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David Gal

Professor

Jul 8, 2026

2:59
So talk to us about that.
3:00
Yes.
3:01
So, I mean, I think roughly in the supply chain today, you know, you experience as a consumer.
3:06
You go to track something and you see, you know, left facility 18 hours ago.
3:11
Left facility 18 hours ago.
3:12
Is it going to make it? And, you know, as a consumer, it's frustrating.
3:15
But for our customers, these are real challenges.

10 MINS LATER

13:36
How does that tracking label fit into the picture? How do you expect, you know, sort of customers to use it to really be able to combat this problem?
OwenHOST
16:40
Does it work like that or am I overestimating you? So yeah, maybe you can just explain that.
16:46
So, yeah, I think like typically what we see is adoption into phase one and two and phase one and two really kind of come hand in glove together in Samsara at least.
16:54
So, you know, you digitize, you put the hardware on the vehicle, you see where it is, but you're already getting AI safety detections and this kind of stuff, which would certainly, I think, fit into the phase two framework.
17:05
Yeah.
17:06
Most customers are starting with their vehicles.
17:08
They start getting value out of that.
17:09
They see what this can do.

9 MINS LATER

OwenHOST
26:38
Like, what can you do now that you couldn't do maybe two years ago, now that we have an organization that's digitized, has insights, and is just looking to layer some form of AI agent or AI generally onto it?

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