Kodiak

Kodiak and Charger Logistics Inc. have launched autonomous trucking between Dallas and Laredo, the busiest freight border crossing in the U.S., hauling refrigerated and dry freight for consumer packaged goods and food and beverage shippers. A safety driver is behind the wheel today, with driverless planned once our safety case is complete. “Charger came to us knowing what they wanted from autonomy and what they need to see before scaling it,” said Don Burnette, our founder and CEO. “That clarity makes for a strong collaboration.” Now we’re hauling freight on a brand new route.

As we near our highway launch, Kodiak is getting a lot of attention. This week’s highlights: - Our CEO, Don Burnette, talks tech on Fox Biz with Varney and Co. - We announced IKEA as our driverless freight rollout partner with FreightWaves. - Bloomberg looks to companies like Kodiak on how to design a better future with AI.  - NYPost talks about our partnership with DTL, delivering produce in California -CNET visited and took a ride-along, calling the experience "remarkably ordinary."

What does ARM mean? It means we’re on track to launch long-haul driverless trucks on the highway before end-of-year. Our Autonomy Readiness Measure (ARM) tracks how much of our long-haul safety case is complete — every safety claim and the evidence behind it. ARM hit 96% in September, up from 93% in August, our biggest month yet. We’re closing the remaining risk assessment, vehicle verification, and highway-speed validation work now. See you on the highways real soon.

Kodiak now runs on AWS. We’re proud to announce we’re using Amazon Web Services (AWS) as our primary cloud compute and storage provider, supporting the AI model development, cloud-based simulation, and safety validation behind the Kodiak Driver. As we prepare to launch driverless operations on public highways later this year, AWS gives us the scale and reliability we need. Training AI models obviously requires a lot of horsepower. But maybe more importantly, AWS is our best option for running BreakPoint, our in-house simulation safety engine. Some of the toughest edge cases in autonomous driving would take tens of thousands of real-world miles to find. BreakPoint finds them in minutes, deliberately injecting realistic errors into the system and hunting for the edgiest edge cases. Not only does AWS give us the scale and reliability we need heading into launch, it also gives us the infrastructure we need as we add more and more lanes. #AIfortheLongHaul

It’s been a year since we went public. And what a year it’s been. Over the past 12 months, we: → Scaled to 35 driverless trucks running day and night for Atlas Energy Solutions in the Permian Basin…zero humans in the cab → Started hauling triple trailers → Named IKEA as our driverless launch partner → Crossed 40,000+ cumulative hours and 3.5M+ autonomous miles → Designated the Dallas-Houston I-45 corridor as our first long-haul driverless launch lane, with our Autonomy Readiness Measure at 93% and climbing → Earned a California DMV permit for autonomous truck testing → Partnered with the United States Marine Corps on the ROUGE-Fires program And we are just getting started. Year one is done. The highway is next. This is Kodiak. AI for the long haul.

Kodiak AI is preparing to haul IKEA freight on I-45 in Texas with no one in the cab — marking what would be the company's first driverless long-haul service on a public interstate. The launch is targeted for later this year, pending completion of Kodiak's safety case, which stood at 93% complete as of late August. https://vist.ly/5kcdz

For four years, Kodiak and IKEA have been assembling the perfect partnership for driverless freight. 1,300 loads, 750,000+ miles, and a nearly perfect on-time record. Now we're ready to put together everything we’ve learned. Later this year, IKEA becomes Kodiak's first driverless launch partner, with service starting on the same stretch of I-45 we've tested safely for four years. It's a proud moment, years in the making. We're finalizing the safety case, mapping out the launch details, and practicing how to pronounce "FÖRARLÖS LASTBIL." (That's "driverless truck" in Swedish.) Stay tuned. 🇸🇪

We're naming our lane: Dallas to Houston. Kodiak is now completing intervention-free, end-to-end deliveries between our Lancaster hub and Houston. That’s with no human touching the wheel during the entire run. Our Autonomy Readiness Measure sits at 93%, and we're on track to hit 100% and launch unsupervised driverless service on this 219-mile freight lane by the end of 2026. This isn't a first attempt. We've run this route since 2019 on our way to logging more than 3.5 million autonomous miles. We know this lane. Now we're nearly ready to run it with no one in the cab.

Every hour matters when the freight is fresh. Kodiak and DTL Transport Inc. just completed autonomous long-haul deliveries in California, hauling perishable grocery freight from Fresno to Los Angeles under Kodiak's new heavy-duty testing permit from the California DMV. DTL is a Fresno-based carrier serving several of the nation's largest grocers. The route runs approximately 225 miles from Fresno to a distribution center in Los Angeles, mostly on CA-99 and I-5. The permit is the first step in the DMV's phased approach, which moves from driver-in testing to driver-out testing and ultimately to driver-out deployment. A safety driver remains behind the wheel during this initial work. Together, the companies will study how autonomy may benefit transit times, shipping costs, and produce shelf life, while DTL explores how it can add capacity when demand exceeds its available fleet. Link in the comments.