In our first episode of season 3’s What Matters Most, Sands Capital’s Emerson Bluhm explains why Samsara’s integrated hardware and software technology continues to gain market share and why this investment opportunity is aligned with Sands Capital’s philosophy. Join us as we explore the future of real-world operations and why Samsara is poised to become a leader of this ~$4 billion North American market.

Show Notes

(1:17) From Private Funding to Public Success

(3:50) A Software Company that Knows Hardware

(4:43) Why Physical Operations is Ripe for Disruption

(6:54) Leadership with a Proven Track Record

(11:04) The Value of Samsara’s Integrated Platform

(16:17) ‘AirTags’ for Cranes, Tools and Everything in Between

(19:44) Third-party Integrations and Realtime Decision-making

(21:07) Return-on-investment for End Users

(22:34) Samsara’s Long-term Growth Potential

(24:13) The Stickiness Subscription-based Revenue

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Samsara: Steering the Future with Integrated Fleet Technology

Sands Capital - What Matters Most