Burnette: Driverless freight is already running in production

Watch on YouTube ↗  |  January 07, 2026 at 13:07  |  3:24  |  CNBC
Speakers
Don Burnette — Founder, Kodiak AI

Summary

Don Burnette, Founder & CEO of Kodiak AI, discusses the company's new Bosch partnership and its plans to scale driverless trucking. He says driverless freight is already in production for customers and that southern U.S. over-the-road routes will expand in 2026 and scale in 2027. He also highlights growing defense demand for AI that can operate in structured and unstructured environments.

  • Kodiak AI announced a partnership with Bosch at CES.
  • The partnership aims to industrialize and scale autonomous trucking systems.
  • Driverless trucks are already running in production for customers.
  • Kodiak plans to open southern U.S. over-the-road routes in 2026 and scale in 2027.
  • Kodiak works with major transportation partners including Maersk and J.B. Hunt.
  • Defense customers are seeking AI that can operate in any terrain, including contested logistics.
  • Kodiak's AI is designed to work across highway, field, backcountry, and rural environments.
Ideas
Don Burnette Founder, Kodiak AI 0:24
Driverless trucking scaling via Bosch partnership.
Driverless trucking is already deployed in production for customers, and the Bosch partnership provides global manufacturing scale and reliability to industrialize autonomous systems from hundreds to thousands or tens of thousands of vehicles. Kodiak plans to open many over-the-road routes across the southern United States starting in 2026 and scaling in 2027, enabling broad deployment for major trucking carriers.
Autonomous trucking HIGH
Don Burnette Founder, Kodiak AI 2:44
Defense AI demand for any-terrain autonomy.
Defense customers need AI that can operate in both structured and unstructured environments, including highways, fields, backcountry, rural areas, and contested logistics. Kodiak's AI technology thrives in these conditions, positioning it to capture growing defense demand for any-terrain autonomous systems.
ITA MED
Up Next
5:51
There are a lot of positives that are lining up for the market and the economy: Anastasia Amoroso
CNBC · Jan 07
38:57
[#찐시황] 내일 삼성전자 실적 발표! 셀온 터져 주가 급락할까? / 급등한 현대차, 지금 팔아야 할까? 아니면 계속 들고갈까?ㅣ 이권희 대표
815 Money Talk (815머니톡) · Jan 07
35:24
Quadrillions: The Crypto Capital of the World | Acting Chairman Pham
Empire · Jan 07
10:31
Warner Bros. Discovery tells shareholders to reject Paramount offer, recommends Netflix merger
CNBC · Jan 07
6:11:51
[26.01.07. 오후 방송 전체보기] 4600의 기쁨도 잠시 셀온 시작? 1시를 기점으로 하락 전환🥲
3PRO TV (삼프로TV) · Jan 07

This CNBC video, published January 07, 2026, features Don Burnette discussing Autonomous trucking, ITA. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Don Burnette  · Tickers: Autonomous trucking, ITA