Kodiak Robotics vs Mobileye

By valuation, Mobileye is the larger company at $7.6B versus $2.5B — a 3x difference. Size can also be measured by team: Kodiak Robotics employs 300 people while Mobileye has 1000+ employees.

Kodiak Robotics has raised $518M in disclosed funding across 4 known rounds. Mobileye's funding history is not publicly available.

Mobileye leads with an Awaira Score of 92/100, while Kodiak Robotics sits at 70/100. That 22-point gap reflects real differences in funding, scale, and traction — it's not a vanity metric.

Kodiak Robotics was founded by Don Burnette in 2018. Mobileye was founded by Amnon Shashua in 1999. Visit each company's profile on Awaira for a full founder biography.

Kodiak Robotics: Kodiak Robotics develops autonomous trucking technology for long-haul freight transportation. Founded in 2018, the company designs software and hardware systems that enable heavy-duty trucks to operate without human drivers on highways. Kodiak's core technology focuses on perception, planning, and control systems specifically optimized for commercial trucking operations, addressing the logistics industry's driver shortage and operational efficiency challenges. The company has developed a modular autonomous driving platform deployable across different truck platforms and has conducted extensive testing on public roads in multiple U.S. states. Kodiak's approach emphasizes highway autonomy rather than urban delivery, positioning it within a competitive autonomous vehicle market that includes companies like Aurora, Waymo, and TuSimple. The company achieved a $2.5 billion valuation following significant funding rounds, accumulating $518 million in total capital. Kodiak has partnered with logistics operators and fleet companies for real-world testing and deployment. The autonomous trucking sector targets substantial addressable markets given the scale of U.S. freight transportation. Growth prospects depend on regulatory approval, infrastructure development, and successful commercial deployment at scale. The company's trajectory reflects investor confidence in autonomous heavy-vehicle technology despite remaining technical and regulatory obstacles. Kodiak focuses exclusively on highway autonomous trucking rather than diversifying into urban or mixed-use autonomous vehicles. Mobileye: Mobileye designs AI chips and software systems for advanced driver assistance and autonomous driving, producing the EyeQ system-on-chip series and associated computer vision software stack that is integrated into hundreds of millions of vehicles globally as the technical foundation for features including lane keeping, automatic emergency braking, and adaptive cruise control. The Jerusalem company was founded as a camera-based ADAS system pioneer before the autonomous vehicle era and grew to dominate the mass-market vehicle safety chip segment.\n\nMobileye was acquired by Intel in 2017 for approximately $15 billion and subsequently relisted on NASDAQ in 2022 in one of the largest technology IPOs of that year, with Intel retaining a majority stake. The company reports its EyeQ chips are integrated into vehicles from over 50 automakers globally, representing a dominant market share in camera-based ADAS hardware. Mobileye has expanded its product roadmap beyond ADAS toward full autonomy products including its Robotaxi platform, tested in Munich, Detroit, and Tel Aviv with selected mobility partners.\n\nMobileye competes in the ADAS and autonomous driving chip market against NVIDIA Drive, Qualcomm Snapdragon Ride, and Texas Instruments for automotive processor design wins, as well as against Waymo, Cruise, and Zoox in autonomous vehicle deployment. Its vertical integration across chip design, computer vision software, and mapping data creates a complete ADAS stack that automakers can implement without integrating components from multiple vendors. The Israel engineering heritage in computer vision, combined with decades of automaker relationships, gives Mobileye structural advantages in a market where safety certification requirements create multi-year adoption timelines.

Mobileye got there first, launching in 1999 — that's 19 years of extra runway. Kodiak Robotics didn't arrive until 2018. In AI, that kind of head start means more training data, deeper customer relationships, and a bigger talent moat.

Kodiak Robotics has about 300 employees; Mobileye has about 1000+. A bigger team usually means more revenue or heavier VC backing, but in AI, small teams can build at massive scale.

Yes — they're direct rivals. Both Kodiak Robotics and Mobileye compete in AI Robotics, targeting many of the same buyers. If you're evaluating one, you should be looking at the other.