Convoy vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
Convoy was the digital freight marketplace that reached $3.8B valuation before shutting down in October 2023; assets were acquired by Flexport as the US trucking industry's digital transformation continues.
About
Convoy was a Seattle-based digital freight network that operated an automated matching platform connecting shippers with trucking carriers, aiming to bring Uber-style efficiency to the highly fragmented US trucking industry. Founded in 2015 by Dan Lewis and Grant Goodale, Convoy raised over $900M from investors including Google, Jeff Bezos, and T. Rowe Price, reaching a peak valuation of $3.8 billion as it grew to handle hundreds of thousands of loads per month across a network of hundreds of thousands of trucks.
NYSE-listed (IOT) connected operations platform at $1.26B ARR with 40%+ growth; AI dash cams, fleet telematics, and equipment monitoring competing with Geotab and Motive for physical operations IoT.
About
Samsara is a San Francisco-based IoT platform providing connected operations visibility for physical industries — fleet management (GPS tracking, driver safety cameras, HOS compliance), equipment monitoring (utilization, fault detection), and site visibility (fixed cameras, environmental sensors) — serving transportation, construction, field services, utilities, and logistics companies that operate mobile assets and physical facilities. Listed on NYSE (NYSE: IOT), Samsara was founded in 2015 by Sanjit Biswas and John Bicket (founders of Meraki, acquired by Cisco) and generated $1.26 billion in annualized recurring revenue in fiscal year 2025 with 40%+ growth, serving 22,000+ customers including Coca-Cola Bottling, Canada Dry, and major US school districts.
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