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At ACT Expo, leaders from Torc, Kodiak, and Gatik declared autonomous trucking has moved from proving technology to proving scale — with Gatik completing 60,000 driverless commercial orders for Walmart.
Waabi is pursuing complete door-to-door autonomous trucking — urban streets, loading docks, depot operations — while Aurora and Kodiak stick to highways. The harder bet could win by capturing the full unit economics that highway-only autonomy cannot.
Goldman Sachs Research projects autonomous trucks will undercut human-driven freight on cost-per-mile by 2028, falling from $8.60/mile today toward $2/mile by 2035 — backed by commercial revenue data from Aurora, Kodiak, Gatik, and Bot Auto.
Kodiak AI is actively hauling commercial freight for Roehl Transport on the Dallas-Houston corridor — four roundtrips per week — with fully driverless highway operations targeted by end of 2026.
Kodiak AI has completed its first autonomous trucking deployment outside the Sun Belt, operating driverless commercial trucks on Interstate 70 — one of North America's busiest freight corridors.
Kodiak AI has launched its first driverless freight operations outside the Sun Belt, running autonomous trucks on Interstate 70 in Ohio and Indiana — one of North America's busiest freight corridors.
Kodiak AI deployed autonomous trucks on I-70 through Ohio and Indiana — the first driverless freight operation outside the Sun Belt and the most significant geographic proof point yet for commercial autonomous trucking.
Kodiak AI completed its first fully driverless freight runs in Ohio and Indiana via Interstate 70, proving autonomous trucks can operate in northern freight corridors beyond Sun Belt highways.