40,000 driverless hours: Kodiak AI's Atlas Energy partnership

And I remember in 2024, this announcement was a huge national milestone for the technology.

And it's fitting that it's for someone like Atlas Energy, who runs this absolutely massive, very intense, very time intensive operation where even the smallest malfunction or bit of downtime can cost millions of dollars.

You know, a 42 mile conveyor belt.

You don't really hear about that every day.

It seems like these guys are really about the cutting edge technology, huh?

Exactly.

And that is one of the reasons why we actually partnered with Atlas.

Because when we got to know their team, we understood, oh, they really care about innovation.

They're really tech forward and they are willing to actually figure out what the first, really world's first deployment of fully driverless trucks into a customer's fleet actually looks like, what it means.

Because now it's not just about technology anymore.

It's really about how do those trucks fit into their daily operations.

Their daily operations are, of course, much larger than the driverless trucking fleet that they have running the Kodiak driver.

And so you basically need to make sure it works with their transport management system, with their fleet management systems.

You need to make sure that they have the ability to efficiently and effectively utilize, launch and dispatch those trucks.

It's just to run through some numbers.

For example, just in Q2, we actually hold 300,000 tons of sand for them, adding to what we had up to Q1 so far, which were 450,000 tons of sand.

And in addition, Second number that is really meaningful is up until Q2, we have actually operated a total of 40,000 driverless hours for Atlas Energy Solutions.

So think about those numbers.

It's real.

This is not like a pilot.

This is not like a prototype anymore.

It's a real deployment doing real work that Atlas as the customer needs every single day.

And I remember in 2024, this announcement was a huge national milestone for the technology.

And it's fitting that it's for someone like Atlas Energy, who runs this absolutely massive, very intense, very time intensive operation where even the smallest malfunction or bit of downtime can cost millions of dollars.

You know, a 42 mile conveyor belt.

You don't really hear about that every day.

It seems like these guys are really about the cutting edge technology, huh?

Exactly.

And that is one of the reasons why we actually partnered with Atlas.

Because when we got to know their team, we understood, oh, they really care about innovation.

They're really tech forward and they are willing to actually figure out what the first, really world's first deployment of fully driverless trucks into a customer's fleet actually looks like, what it means.

Because now it's not just about technology anymore.

It's really about how do those trucks fit into their daily operations.

Their daily operations are, of course, much larger than the driverless trucking fleet that they have running the Kodiak driver.

And so you basically need to make sure it works with their transport management system, with their fleet management systems.

You need to make sure that they have the ability to efficiently and effectively utilize, launch and dispatch those trucks.

It's just to run through some numbers.

For example, just in Q2, we actually hold 300,000 tons of sand for them, adding to what we had up to Q1 so far, which were 450,000 tons of sand.

And in addition, Second number that is really meaningful is up until Q2, we have actually operated a total of 40,000 driverless hours for Atlas Energy Solutions.

So think about those numbers.

It's real.

This is not like a pilot.

This is not like a prototype anymore.

It's a real deployment doing real work that Atlas as the customer needs every single day.