Kodiak develops and sells autonomous driving technology for trucks. Its core product is the Kodiak Driver, an AI-powered virtual driver that combines proprietary software with modular sensor hardware to operate trucks without a human in the cab. Kodiak's target business model is Driver-as-a-Service (DaaS), under which customers who own and operate their own trucks pay a per-vehicle or per-mile recurring fee that covers hardware, software, remote monitoring, and fleet management tools. This asset-light model is designed to generate high margins at scale, as the marginal cost of adding a new truck is primarily hardware while software and infrastructure costs are largely fixed. Kodiak operates across three verticals: long-haul trucking, industrial trucking, and defense. In long-haul, Kodiak currently runs its own fleet with safety drivers for carriers like J.B. Hunt and Werner, and plans to launch driverless operations in H2 2026, at which point it will transition customers to DaaS. In industrial, Kodiak became the first company to deploy customer-owned driverless trucks commercially, with Atlas Energy Solutions in the Permian Basin, where Atlas has committed to deploying the Kodiak Driver on 100 of its own trucks. In defense, Kodiak has adapted the same platform to military ground vehicles, earning roughly $30M in cumulative revenue from U.S. military contracts. A key technology differentiator is that the Kodiak Driver does not rely on HD maps, enabling it to operate in unstructured environments like the Permian Basin or military theaters.