Kodiak AI, Inc. ("Kodiak") (NASDAQ:KDK), a leading provider of Physical AI-powered autonomous driving technology, today reaffirmed that it remains firmly on track to launch unsupervised driverless long-haul commercial service by the end of 2026. The company's Autonomy Readiness Measure ("ARM") for long-haul driverless operations reached 96% at the end of September 2026, up from 93% at the end of August.

Kodiak has added five percentage points to its ARM in just two months, more than doubling its monthly rate of progress from earlier in the year.

Kodiak is now in the final stretch of completing its highway launch safety case in preparation of planned long-haul driverless launch in late 2026. Kodiak’s safety case is a structured argument, supported by evidence, that the Kodiak Driver, the company's autonomous driving system, can operate safely in a defined operating environment.