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Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas Analytics Table

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About Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas

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Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles and job sites. Capturing 90 billion miles of driving data each year, Samsara operates at a scale matched only by a small handful of companies. Sanjit discusses why physical AI is fundamentally different from cloud-based AI, from running inference on two- to ten-watt edge devices to managing the messy diversity of real-world data—weather, road conditions, and the long tail of human behavior. He also shares how advances in foundation models unlock new capabilities like video reasoning, why distributed compute at the edge still beats centralized data centers for many autonomy workloads, and how AI is beginning to coach frontline workers—not just detect risk, but recognize good driving and improve fuel efficiency. Sanjit also explains why connectivity, sensors, and compute were the original “why now” for Samsara, and how those compounding curves will reshape logistics, field service, construction, and every asset-heavy industry. Hosted by Sonya Huang and Pat Grady, Sequoia Capital 00:00 Introduction 01:55 Sanjit's Journey: From Meraki to Samsara 03:26 The Evolution of Physical AI 04:53 Samsara's Impact on Various Industries 07:42 Challenges and Innovations in Physical AI 10:22 Data Utilization and Risk Management 16:06 Scaling and Go-to-Market Strategies 18:53 Curiosity-Driven Ventures 20:00 The Future of Autonomy 20:15 The Evolution of Autonomous Vehicles 20:32 Impact of Autonomy on Operations 21:35 Autonomy in Warehouses and Beyond 22:49 The Role of AI in Risk Management 24:01 The Future of AI in Physical Operations 26:14 Samsara's Product Evolution 29:00 The Impact of Connectivity on AI 30:13 Edge Computing vs. Cloud Computing 31:58 AI's Transformative Potential by 2030 36:48 Advice for Aspiring AI Founders

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