ownerId":null,"slug":"kodiak-driver-atlas-energy-permian","status":"operational","firstSeen":"2024-12-18T00:00:00.000Z","statusChangeReason":null,"contractType":null,"pilotOutcome":null,"endedAt":null,"sourceQualityTier":null,"manufacturerSerial":null,"reviewStatus":"unreviewed","sources":[{"url":"https://ir.atlas.energy/news-events/press-releases/detail/47/kodiak-delivers-customer-owned-autonomous-robotrucks-to","mediaType":"article"},{"url":"https://kodiak.ai/news/kodiak-delivers-two-additional-driverless-trucks","mediaType":"article"},{"url":"https://www.sec.gov/Archives/edgar/data/0001853138/000185313825000015/kodiakai-2025930xexx991.htm","mediaType":"article"},{"url":"https://www.fleetowner.com/technology/article/55263546/kodiak-achieves-autonomous-trucking-milestone-atlas-energy-integrates-driverless-robotrucks-in-permian-basin-operations","mediaType":"article"}],"notes":"Operator/customer: Atlas Energy Solutions (NYSE: AESI). Atlas-owned Class 8 RoboTrucks equipped with the Kodiak Driver haul frac sand (proppant) on private oilfield lease roads in the Permian Basin (Kermit, TX sand facility, fed by the Dune Express conveyor). Fully driverless (no safety driver in cab) since 2024-12-18: the first-ever driverless commercial semi-truck service. Fleet scaled 2 (Jan 2025) to 4 (Jun 2025) to 10 (Q3 2025); part of a 100-truck Atlas commitment. Cumulative over 10,000 loads and over 3M autonomous miles company-wide by Q3 2025.","keyFacts":[{"label":"Customer","value":"Atlas Energy Solutions"},{"label":"Cargo","value":"Frac sand / proppant"},{"label":"Autonomy","value":"Level 4 driver-out (no safety driver)"},{"label":"Fleet","value":"10 driverless trucks (Q3 2025)"},{"label":"Milestone","value":"First driverless commercial semi service (2024-12-18)"}],"reviewNote":null,"exposureHours":null,"deploymentMilesEstimate":null,"exposureBasis":null,"customerSegment":null,"scaleTier":null,"contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":null,"customerExternalName":null,"createdAt":"2026-07-08T15:13:26.549Z","updatedAt":"2026-07-08T15:13:26.549Z","model":{"id":"0a5b11fc-4f03-4300-a3c6-96746e76a36e","companyId":"e657f740-aaeb-4dd1-97b4-cfc9982e625f","modelName":"Kodiak Driver","slug":"kodiak-driver","description":"Autonomous driving system (retrofit kit + compute stack) for Class 8 semi-trucks; LiDAR + radar + camera sensor fusion.","formFactor":"truck","maturityStage":null,"lifecycleState":"active","supersededByModelId":null,"specs":{},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://kodiak.ai/technology","title":"Kodiak Driver (re-verified primary source)"}],"aliases":[],"collisionRisk":"low","reviewNote":"reverified 2026-06-09 (Kimi-incident remediation): re-sourced against a current resolving authoritative source (manufacturer/regulator/reputable); relevance confirmed.","manufacturerTermForTeleop":null,"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"},{"label":"CEO","value":"Don Burnette"},{"label":"SPAC merger","value":"Ares Acquisition Corp II (AACT)"},{"label":"Key customers","value":"Atlas Energy Solutions, JB Hunt, C.R. England"},{"label":"First customer-owned driverless fleet","value":"Atlas Energy Solutions, Permian Basin"}],"createdAt":"2026-06-06T18:04:42.461Z","updatedAt":"2026-07-08T20:02:15.945Z","company":{"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"},{"label":"CEO","value":"Don Burnette"},{"label":"SPAC merger","value":"Ares Acquisition Corp II (AACT)"},{"label":"Key customers","value":"Atlas Energy Solutions, JB Hunt, C.R. England"},{"label":"First customer-owned driverless fleet","value":"Atlas Energy Solutions, Permian Basin"}],"aliases":["Kodiak","Kodiak Robotics","Kodiak AI Inc"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"createdAt":"2026-05-31T04:53:11.526Z","updatedAt":"2026-07-08T03:23:42.847Z"}},"version":null,"location":{"id":"bb54472d-a024-4159-be76-c74156e8dfb5","name":"Permian Basin, Texas, USA","slug":"permian-basin-texas-usa","kind":"facility","parentLocationId":null,"region":null,"lat":null,"lng":null,"reviewStatus":"unreviewed","aliases":[],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-07-08T03:23:22.947Z","updatedAt":"2026-07-08T03:23:22.947Z"},"operator":null,"owner":null,"derived":{"trustTier":"unverified","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/kodiak-driver-atlas-energy-permian","url":"https://registry.deploy.report/deployments/kodiak-driver-atlas-energy-permian","name":"Kodiak Driver at Permian Basin, Texas, USA","identifier":"4afc0470-e83e-4b55-8467-80ec4d0a19e7","startDate":"2024-12-18T00:00:00.000Z","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/permian-basin-texas-usa","name":"Permian Basin, Texas, USA"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/kodiak","name":"Kodiak AI"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/kodiak-driver","name":"Kodiak Driver"},"publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"unreviewed","maturity_stage":null,"lifecycle_state":"active","architectural_position":{"cohort":"truck","sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":4,"primary_source_types":["primary-company-ir","primary-sec-filing"]}}}