🎧 播客逐字稿The MAD Podcast (Matt Turck)Codex · 实盘不做把握 9/10标签:podcast_transcript
北京时间·🕒 发布 19:30:00时区推断·⟳ 抓取 19:46:38·⚡ 决策 07-30 21:10:46 +1h24m·88.8 天前
Samsara CEO 在播客中回顾创业经历与供应链兴趣,未披露新增业务催化
片段内容只是 CEO 回忆 2006 年创业经历、学习 physical operations 的背景,以及对 Amazon 包裹物流的好奇,没有新增订单、客户、产品、指引或财务量级。
📄 原文The MAD Podcast (Matt Turck)↗ 原文
【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 片段…
不做 Samsara(IOT.US)
本片只是 CEO 创业经历和行业兴趣回顾,没有新增订单、客户、部署规模、收入指引或供应链传导,无法形成正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 low · price-in 风险 low ↗
关键理由
- 片段内容只是 CEO 回忆 2006 年创业经历、学习 physical operations 的背景,以及对 Amazon 包裹物流的好奇,没有新增订单、客户、产品、指引或财务量级。
- Amazon 和 supply chain 只是访谈语境中的泛化例子,不构成 Samsara 或供应链公司的可交易同向催化。
主要风险
- 若后续完整播客其他片段出现具体客户、订单、AI 部署规模或收入指引,需要由新信号重新研判。
原文全文
展开原文 · 3,329 字
【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
片段:第 6/24 片(全集切片后按关键词筛出本片) · 本片命中:Amazon、supply chain
说明:以下为该集逐字稿的**连续原文片段**(未删改;英文档为 YouTube 自动字幕/节目原文,可能有识别误差)。请只就本片内容判断是否构成**可交易**事件 —— 公司/产品/订单/产能/需求/合作/资本开支/高管表态等;泛泛的观点、预测、行业感想不算。若本片无可交易内容,判为不做。
--- 片段原文 ---
We ended up moving to California.
Um and it was fascinating because this is 2006 like 20 years ago.
Wi-Fi was a brand new kind of naent technology and there were some real challenges, right?
How do you do guest access?
How do you do networks at scale?
How do you deal with people starting to use YouTube which was brand new back then?
Like hard to imagine, right?
Um but that kind of exposed us to how fun it was to solve real problems.
And um we had a huge, you know, kind of deep background in networking.
We had a lot of friends from grad school that we recruited to start that company.
And so we got off the ground quickly.
we started seeing these devices get out in the world and Moroi ended up kind of just growing and growing and growing.
It was doubling in revenue every year.
Um so that was the beginning of our entrepreneurial journey.
It was a little bit of an accidental start.
>> And when you started Samsara, you know, as opposed to to what you did in Moro, that was a brand new area where u as far as could tell from what I read like you guys didn't have a prior background in that.
So like how does one become an expert as an entrepreneur in a domain that they don't have a background in?
>> Yeah, you're you're very right.
We had never spent time like in a loading dock or warehouse or like in a construction yard.
Um but we were always fascinated by them and I think that was really the key is uh this is just like nerdy curiosity of like well how does electrical grid really work?
Right?
I have an electrical engineering background.
I was just always kind of like fascinated by this.
um or like supply chain if you're just curious about like well that Amazon package like how how far did it travel like you know where where were the goods stored like all of those kinds of questions were fascinating to us and um similar to Maro we weren't intending to start this company right out of Cisco like we had been kind of on this pretty intense run uh but the curiosity kind of got the better of us and we started reading lots of books about this and you know like just trying to learn about the world um the challenge with physical operation though is you can't learn about it in a book like you actually need to go on site and to do that you need a reason you need an excuse essentially and so we said well maybe we can be helpful to these industries right because um like I was saying earlier it's the infrastructure of our plan so massive there have to be interesting problems to solve there so we kind of started this company market first very steep learning curve and I have to say as a second time through entrepreneur I'm really glad we had that experience because had we gone back and it we probably would have overweighted our prior experience and said, "Hey, this is how it's done or this is how we did it at Moroi." Uh, with Samsara, it's a different customer.
We serve the world of operations much more than the kind of technical buyer.
单集:The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
片段:第 6/24 片(全集切片后按关键词筛出本片) · 本片命中:Amazon、supply chain
说明:以下为该集逐字稿的**连续原文片段**(未删改;英文档为 YouTube 自动字幕/节目原文,可能有识别误差)。请只就本片内容判断是否构成**可交易**事件 —— 公司/产品/订单/产能/需求/合作/资本开支/高管表态等;泛泛的观点、预测、行业感想不算。若本片无可交易内容,判为不做。
--- 片段原文 ---
We ended up moving to California.
Um and it was fascinating because this is 2006 like 20 years ago.
Wi-Fi was a brand new kind of naent technology and there were some real challenges, right?
How do you do guest access?
How do you do networks at scale?
How do you deal with people starting to use YouTube which was brand new back then?
Like hard to imagine, right?
Um but that kind of exposed us to how fun it was to solve real problems.
And um we had a huge, you know, kind of deep background in networking.
We had a lot of friends from grad school that we recruited to start that company.
And so we got off the ground quickly.
we started seeing these devices get out in the world and Moroi ended up kind of just growing and growing and growing.
It was doubling in revenue every year.
Um so that was the beginning of our entrepreneurial journey.
It was a little bit of an accidental start.
>> And when you started Samsara, you know, as opposed to to what you did in Moro, that was a brand new area where u as far as could tell from what I read like you guys didn't have a prior background in that.
So like how does one become an expert as an entrepreneur in a domain that they don't have a background in?
>> Yeah, you're you're very right.
We had never spent time like in a loading dock or warehouse or like in a construction yard.
Um but we were always fascinated by them and I think that was really the key is uh this is just like nerdy curiosity of like well how does electrical grid really work?
Right?
I have an electrical engineering background.
I was just always kind of like fascinated by this.
um or like supply chain if you're just curious about like well that Amazon package like how how far did it travel like you know where where were the goods stored like all of those kinds of questions were fascinating to us and um similar to Maro we weren't intending to start this company right out of Cisco like we had been kind of on this pretty intense run uh but the curiosity kind of got the better of us and we started reading lots of books about this and you know like just trying to learn about the world um the challenge with physical operation though is you can't learn about it in a book like you actually need to go on site and to do that you need a reason you need an excuse essentially and so we said well maybe we can be helpful to these industries right because um like I was saying earlier it's the infrastructure of our plan so massive there have to be interesting problems to solve there so we kind of started this company market first very steep learning curve and I have to say as a second time through entrepreneur I'm really glad we had that experience because had we gone back and it we probably would have overweighted our prior experience and said, "Hey, this is how it's done or this is how we did it at Moroi." Uh, with Samsara, it's a different customer.
We serve the world of operations much more than the kind of technical buyer.
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