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KODIAK

Driverless long haul trucking moves closer

Kodiak says it remains on track to launch driverless long haul commercial operations before the end of 2026.

Autonomous VehiclesBy Published Last updated Issue 003
Aerial view of a highway interchange at night with truck light trails

Kodiak AI says it remains on track to launch driverless long haul commercial operations before the end of 2026.

The company says its Autonomy Readiness Measure reached 93% at the end of August, up from 91% one month earlier.

Kodiak is completing its highway launch safety case, which is intended to demonstrate that its autonomous driving system can operate safely within a defined operating environment.

Put this alongside the developments we covered in Issue 2.

Gatik recently raised $200 million.

PlusAI announced plans to enter the public markets at an approximately $800 million pre money valuation.

Einride is now running a cabless truck commercially in Germany.

Kodiak is preparing for driverless long haul operation.

These are no longer isolated experiments.

THE SIGNAL

Autonomous freight is moving into a commercialisation phase. The winners will increasingly be judged on:

  • Safety.
  • Miles driven autonomously.
  • Cost per mile.
  • Fleet utilisation.
  • Intervention rates.
  • Insurance.
  • Customer contracts.
  • And actual revenue.
  • Not demonstrations.

Sources

This story first appeared in The Fleet Brief Issue 003, published 16 September 2026.

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