Stack AV vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
Stack AV is building autonomous vehicle technology for commercial trucking, founded by Argo AI alumni with deep experience in large-scale AV deployment.
About
Stack AV is an autonomous vehicle company founded in 2022 by former executives and engineers from Argo AI following that company's shutdown. The founding team brings experience building and scaling self-driving systems for both passenger and commercial vehicle applications. Stack AV is focused on the commercial trucking market, developing autonomous driving software designed for long-haul freight operations. The company raised $150M in Series A funding led by SoftBank to accelerate development of its autonomous trucking system. Stack AV is developing a full-stack autonomous driving solution covering perception, prediction, planning, and mapping optimized for the operational design domain of highway freight. The company benefits from its founders' experience navigating the technical and regulatory challenges of AV deployment at scale. Stack AV represents the continued consolidation of AV talent into trucking applications as the industry pivots from passenger autonomy toward the freight sector where economics and regulatory pathways are more favorable.
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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