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We sold Meraki to Cisco for a billion dollars. Then we looked at the physical world and realized it was still operating completely blind. That was the next problem.
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A trucking company with 500 vehicles had no idea where half of them were at any given time. That is not a technology problem. That is an information vacuum.
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The physical operations economy is bigger than the digital economy. But it has a fraction of the software spend. That gap is our entire opportunity.
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Our dashcams do not just record accidents. They coach drivers to prevent accidents. That is the difference between a camera and an AI platform.
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We went from zero to a $20 billion market cap by putting sensors on things that move. It sounds simple because the best ideas always do.