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  "documentTitle": "Samsara Inc. (IOT)",
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  "presentationDate": "2023-09-21 00:00:00",
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      "text": "Most light- and heavy-duty truck OEMs are increasingly integrating telematics, modems, and safety cameras and accompanying data services into their commercial vehicles. Rather than solely representing a new channel, we believe that OEMs in the best case will compress pricing and in the worst case will increasingly represent direct competition",
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      "text": "Most light- and heavy-duty truck OEMs are increasingly integrating telematics, modems, and safety cameras and accompanying data services into their commercial vehicles. Rather than solely representing a new channel, we believe that OEMs in the best case will compress pricing and in the worst case will increasingly represent direct competition",
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      "kind": "quote",
      "text": "...what happens when the OEMs themselves do all of these things. There's cameras in every vehicle that's rolling off a lot right now. There's cellular connectivity in every vehicle... It's been really disruptive in this past year.",
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      "text": "\"...what happens when the OEMs themselves do all of these things. There's cameras in every vehicle that's rolling off a lot right now. There's cellular connectivity in every vehicle... It's been really disruptive in this past year. It's been loomingly disruptive, I think, for the past handful of years, but it's going to continue to get more traction, which will in turn drive prices down on the basic, again, telematics function, location, driver behavior, stuff like that...I think OEM is more disruptive in the light-duty space because in the light-duty space for an OEM, your use case is a little smaller.\" — Tegus Interview with Associate VP of Carrier Sales at Geotab, 7/31/23",
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      "text": "Source: Ford Commercial Solutions website, OnStar Business Solutions website, Tegus",
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      "text": "Comparison of Ford Commercial Solutions and GM OnStar Business Solutions, listing their integrated services and third-party partners.",
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      "text": "We Also Believe OEM Integration Poses Underappreciated Threats to Samsara",
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