Tire blowouts lead to dozens of highway deaths every year. For autonomous trucks, they pose a prickly problem: how to regain control without a human driver at the wheel. "We can talk about redundancy in our sensors, machine-learning algorithms and all this fancy stuff until we're blue in the face," said Don Burnette, co-founder and CEO of Kodiak Robotics. "But at the end of the day, if you press the brake pedal and your tires don't respond, it's not useful." Kodiak is working with Bridgestone Americas to share information that could lead to more robust tire safety.

Kodiak Robotics is one of the last private autonomous vehicles companies focused on trucking that is still standing. Nearly all the rest have been wooed by the public marketplace and the capital it can provide. But co-founder and CEO Don Burnette says the three-year-old company's strategy of staying focused and small(er) is paying off. It will be able to deploy a commercial-scale operation for about $500 million in funding, he says in the interview below. To put those go-to-market costs in perspective, that's 10% of what Waymo has raised in external fundraising and less than 25% of newly publicly traded company TuSimple's total fundraise.

A year after coming out of stealth mode with $40 million, self-driving truck startup Kodiak Robotics will begin making its first commercial deliveries in Texas. Kodiak will open a new facility in North Texas to support its freight operations along with increased testing in the state. There are some caveats to the milestone. Kodiak's self-driving trucks will have a human safety driver behind the wheel. And it's unclear how significant this initial launch is; the company didn't provide details on who its customers are or what it will be hauling.

For the developers of self-driving vehicles, semi-trucks are a potential low-hanging fruit. Although big rigs are imposingly, intimidatingly huge, they also predominantly run on freeways and other fixed routes that are simpler to automate. Fleet managers are easier to convince with rational, financial arguments than individual car buyers. Today, a new startup, Kodiak Robotics, is edging out of stealth, announcing $40 million in financing, and telling the world it's going to pick and ship that fruit. The company is worth watching because it's cofounded by Don Burnette, who also cofounded Otto, a trucking startup acquired by Uber in 2016, and particularly notable because it led to a high-profile legal spat in the nascent autonomous vehicle industry.