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Sanjit Biswas runs what may be the largest AI deployment in the physical world — and almost nobody in AI talks about it. Samsara (NYSE: IOT), the ~$20B company he co-founded after selling Meraki to Cisco for $1.2B, puts AI on millions of trucks, cranes, and industrial assets: 25 trillion data points a year, 99% of US roads driven every single day, ~$2B in ARR growing 30% profitably. In this episode we go through the entire physical AI stack — asset tags you can run over with a truck, a paper-thin disposable tracking label, engine fault codes, and dash cams running inference at the edge — then into agents, including the Agent Studio warranty agent that compresses an hour of human work into under a minute. We also get into the uncomfortable part (when AI watches you drive all day, is that coaching or surveillance — and why drivers actually want the cameras), mixed fleets of humans and robots, why autonomous trucking will take far longer than robotaxis, and a startling stat from the field: one utility building 3x more grid capacity in the next five years than it did in the previous 125, with 90% of that demand coming from data centers. 00:00 The biggest AI deployment nobody talks about 01:16 What is physical AI? 03:04 From IoT dashboards to agentic action 04:36 Why physical AI is harder than software AI 06:07 Safety, cybersecurity, and real-world consequences 07:11 What Samsara does 08:22 $2B ARR, 25 trillion data points, and 380,000 crashes 09:44 How AI can prevent road accidents 11:28 From an MIT research project to Meraki 13:42 Learning physical operations from scratch 15:42 Samsara’s stack: sensors, intelligence, and action 16:39 Inside Samsara’s industrial asset trackers 18:36 Bluetooth, battery life, and connected infrastructure 19:49 A disposable tracking device built like a sticker 21:08 Vehicle gateways and engine diagnostics 22:16 How AI dash cams coach drivers in real time 23:28 Turning the dash cam into an AI interface 24:49 Organizing physical-world data in the cloud 26:32 Selling AI to traditional industries 27:52 Is Samsara’s real-world data its AI moat? 29:22 The network effects of covering 99% of U.S. roads 31:23 Edge AI versus cloud AI 32:35 The models running inside Samsara’s devices 33:52 Generative AI and video reasoning 35:57 Which AI models does Samsara use? 36:50 Inside Samsara Agent Studio 37:56 How an AI warranty agent works 38:50 Starting with practical, lower-risk automation 40:10 Combining agents, workflows, rules, and guardrails 42:07 What today’s AI agents still cannot do 43:07 AI ride-alongs and the future of driver coaching 45:17 Is workplace AI becoming Big Brother? 46:27 How cameras can protect and exonerate drivers 48:48 When AI becomes the judge of your work 50:37 Robots, humanoids, and mixed human-machine fleets 53:19 Samsara’s role in autonomous operations 54:50 How quickly will autonomous trucking arrive? 56:32 AI data centers and America’s infrastructure boom 58:16 Should lawyers become plumbers? Demand for tradespeople 59:54 Closing thoughts Sanjit Biswas LinkedIn - https://www.linkedin.com/in/sanjitbiswas/ X/Twitter - https://x.com/SanjitB17270430 Samsara Website - https://www.samsara.com/ X/Twitter - https://x.com/Samsara Matt Turck (Managing Director) Blog - https://mattturck.com LinkedIn - https://www.linkedin.com/in/turck/ X/Twitter - https://x.com/mattturck FirstMark Capital Website - https://firstmark.com X/Twitter - https://x.com/FirstMarkCap Listen on: Spotify - https://open.spotify.com/show/7yLATDSaFvgJG80ACcRJtq Apple - https://podcasts.apple.com/us/podcast/the-mad-podcast-with-matt-turck/id168623872

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