Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
NYSE-listed rideshare and delivery platform (UBER) with $43.6B gross bookings in 2023 and first GAAP profit; expanding with Waymo AV partnership competing with Lyft and DoorDash across mobility verticals.
Uber is a global technology platform that revolutionized urban transportation — connecting riders with drivers through a smartphone app for on-demand rides (UberX, UberXL, UberBlack) and expanding into food delivery (Uber Eats), freight logistics (Uber Freight), grocery delivery, and package delivery. Listed on NYSE (NYSE: UBER), Uber operates in 70+ countries and 10,000+ cities, generating $43.6 billion in gross bookings and $10.1 billion in revenue in 2023, achieving its first full-year GAAP profitability in 2023 after years of losses.
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