The agents sell. Then the trucks ship their own.
You put a per-truck agent fee on top of every vehicle license. Margin grows, as long as fleets keep renewing the boxes.
The CFO: Agent attach is 38%! Revenue per vehicle is up six quarters straight! I put the chart on a mug!
On the wall screen, a truck maker's launch: every new tractor ships with its own gateway, camera feed and dispatch agent. Free for five years.
The CFO: Our contracts run 3 to 5 years, though. Nobody rips a box out of a truck mid-contract. Right?
OMNI: HOLD IT! Nobody rips it out. They just don't bolt the next one in. Lovely renewal season this year.
Head of Hardware: 4,000 of next year's renewals are fleets buying new trucks. The new trucks come wired.
- A. Fold the agents in. Outbuild the truck makers. Defend the box.
- B. Quit racing the truck makers. Let every agent in. Late, and free to every lab.
- C. Then we stop renting boxes. We run the jobs. The truck makers are a year ahead.
- D. Drop the box. Read the factory feeds instead. No hardware. Pure software margin.