Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 62.5 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.0 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 59.0 – 0.0 WaymoUS 87.7 ▲ +1.4 Baidu Apollo GoCN 87.3 ▼ -0.3 Pony.aiCN 79.5 ▼ -0.4 WeRideCN 77.5 ▲ +0.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.5 ▼ -0.2 Didi Autonomous DrivingCN 65.4 ▲ +2.6 TeslaUS 63.0 ▼ -0.6 Serve RoboticsUS 61.5 ▲ +6.5 KodiakUS 58.4 ▲ +2.5 May MobilityUS 57.8 ▲ +0.7 MobileyeIL 56.5 ▲ +2.0 XPengCN 56.0 ▼ -3.4 MomentaCN 55.9 ▲ +0.2 CocoUS 54.7 ▼ -0.9 MeituanCN 53.6 – 0.0 Applied IntuitionUS 52.3 ▼ -2.0 AuroraUS 51.4 ▲ +2.5 ZooxUS 49.6 ▼ -0.8 DoorDash DotUS 49.1 ▲ +1.2 DeepRoute.aiCN 47.4 ▼ -0.5 VerneHR 43.1 ▲ +10.6 Bot AutoUS 42.0 ▼ -2.4 Avride PodUS 41.1 ▲ +1.1 Cao Cao MobilityCN 41.0 ▼ -18.9 Volvo Autonomous SolutionsSE 39.0 – 0.0 WaabiCA 36.3 ▼ -1.7 MotionalUS 33.6 ▲ +0.8 AvrideUS 32.4 ▼ -2.1 WayveGB 32.1 ▲ +0.6 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 – 0.0 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.9 AutobrainsIL 22.7 ▲ +0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 – 0.0 HUMAINSA 4.8 ▲ +1.7 .RCI · Robotaxi Confidence Index 62.5 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.0 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 59.0 – 0.0 WaymoUS 87.7 ▲ +1.4 Baidu Apollo GoCN 87.3 ▼ -0.3 Pony.aiCN 79.5 ▼ -0.4 WeRideCN 77.5 ▲ +0.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.5 ▼ -0.2 Didi Autonomous DrivingCN 65.4 ▲ +2.6 TeslaUS 63.0 ▼ -0.6 Serve RoboticsUS 61.5 ▲ +6.5 KodiakUS 58.4 ▲ +2.5 May MobilityUS 57.8 ▲ +0.7 MobileyeIL 56.5 ▲ +2.0 XPengCN 56.0 ▼ -3.4 MomentaCN 55.9 ▲ +0.2 CocoUS 54.7 ▼ -0.9 MeituanCN 53.6 – 0.0 Applied IntuitionUS 52.3 ▼ -2.0 AuroraUS 51.4 ▲ +2.5 ZooxUS 49.6 ▼ -0.8 DoorDash DotUS 49.1 ▲ +1.2 DeepRoute.aiCN 47.4 ▼ -0.5 VerneHR 43.1 ▲ +10.6 Bot AutoUS 42.0 ▼ -2.4 Avride PodUS 41.1 ▲ +1.1 Cao Cao MobilityCN 41.0 ▼ -18.9 Volvo Autonomous SolutionsSE 39.0 – 0.0 WaabiCA 36.3 ▼ -1.7 MotionalUS 33.6 ▲ +0.8 AvrideUS 32.4 ▼ -2.1 WayveGB 32.1 ▲ +0.6 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 – 0.0 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.9 AutobrainsIL 22.7 ▲ +0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 – 0.0 HUMAINSA 4.8 ▲ +1.7
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Kodiak Autonomous Truck, Atlas Energy - The Road to Autonomy

Kodiak: The Capital Cities/ABC of Autonomy

Tom Murphy, CEO of Capital Cities/ABC excelled at capital allocation. Following the example set by Mr. Murphy, Don Burnette, Founder & CEO of Kodiak is implementing his version of Capital Cities/ABC capital allocation strategy as he grows Kodiak.

Don Burnette joined The Road to Autonomy Founder Grayson Brulte on Autonomy Insights to discuss Kodiak’s focus on growing long-term profitable revenue and achieving industry best EBITA margins. Mr. Burnette is keeping a keen eye on expenses and ensuring that capital is allocated to growing the business, not frivolous expenses.

By keeping costs low and offering valuable solutions to customers, Kodiak was able to expand into Defense and off-road autonomy in a deal with Atlas Energy in the Permian Basin.

The deal with Kodiak is potentially profitable enough to sustain Kodiak as a business even without its other business lines (defense and on-road trucking).

Kodiak is in the process of transforming from a R&D-focused company to an operations company. In the mold of Capital Cities/ABC, Kodiak implementing a capital allocation strategy that ensures long-term growth.

Episode Chapters

  • 0:00 Kodiak’s Expansion into Off-Road Autonomy
  • 2:39 The Decision to Diversify
  • 5:02 EBITA Margins
  • 6:42 Capital Cities/ABC of Autonomy
  • 10:06 Core Pillars of Kodiak’s Business
  • 11:32 What’s Next For Kodiak
The Road to Autonomy
Autonomous Trucks Index
Live · Updated 06:01 UTC
RankOperatorComposite Score
01
Kodiak
$KDKPilot Flying JLoadsmartUber Freight
58.4/100
▲ +2.57-Day
▼ -0.630-Day
Composite Factors
Operations35–
Scale70–
Revenue64–
Commercial76–
Manufacturing41–
Safety74–
OMEGA's Take

Kodiak ranks #1 in The Road to Autonomy Trucks Index with a composite score of 58.4, leading the heavy-duty autonomous sector through expanding commercial deployment in the Permian Basin and strategic partner agreements. As disclosed in Q3 2026 financial reporting, the company maintains a total fleet of 37 trucks, scaling its autonomous operations alongside industrial partners like Atlas Energy Solutions.

Composite History
332 Snapshots
View Kodiak Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:01 UTC · 2026-11-13Leaf 69bc02e6accda9b6Cadence 12HEmbed

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