BuccoCapital Bloke on X
$IOT 13% after hours. Monster company firing on all cylinders https://t.co/Zfo3Wy7qxN
NYSE
Samsara Inc.
IOT
2 stories
$24B Market cap · 2026-10-15
Convequity on X
Samsara and the physical-AI narrative We exited $IOT. The market is still pricing it as a core beneficiary of the coming wave of AI-enabled robots in warehouses, offices, and homes. Our read is different. Samsara’s real differentiation is software orchestration for distributed IoT fleets, not proprietary sensors or hardware. The physical sensors are outsourced to Asian manufacturers, and the orchestration layer itself is exactly the part of the stack that AI coding tools are making easier to replicate. As a result, the competitive position looks less durable than the current narrative suggests.
Investor Letters
Letters that discuss IOT.
