Technology

Beyond The Highway: Kodiak AI’s Roadmap to Autonomous Trucking and Physical AI

Jun. 17, 2026

Guests: Don Burnett, Founder and CEO, Kodiak AI

Host: Itay Michaeli, Managing Director and Senior Analyst, Autos & Auto Parts, TD Cowen

In this episode, we explore Kodiak AI’s vision for revolutionizing autonomous trucking mobility across various environments. The company opts for an approach that does not constrain deployment solely to structured roadways or highway usage. The conversation dives into new off-highway AV trucking opportunities, opportunities in the defense end-market, and the launch of Kodiak's upcoming driverless on-highway solution. We also discuss regulatory shifts favoring AV adoption and Kodiak’s future ambitions in broader physical AI use cases beyond trucking.

This podcast was recorded on May 27, 2026

Full transcription

Full transcript to come.

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