Kodiak AI Q2 rev $3.5M (+91% QoQ), 35 driverless trucks, cash $151.1M, Gen7 platform

Kodiak AI, Inc.

Q2 revenue $3.5M, up 91% QoQ; net cash used in ops $34.1M; FCF negative $38.1M; cash & equivalents $151.1M.
Customer-owned driverless fleet grew to 35 vehicles; cumulative paid driverless hours surpassed 40,000 (+71% from Q1).
Delivered >300,000 tons of freight in Q2; cumulative loads exceeded 20,000 (+32% from Q1).
Introduced Gen7 autonomous platform with ~50% more compute and 50% longer operational lifetimes for SensorPods.
Autonomy Readiness Measure reached 91% as of July; targeting long-haul driverless launch by year-end.

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