Stack AV vs Waabi
Side-by-side comparison of AI visibility scores, market position, and capabilities
Stack AV is building autonomous vehicle technology for commercial trucking, founded by Argo AI alumni with deep experience in large-scale AV deployment.
About
Stack AV is an autonomous vehicle company founded in 2022 by former executives and engineers from Argo AI following that company's shutdown. The founding team brings experience building and scaling self-driving systems for both passenger and commercial vehicle applications. Stack AV is focused on the commercial trucking market, developing autonomous driving software designed for long-haul freight operations. The company raised $150M in Series A funding led by SoftBank to accelerate development of its autonomous trucking system. Stack AV is developing a full-stack autonomous driving solution covering perception, prediction, planning, and mapping optimized for the operational design domain of highway freight. The company benefits from its founders' experience navigating the technical and regulatory challenges of AV deployment at scale. Stack AV represents the continued consolidation of AV talent into trucking applications as the industry pivots from passenger autonomy toward the freight sector where economics and regulatory pathways are more favorable.
$1B round in Jan 2026 ($750M Series C + $250M from Uber). Expanding from autonomous trucking into robotaxis via Uber partnership. Volvo VNL Autonomous launch.
About
Waabi is a Toronto, Ontario-based autonomous trucking company — having raised over $280 million including a $200 million Series B in June 2024 led by Uber and Khosla Ventures — developing the Waabi Driver, an end-to-end generative AI system that operates Class 8 trucks without human safety drivers using a single interpretable neural network rather than the rule-based stacks used by competitors. Founded in 2021 by CEO Raquel Urtasun (University of Toronto professor, former Chief Scientist of Uber ATG, and endorsed by NVIDIA CEO Jensen Huang and AI pioneer Geoffrey Hinton), Waabi has partnered with Volvo Autonomous Solutions to produce the Volvo VNL Autonomous truck — featuring Waabi's AI driver integrated with six redundant safety systems and manufactured at Volvo's New River Valley plant in Virginia. Waabi runs autonomous freight shipments for Fortune 500 companies through its Uber Freight partnership in Texas, and has demonstrated complete autonomous driving capability across highways and general surface streets with driverless commercial operations targeting 2025.
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