Side-by-side comparison of AI visibility scores, market position, and capabilities
Drone-based warehouse inventory. 99.9% accuracy, 80% less manual counting. $74M raised ($40M Series B Feb 2026). Carnegie Mellon spinout. 250% bookings growth.
Gather AI is a warehouse automation company that uses autonomous drones to conduct inventory counts with a level of accuracy and frequency that manual processes cannot achieve at comparable cost. A spinout from Carnegie Mellon University, the company was founded on robotics and computer vision research that enables drones to navigate complex warehouse environments, read barcodes and RFID tags, and build precise inventory maps without requiring warehouse modifications or dedicated human operators to supervise each flight.\n\nThe Gather AI system delivers 99.9% inventory accuracy and reduces manual counting labor by 80%, enabling warehouse operators to conduct cycle counts far more frequently than traditional quarterly or annual physical inventories allow. Higher-frequency inventory data directly improves operational efficiency: it reduces stockouts, prevents overordering, accelerates order fulfillment, and gives supply chain teams the real-time visibility they need to respond to demand shifts and supply disruptions. The system is designed to operate during normal warehouse hours without disrupting ongoing picking and fulfillment operations.\n\nGather AI raised $40 million in a Series B in February 2026, bringing total funding to $74 million, and has achieved 250% year-over-year growth as warehouse operators accelerate automation investment. The company is operating in a warehouse automation market driven by e-commerce growth, labor cost inflation, and increasing supply chain complexity. Drone-based inventory, once a proof-of-concept, has matured into a commercially proven solution that Gather AI is deploying at scale across distribution centers, 3PLs, and retailers seeking to modernize their inventory management without capital-intensive fixed infrastructure.
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.
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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