Physical AI moats require real-world edge data you cannot crawl online
Sanjit Biswas · The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas · Jul 29, 2026 · at 28:34
Sanjit Biswas, co-founder and CEO of Samsara, discusses defensibility and moats in physical AI compared to commoditized public web-scraped AI models.
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“These are not the tokens you're going to find online. Like you can't crawl Reddit and find out about what happened on a construction site, right? Nor can you do you know, test time reasoning about it. You can't just, you can simulate all kinds of environments, but Really what our customers need to know is like what was going on in that specific environment at that time, right? That requires this interplay of hardware and software, but also the change management.”
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