---
title: "KDK Kodiak AI"
canonical: "https://supercyclehq.com/stock/kodiak-ai"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "KDK"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Kodiak AI (KDK)

Kodiak AI develops autonomous trucking technology for long haul freight.

## AI Exposure Score

**94/100, Pure Play.** All revenue comes from licensing and deploying the Kodiak Driver, an AI virtual driver for long haul trucks. The thesis depends on scaling driverless freight operations from a very small revenue base, which is why it sits just below the top pure plays.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $1.12 |
| Change 1d | -8.20% |
| Change 7d | +7.69% |
| Change 30d | -31.71% |
| Change 1y | -86.55% |
| 52-week high | $10.92 |
| 52-week low | $1.02 |
| Market cap | $224.7M |
| P/E | n/a |
| EPS | $-2.91 |
| Next earnings | 2026-11-05 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Mountain View, CA |
| CEO | Don Burnette |
| Employees | 341 |
| Website | https://kodiak.ai |
| Buildout layers | [Autonomous Vehicles](https://supercyclehq.com/category/autonomous-vehicles) |

## What the company does

Kodiak AI develops autonomous trucking technology for long haul freight. The company sells the Kodiak Driver, an AI virtual driver that customers install on their own trucks, and earns revenue through a driver as a service model where fleets pay for autonomous operation rather than buying trucks from Kodiak.

The Kodiak Driver combines deep learning perception, motion planning, and redundant safety systems with modular SensorPods that mount on standard trucks and can be swapped in minutes. Customers run driverless trucks hauling commercial freight in Texas and the Permian Basin, and Kodiak also adapts its autonomy system for defense applications.

Founded in 2018 and headquartered in Mountain View, California, Kodiak employs around 340 people and trades on the NASDAQ. Its stated goal is fully driverless long haul routes operated at scale for customer owned fleets.

## Role in the AI buildout

Kodiak sits in the Autonomous Vehicles layer, focused on the freight side of autonomy where economics are measured in cost per mile rather than ride fares. Its asset light model, selling the AI driver while customers own the trucks, makes it a software play on trucking rather than a fleet operator. It depends on upstream chips and sensors, and its driverless hours convert directly into demand for inference compute. Progress toward fully driverless long haul routes is the key signal to watch.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $49.6M | 0.65% | unchanged | 2026-06-30 |
| [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $26.2M | 0.17% | increased | 2026-06-30 |

## FAQ

### What does Kodiak AI do?

Kodiak AI develops the Kodiak Driver, an AI virtual driver for long haul trucks. Customers upfit their own trucks with the system and pay Kodiak for autonomous operation, an approach known as driver as a service. It also serves defense customers with autonomous ground vehicle technology.

### How is Kodiak AI exposed to AI?

Completely. All revenue comes from licensing and deploying its AI driver, and the business has no non-AI segment. Supercycle rates it Pure Play with an AI Exposure Score of 94 out of 100, discounted slightly for its early revenue scale.

### Is KDK a pure play AI stock?

Yes. The Kodiak Driver is the company's only product, and every customer relationship monetizes autonomous driving software. That places it in Supercycle's Pure Play tier, though it remains an early stage company still scaling its commercial deployments.

### What is the Kodiak Driver?

The Kodiak Driver is a full autonomy stack combining AI perception and planning software, redundant vehicle controls, and modular SensorPods, mirror mounted sensor units that can be replaced in minutes. It lets standard trucks operate without a human driver on mapped long haul routes.

### Who leads Kodiak AI?

Co-founder Don Burnette serves as chief executive. He previously worked on Google's self driving car project and co-founded Otto, the autonomous trucking startup acquired by Uber, before starting Kodiak in 2018 to focus on long haul freight.

---

Source: https://supercyclehq.com/stock/kodiak-ai. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.