AUR is worth $13B. KDK is worth $750M. Both run driverless semis, and KDK targets highway driver out in December... ($KDK DD)
Kodiak is vastly undervalued at $750M compared to Aurora's $13B despite having delivered the only proven, customer-owned driverless semi fleet in production (35 trucks, 40,000+ paid hours) and December 2026 highway driver-out incoming. With Texas trucking alone yielding $300-500M recurring revenue on 5% penetration, KDK is positioned for multi-billion valuation growth.