Samsara CEO在播客中泛谈自动驾驶卡车与供应链可视化，未披露新增订单或合作

【播客逐字稿片段 · The MAD Podcast (Matt Turck)】
单集:The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
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And from your perspective as a business, you would just par it all.

Uh I guess where would automated trucks and humanoids on the construction site fit in the overall picture at Simsar?

>> Well, practically speaking, most of our customers would tell you they're supply limited in terms of labor, right?

So these are uh labor intensive asset heavy industries.

So they welcome this idea of like could I automate some of this labor so we can basically perform more.

So that's kind of like our customers are are going to be around.

they have like a lot of work to do.

What we want to do is provide the sort of uh single pane of glass so they can orchestrate the whole operation, trigger the workflow of like okay that truck is arriving from Dallas.

Let's get queued up so the warehouse systems ready to go and accept it.

Um let's make sure that we're notifying our end customer and so on.

And then I showed the tracking label earlier.

You could put that on the pallet of goods.

So you can track it end to end as it's changes hands through the supply chain as it makes its way to a job site um as it's installed.

This is all very opaque today.

Like if you think about your, you know, shipments that you receive as a consumer, you might get like five five updates, right?

Like left this left the facility, you know, out out on the road, out for delivery, etc.

We see like hundreds and hundreds of pings.

That's going to be really important when things are moving on their own.

you know, where is that um aerospace assembly, right?

Like we have customers who want to know where this really expensive asset is that they need to perform their job right now.

That's sort of like unttracked.

>> Do you think uh automated uh you know self-driving trucking is just around the corner?

It seems to be around the corner for cars.

I mean obviously it's already happening with Whimos uh and and Teslas now and automated pilot.

In three years are we at 10% uh self-driving trucks?

Are we at 75%?

What's your gut?

>> I think on the robo taxi side it's going to happen a bit faster because the operations are much more regional.

Um they're much more um similar, right?

Like the way that you and I ride in a taxi across town is going to be quite similar.

And so that's I think where you're going to see the biggest sort of like visible impact of autonomous vehicles.

Um, on the trucking side, it's also important to realize like there's long haul trucking and kind of like moving stuff from point A to point B.

That tends to be a minority fraction of what the commercial vehicles on the road are doing.

Most of the commercial vehicles are um in like industries like field service, right?

So, they're HVAC technicians or plumbers, electricians, so people performing some work.

Um, and they're also they're either doing something like that or they're in industries like construction where they're building the road.

that tends to be where current day sort of like autonomy doesn't work so well.

It's like the really messy long tail.