Kodiak AI Moves to Profit From Self-Driving Trucks

Kodiak AI reported its first revenue—$1 million in Q3 2025—from autonomous truck operations, marking the shift from testing to commercial deployment. The startup, which completed a SPAC merger late last year, has logged 2.6 million real-world autonomous miles. Its model charges fleet operators per mile rather than requiring upfront capital investment, a structure now common across the autonomous vehicle industry.