11 agents left. One started bolted to a truck.
11 agents now run the world's trucks, plants and job sites. One began life as a gateway under a dashboard.
The Chair: Licenses are 12% of revenue. Our agent holds 52% of what our customers know about their own operations.
The Chair: Siemens wants us at 4x today's value: the agent, and every factory floor it will ever walk onto.
The Buyer: We have built the machines for 180 years. It seems only fair we own what runs them.
You charged for jobs done, not trucks, and favored no truck maker or lab. Fleets handed your agent the whole operation. Now Siemens wants it.
One path that gets here
A · Then our agents ride on every vehicle licenseB · Quit racing the truck makers. Let every agent inB · We keep the data. Our agent learns from itA · Then our agent runs the whole fleet. Any lab