Samsara

“"What it did is it provided this huge tailwind for anybody making these electronic logging devices... if you were a new entrant into the market, like we were at Samsara, it really helped because basically the entire industry all of a sudden had to find budget to go out and buy these things. And a certain percentage of them clearly would say, hey, let's check out what's new out there."”

“"At Samsara, we started with land grab. But as soon as we matured and started getting up into enterprise, then what do you do? Well, you verticalize."”

“For those that aren't familiar with Andy's background, he's built some of the best sales organizations that I've ever heard of at Samsara and Meraki."”

“At Samsara, we started with land grab. But as soon as we matured and started getting up into enterprise, then what do you do? Well, you verticalize.”

“There were some very, very established players, right? AT&T had a solution. Verizon had a solution. There were a number of companies that were in sort of the hundreds of millions, half a billion in revenue already doing this.”