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gautam narang

T2 · manager / operator

Gautam Narang leads Gatik, an autonomous trucking company, discussing its partnership with PepsiCo and expansion plans.

1 call·1 name·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$GATIKGatikposition

Gatik raises $200M to scale autonomous middle-mile logistics with PepsiCo, $600M+ backlog, asset-light model

Gatik secured $200M to expand its autonomous truck fleet for middle-mile logistics, backed by multi-year contracts with PepsiCo and other major retailers; the asset-light model generates hundreds of millions in paid commitments and targets a $300B North American market.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $GATIK

recurring themes

  • Robotics & Physical AI1
1 total
$GATIK
Gatik
HIGHgautam narang·Bloomberg Tech·last month·Nvidia Earnings, Apple’s AI Macs and OpenAI’s Chip Push | Bloomberg Tech 8/25/2026· position
Gatik raises $200M to scale autonomous middle-mile logistics with PepsiCo, $600M+ backlog, asset-light model
Gatik secured $200M to expand its autonomous truck fleet for middle-mile logistics, backed by multi-year contracts with PepsiCo and other major retailers; the asset-light model generates hundreds of millions in paid commitments and targets a $300B North American market.
"EXPANSION. MOST RECENTLY WE ANNOUNCED OUR PARTNERSHIP WITH PEPSICO. IT IS MULTI YEARS. WE STARTED WORKING WITH PEPSI IN 2022. SINCE THEN, WE HAVE SCALED OUR OPERATIONS TO MORE THA…"
18:20
7
Robotics & Physical AItailwind
Gatik's asset-light autonomous middle-mile logistics scales with $600M+ contracts from PepsiCo and retailers
Gatik focuses on middle-mile autonomous trucking (not robotaxis) with an asset-light model where vehicles stay off its balance sheet; multi-year contracts with PepsiCo and other retailers provide hundreds of millions in paid commitments, targeting a $300B North American market.