Joby Aviation vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
Public eVTOL developer (NYSE: JOBY). Nearing FAA certification. $1.4B cash. 2025 rev $53.4M. Dubai commercial flights planned 2026. Founded 2009, Santa Cruz CA.
About
Joby Aviation (NYSE: JOBY) develops an all-electric vertical take-off and landing aircraft for commercial air taxi service. Founded in 2009 by JoeBen Bevirt, headquartered in Santa Cruz, California. Aircraft carries pilot + 4 passengers at 200 mph with 100-mile range. Market cap ~$8.78B (March 2026).
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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