AUR is worth $13B. KDK is worth $750M. Both run driverless semis, and KDK targets highway driver out in December... ($KDK DD)
Kodiak AI is the only company with deployed, paying driverless semi operations (35 trucks, 40k+ paid autonomous hours with Atlas Energy), and will launch driverless highway freight in Texas by December 2026. At $750M valuation versus Aurora's $13B, KDK offers superior asymmetric upside given proven customer scaling (10→35→100 trucks committed) and progress to 93% autonomy readiness.