Michael Wiesinger
German football manager
2
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Oct 1, 2026
Michael Wiesinger, Kodiak AI | Kodiak AI’s Sensor Fusion Future
9:21
9:32
9:52
37:05

Michael WiesingerGUEST
And in the second segment, industrial, this is where we have operated since December 2024, fully without any human in the cab.

Michael WiesingerGUEST
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.

Michael WiesingerGUEST
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.
27 MINS LATER

Chris CapliceHOST
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?
40,000 driverless hours: Kodiak AI's Atlas Energy partnership
7:40
7:53
10:23

Michael WiesingerGUEST
So Atlas is our first customer in the industrial segment that I described in the very beginning.

Michael WiesingerGUEST
West Fraser is one of the largest wood product companies and they operate primarily in Canada.

Jeremy WolfHOST
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.?