S5E17 - Kodiak CEO Don Burnette on Autonomous Trucking and Going Public with Ares II (AACT)
Published: September 3, 2025
Duration: 30:53
This week, we return to the subject of autonomous trucking with a SPAC target that already logged months of its trucks operating autonomously in an industrial setting with rollouts on public highways and defense applications inbound.
That company is Kodiak, which announced a $2.6 billion combination with Ares Acquisition Corporation II (NYSE:AACT) in April. Kodiak CEO Don Burnette joins us to explain how the company has sought to blaze a trail to commercialization for the company while burning a fraction of the R&D cash that some of its peers have to get to this same point.
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