Physical Operations

topic on 3 shows · 3 statements across 3 episodes

the Official SaaStr Podcast the MAD Podcast 20VC

3 statements about Physical Operations, every show

MAD Assertion Supported

Physical operations industries account for 40% to 50% of global GDP

“All of these industries, they make up about 40, 50% of world GDP.”

Sanjit Biswas Jul 29, 2026 ▶ 5:51 The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas

SAASTR Insight

Physical operations industries scale by consolidating rather than organic startup growth

“In operations, these are asset intensive, labor intensive industries. They tend to actually consolidate.”

Sanjit Biswas Nov 12, 2024 ▶ 37:40 Samsara’s Rise to Vertical SaaS Leader and $1B+ ARR with Samsara's CEO and Co-Founder

20VC Assertion Supported

Sanjit Biswas: Physical operations account for 40% of global GDP

“We're talking about 40% of world's GDP.”

Sanjit Biswas Dec 8, 2023 ▶ 1:05:43 Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings

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