Beyond The Highway: Kodiak AI’s Roadmap To Autonomous Trucking & Physical AI

from TD Cowen Insights · host TD Securities

Recorded on 05/27/26 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. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on May 28, 2026.

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