Kodiak Ai

TechCrunch Mobility blends a high-profile EV critique (Ferrari Luce) with regulatory and funding dynamics in mobility and AI, anchored by hard data points like AV registrations, deal sizes, and regulatory shifts.

Waymo leads Texas autonomous-vehicle registrations (577 vs peers) under a new state law mandating AV fleet registrations, highlighting regulatory transparency and competitive gaps in a nascent market.

Kodiak AI raised $100M at a steep discount with warrants, triggering a 37% after-hours stock drop, while Q1 revenue was $1.8M against a $37.8M operating loss as the company advances driverless trucking contracts and a go-to-market model, but near-term cash burn remains unaddressed.