Waabi vs Blue Yonder
Side-by-side comparison of AI visibility scores, market position, and capabilities
$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.
AI supply chain platform covering demand planning through warehouse and transportation management; Panasonic-owned with $8.5B acquisition, serving global retail and manufacturing.
About
Blue Yonder (formerly JDA Software) is an AI-powered supply chain management platform providing demand planning, inventory optimization, warehouse management, and transportation management solutions for global retailers, manufacturers, and logistics providers. Founded in 1985 (as JDA Software) and headquartered in Scottsdale, Arizona, Blue Yonder was acquired by Panasonic in 2021 for approximately $8.5 billion, giving it the financial backing and industrial IoT integration capabilities of a major Japanese conglomerate.
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