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Michael Wiesinger

Michael Wiesinger

German football manager

Oct 1, 2026

9:21
Yes, yes.
9:21
And in the second segment, industrial, this is where we have operated since December 2024, fully without any human in the cab.
9:32
So what does that mean? We actually went out and kind of signed a contract with Atlas Energy Solutions, which operates trucks in the Permian Basin to haul, uh, sand for fracking.
9:44
So basically bringing sand to well sites.
9:47
And in 2024, as I said, we actually deployed the first trucks to them.
9:52
But what's different, and really this is absolutely different compared to how, what everyone else is doing, this is actually a model of them owning and operating the trucks.
10:01
And so it's a true...

27 MINS LATER

37:05
Do you see the same kind of model going to- Carriers now that would be going, or would you sell this as a service? Do, do you see yourself, Kodiak, as a provider of the trucks and becoming a carrier? How do you see this falling out for the long-haul trucking side?
7:37
What other deployments does Kodiak have running right now?
7:39
Yeah, absolutely.
7:40
So Atlas is our first customer in the industrial segment that I described in the very beginning.
7:47
In addition, we are actually now in Q3 launching a pilot for West Fraser.
7:53
West Fraser is one of the largest wood product companies and they operate primarily in Canada.
8:00
up in Alberta.
8:01
And so we are now entering this pilot phase with them.
10:23
I'd like to ask you, what do you think the future of autonomous trucks look like? What is the next year or the next several years for this burgeoning technology in the U.S.?

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