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In this interview from theCUBE + NYSE Wired: Physical AI & Robotics, Gautam Narang, chief executive officer of Gatik, joins theCUBE + NYSE Wired's Gemma Allen to discuss how driverless middle-mile trucking is scaling from proven technology into a fully commercial business. Narang details Gatik's dock-to-dock delivery model, a contrarian bet on regional logistics over long-haul trucking that has unlocked reliable, repeatable freight for retailers, grocers and CPG companies. He points to more than $600 million in contracted revenue and a fresh $200 million Series D led by Qatar Investment Authority as proof that demand is outpacing supply. The conversation also explores the four pillars behind the Gatik Driver, from an AI-first perception and reasoning stack validated through the company's Gatik Arena simulation platform to a redundant, Level 4-capable hardware architecture built with Isuzu Motors. Narang breaks down Gatik's asset-light business model, in which leasing partners underwrite the trucks and autonomous hardware while multiyear, take-or-pay customer contracts eliminate utilization risk. He also touches on why electrification will arrive first in regional freight networks, once native EV platforms and charging infrastructure mature. From a rigorous third-party safety audit to a growing federal push for a national AV framework, Narang outlines how Gatik is positioning itself to convert proven technology into large-scale, profitable deployment. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Title: "TheCUBE Studio: Insights and Growth of Gatik with Gautam Narang 02:57 - Strategic and Technical Perspectives on Gatik's Innovative Approach 05:58 - Operational Innovation and Safety with Gatik Arena 12:44 - Investment Considerations and Partnerships 18:50 - Electrifying Futures: Concluding Perspectives #theCUBE #PhysicalAIRobotics #theCUBEresearch #NYSEWired #Gatik #AutonomousTrucking #Logistics

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