Kodiak AI Reports First Revenue From Autonomous Truck Operations

Kodiak AI logged $1 million in Driver-as-a-Service revenue during Q3 2025, marking the company's shift from testing to revenue-generating commercial deployment. The autonomous trucking startup, which completed a SPAC merger in late 2025, has accumulated 2.6 million real-world autonomous miles. The DaaS model lets fleet operators adopt autonomous capabilities without capital expenditure while providing Kodiak recurring revenue tied to operational performance—a pattern now standard across the autonomous vehicle industry.