Gatik AI vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
Autonomous middle-mile trucking. First US company to operate fully driverless trucks at commercial scale. $600M in contracts. Founded 2017, Mountain View. $273M raised.
About
Gatik AI was founded in 2017 in Mountain View, California, by researchers from Carnegie Mellon University and the University of Edinburgh with the mission of making autonomous trucking commercially viable by focusing on the middle mile — the fixed, repeatable B2B routes between distribution centers, warehouses, and retail locations. Unlike long-haul autonomous trucking companies pursuing complex, unpredictable highway routes, Gatik's operational design domain strategy restricts its vehicles to known, mapped corridors where the constrained environment allows for earlier commercial deployment and faster safety case accumulation.\n\nGatik operates Class 3–6 autonomous trucks on B2B delivery routes for major retail and logistics customers, including Walmart, Loblaw, and Georgia-Pacific. Its proprietary autonomy stack handles route navigation, obstacle detection, loading dock operations, and multi-stop delivery sequences within its defined operational corridors. Gatik became the first US company to commercially operate fully driverless trucks — with no safety driver onboard — at scale, a milestone that validates its safety case methodology and positions it ahead of competitors still requiring human supervision.\n\nGatik has secured $600M in contracted revenue from its customer base, providing revenue visibility unusual for an autonomous vehicle company at its stage. The company raised over $100M in total funding and has expanded its geographic footprint across multiple US states and Canada. Gatik's middle-mile focus, commercial driverless operations milestone, and long-term customer contracts differentiate it from both fully driverless trucking moonshots like Waymo Via and traditional fleet management technology companies, positioning it as the most commercially grounded autonomous middle-mile operator in North America.
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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