Samsara becomes a dashboard on someone else's data.
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.
One path that gets here
A · Then our agents ride on every vehicle licenseD · Drop the box. Read the factory feeds instead