### Jobs 1. [[Smart Trailer and Connected Equipment]] ### About Samsara Samsara Inc [Samsara Inc. | MarketLine](https://advantage.marketline.com/Company/Summary/samsara-inc_2437753) ![[Samsara Revenue Chart.png]] Investor docs - [[Samsara Q3-FY24-Investor-Presentation.pdf]] Industrial IoT and Fleet Ops applications Data platform ### Cultural principles, values - Focus on Customer Success, - Build for the Long Term, - Adopt a Growth Mindset, - Be Inclusive, - Win as a Team ### Why join Samsara? 1. I want to join company that's building with long term objectives in mind. Bold step to create data platform around IoT and Fleet Ops. Requires long term thinking to build both HW and SW together and platform thinking mindset. 2. Want vibrant culture and promotes collaboration. Harsh shared that product leadership is quite strong and promotes ownership. For example, product VP wanted to understand key roadblocks but didn’t want to intervene in prioritization process. 3. Aligned with Samsara's mission of improving safety, efficiency and sustainability of operations powering global economy ### Why leave Dell? - Slow innovation path, unable to take big bets to address customer pain points, learning curve will plateau after couple of years - Focus is more on holding the market share than on growing TAM ### Why you for Staff PM role? - Unique combination of experience across logistics, SCM, platform product management. - Porter’s experience + platform PM experience. Samsara needs to focus on helping customers improve utilization, reliability and convenience from their data platform. - Learning mindset and grit, connecting the dots - e.g., complex automotive supply chains that rely of efficient transportation, Porter which has last mile uber-for-logistics business model, Dell's commerce platform that handles 500M API calls per week. ### Samsara moat - Vertically integrated platform based approach: HW-SW data platform which is difficult to copy and requires investment in platform and hardware both. - Big TAM: ~$100B - Digitizing physical ops is a large TAM where platform-based approach and growing products at scale is important - Multi-pronged: Developing multiple product stacks that will grow independently and will create cross-selling opportunities ### New product initiative ideas - Launch sensor HW marketplace that integrates data to Samsara Cloud - Insights on top of insights - anomaly detection - Driver productivity changes over time - Check if driver needs any help, is he/she facing any potential health problems if we see their attention dropping over time? - Truck health over time - comparing depreciation of trucks over time based on usage to identify anomalies ### Samsara products 1. Efficiency - 1. Utilization of vehicles, drivers 2. Vehicle performance, proactive servicing monitoring 3. Route optimization 4. Driver performance 2. Sustainability 1. Fuel usage reduction 2. EV usage, penetration 3. Energy generation 3. Safety 1. Compliance 2. Security of goods 3. Human safety tools - video analysis on driver attention, Insights have 3 main purposes: 1. Optimize performance of moving objects (e.g. trucks, trailers) and humans (e.g. field workers) by predicting metrics, driving efficiency 2. Detect anomalies (e.g. route diversions, extra stops, human accidents, human errors, equipment failures) 3. Nudge behavior to enforce expected process flows to maximize compliance ### Harsh call - 2024-01-06 - Goal - Immediate 2 levels will be different - Above the firmware level, you're responsible for dashboard portal data shown and APIs exposed to customers. - Strategic priorities - Initial call will be general - why do you want to switch - TMAY - Expectations of salary - don't give your number - She'll give you a max number - 3 revenue streams - Telematics - transportation, logistics, construction companies - Video safety - camera, AI based products - Smart trailers & connected equipment (STACE)- equipment is IoT box - Smart trailer - Engine piece, hauling the trailer. Smartness is on the trailer. - Goal is to grow this BU, bring visibility to fleet manager of trailers. Right now, visibility is there for trucks, not trailers. - Ask about career progression? What is the culture when it comes to moving teams? ### 1st call: Mari Cantu Introduction Questions for Mari - STCE is one of the 3 revenue streams. What is the goal of your team? Acquire new customers or cross-sell existing ones? - Fastest growing product line - EU biz line, 0 to 100. - What's the future of STCE? How are we envisioning ability to build advanced insights. - How is the team structured? - Staff PM - most senior IC - player coach role, reports to director to VP to Sanjit - Staff 1 & 2. - How will you and the HM think about career progression path for me? - What kind of customer interface I’ll have? Can you give me an example? - Visit customers in person, understand needs, feedback to build Salary - Base $167 - $205 - 20% bonus - - Stock - 3 year vest - Annually get more stocks Customer feedback