Kodiak AI, Inc. is a developer of autonomous driving technology primarily focused on the commercial trucking, industrial, and defense sectors. The company's core offering is the Kodiak Driver, a single-platform virtual driver system that integrates proprietary artificial intelligence software with modular, vehicle-agnostic hardware known as SensorPods, which contain LiDAR, radar, and cameras. Rather than manufacturing its own vehicles, Kodiak retrofits existing Class 8 trucks with its technology, allowing fleets to operate autonomously on highways and in challenging environments. Kodiak generates revenue through an asset-light 'Driver-as-a-Service' (DaaS) business model, charging customers either a per-mile or a flat monthly per-vehicle licensing fee for access to its autonomous software and remote oversight support. The company operates primarily in the United States, with commercial freight routes established across the southern U.S. and specialized operations in regions like the Permian Basin. In addition to commercial logistics, Kodiak partners with the U.S. Department of Defense to develop autonomous capabilities for military vehicles. The company went public in September 2025 following a merger with the special purpose acquisition company Ares Acquisition Corporation II.
