hardware
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 19, 2022 by Kiren Sekar · across every show →
Everything said about hardware, oldest first
Mar 19, 2022 positive
Dec 22, 2022
Patterson: Samsara packages hardware directly into ongoing recurring SaaS subscriptions
“So in charging for our hardware, we put it as part of a subscription. We make sure that our customers know We are giving you a service, and the hardware is one component of that to enable us to be able to give you a certain type of experience. Our customers ha…”
Jun 5, 2026 positive
Enduring Software Moats Are Hardware, Network Effects, Data, and Compliance
“The moats that are still working are still the same ones, which is hardware, because it's so hard to actually create hardware. Network effects. Network effects has always been really hard to create, but once you have it, oh boy, this is a gift that is going to…”