{"id":"8029255d-68a0-4510-aeaa-27be18fac381","modelId":"7672bd6c-7189-4f46-bc83-fd62d8dbea7c","versionId":null,"locationId":"45f67762-10f4-4255-be84-45c73efe25f9","operatorId":"6cacc268-e7ae-4f51-a4bb-83c6b9fc659b","ownerId":null,"slug":"kodiak-atlas-energy-permian","status":"active","firstSeen":"2024-12-01T12:00:00.000Z","manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://kodiak.ai/news/kodiak-delivers-customer-owned-autonomous-robotrucks-to-atlas","title":"Kodiak delivers customer-owned driverless RoboTrucks to Atlas; 100 proppant loads (Jan 24, 2025)","sourceName":"Kodiak AI (official)"},{"url":"https://kodiak.ai/news/kodiak-delivers-two-additional-driverless-trucks","title":"Kodiak delivers two more driverless trucks to Atlas; launches up-to-24/7 driverless service","sourceName":"Kodiak AI (official)"},{"url":"https://www.fleetowner.com/technology/article/55263546/kodiak-achieves-autonomous-trucking-milestone-atlas-energy-integrates-driverless-robotrucks-in-permian-basin-operations","title":"Atlas integrates driverless RoboTrucks in Permian Basin operations (Jan 2025)","sourceName":"FleetOwner"}],"notes":"Customer-owned Kodiak RoboTrucks hauling frac sand / proppant for Atlas Energy in the Permian Basin (West Texas), running driverless up to 24/7 on private oilfield/lease roads. First customer-owned driverless commercial semi service; 800+ driverless loads. Atlas operates the trucks under a Kodiak driver-as-a-service license (100-truck framework).","keyFacts":[{"label":"Operator","value":"Atlas Energy Solutions (owns the trucks; Kodiak DaaS)"},{"label":"Cargo / area","value":"Frac sand / proppant, Permian Basin; driverless up to 24/7"}],"reviewNote":null,"createdAt":"2026-05-31T04:53:13.734Z","updatedAt":"2026-05-31T04:53:13.734Z","model":{"id":"7672bd6c-7189-4f46-bc83-fd62d8dbea7c","companyId":"e657f740-aaeb-4dd1-97b4-cfc9982e625f","modelName":"Kodiak RoboTruck","slug":"kodiak-robotruck","description":"Kodiak's autonomous Class 8 truck (the RoboTruck), running the Kodiak Driver on a Peterbilt/PACCAR base (a driverless electric Class 8 variant was also introduced in 2023). Operates driverless commercially in the Permian oilfield and is the platform for the on-highway long-haul product targeted for H2 2026.","formFactor":"truck","maturityStage":"commercial","lifecycleState":"active","supersededByModelId":null,"specs":{"oem":"Peterbilt/PACCAR base","type":"Class 8 autonomous truck","autonomy":"Kodiak Driver (L4)","variants":["diesel","electric (2023)"]},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://kodiak.ai/news/kodiak-introduces-5th-generation-autonomous-truck","title":"Kodiak introduces its 5th-generation autonomous truck (mirror-mounted SensorPods) (official)","sourceName":"Kodiak AI (official)"},{"url":"https://kodiak.ai/news/kodiak-robotics-introduces-first-ever-autonomous-electric-class-8-truck","title":"Kodiak introduces the first autonomous electric Class 8 RoboTruck (Peterbilt 579EV base) (May 2023)","sourceName":"Kodiak AI (official)"},{"url":"https://electrek.co/2023/05/02/kodiak-robotics-introduces-an-autonomous-electric-class-8-truck/","title":"Kodiak introduces an autonomous electric Class 8 truck (May 2, 2023)","sourceName":"Electrek"}],"aliases":["RoboTruck","Kodiak truck"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"createdAt":"2026-05-31T04:53:11.854Z","updatedAt":"2026-05-31T04:53:11.854Z","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"}],"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"}},"version":null,"location":{"id":"45f67762-10f4-4255-be84-45c73efe25f9","name":"Texas","slug":"texas","kind":"state","parentLocationId":"aa8b9c05-c836-4021-801f-59801970401e","lat":null,"lng":null,"reviewStatus":"reviewed","aliases":["TX"],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-05-31T04:22:22.644Z","updatedAt":"2026-05-31T04:22:22.644Z"},"operator":{"id":"6cacc268-e7ae-4f51-a4bb-83c6b9fc659b","name":"Atlas Energy Solutions","slug":"atlas-energy","description":"Permian Basin frac-sand and proppant-logistics company (NYSE: AESI), founded 2017 by Bud Brigham. Operates the Dune Express, a 42-mile electrified overland sand conveyor. The anchor customer for Kodiak AI's driverless trucks: Atlas owns the trucks under a Kodiak driver-as-a-service license and uses them to haul proppant in the Permian.","status":"public","founded":2017,"hq":"Austin, Texas, USA","fundingTotal":null,"type":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.atlas.energy/","title":"Atlas Energy Solutions (official site)","sourceName":"Atlas Energy Solutions (official)"},{"url":"https://www.atlas.energy/dune-express/","title":"The Dune Express, 42-mile electrified frac-sand conveyor (official)","sourceName":"Atlas Energy Solutions (official)"},{"url":"https://www.sec.gov/Archives/edgar/data/0001984060/000095017024021342/aesi-20231231.htm","title":"Atlas Energy Solutions FY2023 Form 10-K (first as a public company)","sourceName":"SEC EDGAR"},{"url":"https://www.sec.gov/Archives/edgar/data/0001984060/000095017025026740/aesi-20241231.htm","title":"Atlas Energy Solutions FY2024 Form 10-K","sourceName":"SEC EDGAR"},{"url":"https://www.sec.gov/Archives/edgar/data/0001984060/000119312526067145/aesi-20251231.htm","title":"Atlas Energy Solutions FY2025 Form 10-K (~$1.10B revenue)","sourceName":"SEC EDGAR"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/15/atlas-energy-solutions-inc-prices-initial-public-offering","title":"Atlas Energy Solutions prices its IPO (NYSE: AESI, March 2023)","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/31/atlas-energy-solutions-inc-completes-previously-announced","title":"Atlas completes Hi-Crush acquisition; John Turner CEO, Bud Brigham Executive Chairman","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://www.businesswire.com/news/home/20240826528340/en/Atlas-Energy-Solutions-Announces-Election-of-CEO-John-Turner-to-Board-of-Directors","title":"Atlas Energy Solutions announces election of CEO John Turner to the board (Aug 2024)","sourceName":"Atlas Energy Solutions (Business Wire)"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/39/atlas-energy-solutions-and-kodiak-announce-agreement-for","title":"Atlas Energy and Kodiak announce an agreement for autonomous trucking (Jul 23, 2024)","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/47/kodiak-delivers-customer-owned-autonomous-robotrucks-to","title":"Kodiak delivers customer-owned autonomous RoboTrucks to Atlas; 100 loads of proppant (Jan 2025)","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://www.truckingdive.com/news/atlas-energy-solutions-kodiak-robotics-driverless-frac-sand-deliveries/722066/","title":"Kodiak and Atlas ramp up self-driving trucks in Texas","sourceName":"Trucking Dive"},{"url":"https://www.ttnews.com/articles/atlas-driverless-trucks-kodiak","title":"Atlas Energy begins driverless truck deliveries to wells","sourceName":"Transport Topics"}],"keyFacts":[{"label":"Public","value":"NYSE: AESI (IPO March 2023)"},{"label":"Business","value":"Permian Basin frac sand / proppant logistics; the Dune Express 42-mile electrified conveyor (~13M tons/yr)"},{"label":"Leadership","value":"Founded 2017 by Bud Brigham (Executive Chairman); CEO John Turner; acquired Hi-Crush"},{"label":"Autonomous trucking","value":"Kodiak driver-as-a-service license; Atlas owns the trucks (100-truck framework); driverless up to 24/7 in the Permian; 800+ driverless loads"}],"aliases":["Atlas Energy","Atlas Sand","AESI"],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-05-31T04:53:11.294Z","updatedAt":"2026-05-31T04:53:11.294Z"},"owner":null,"derived":{"trustTier":"unverified","currentPosture":null}}