Kodiak AI Evercore's 9th Annual ADAS, AV & AI Forum

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Let me know when we're ready to go, guys. Good? All right. Hello, everyone. I'm John Sager, Director for Global Automobility here at Evercore ISI. With me today is Kodiak's Founder and CEO, Don Burnette.

Don? Awesome. Well, thank you.

It's great to be back and excited to give you guys the updates and talk a little bit about what Kodiak's been up to over the last year or so. Very exciting times in the self-driving space, particularly for us. For those of you who don't know, we're a self-driving company working on the software aspect, AI-powered, intelligent driving. We really want to focus on the world's toughest jobs. That's kind of our guiding light here at Kodiak. We often talk about the dull, the dirty, and the dangerous. If it's dull, dirty, and dangerous, people either don't want to be doing those jobs, or they shouldn't be doing those jobs, and that presents a massive opportunity to inject autonomous technology. We focus on three primary verticals within transportation. We have long-haul trucking. Talk a lot more about that later. We have industrial trucking. This is think about everything that's off-road, where we've now deployed over 35 driverless trucks as of the end of last quarter.

These trucks are out there operating with nobody in the cab 24/7 for our launch customer. This is a DaaS business model, meaning the customer owns and operates those trucks, and we support that operation.