Samsara becomes a dashboard on someone else's data.
You stopped selling gateways and read the truck makers' own data feeds instead. No installs, no devices, as long as the truck makers keep sharing.
No more gateways. You read the truck makers' feeds instead. In 2029 two of them start charging for the feed, and one stops sharing it.
Head of Hardware: We used to own the sensor. Now we rent the data from people who'd rather we didn't exist.
The Buyer: Permira is delighted. 1.1x revenue for a dashboard with no sensors. We'll find someone to show it to.
Outcome: Lost as a feature
You gave up the hardware to read other people's data. A dashboard is the first thing an agent replaces, and truck makers owned the feed.