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.
Toronto autonomous trucking AI with $280M+ raised ($200M Series B, Uber/Khosla, 2024); Volvo VNL Autonomous truck partnership targeting 2025 driverless launch competing with Aurora Innovation for Class 8 freight.
Waabi is a Toronto, Ontario-based autonomous trucking company — having raised over $280 million including a $200 million Series B in June 2024 led by Uber and Khosla Ventures — developing the Waabi Driver, an end-to-end generative AI system that operates Class 8 trucks without human safety drivers using a single interpretable neural network rather than the rule-based stacks used by competitors. Founded in 2021 by CEO Raquel Urtasun (University of Toronto professor, former Chief Scientist of Uber ATG, and endorsed by NVIDIA CEO Jensen Huang and AI pioneer Geoffrey Hinton), Waabi has partnered with Volvo Autonomous Solutions to produce the Volvo VNL Autonomous truck — featuring Waabi's AI driver integrated with six redundant safety systems and manufactured at Volvo's New River Valley plant in Virginia. Waabi runs autonomous freight shipments for Fortune 500 companies through its Uber Freight partnership in Texas, and has demonstrated complete autonomous driving capability across highways and general surface streets with driverless commercial operations targeting 2025.
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