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  "documentTitle": "Samsara Inc. (IOT)",
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  "presentationDate": "2023-09-21 00:00:00",
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      "text": "While Samsara wants investors to know that it is ahead of the curve in AI, continues to invest in the technology and that it is a key competitive advantage, it does not freely disclose that its practices have historically been to give it away for free.",
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      "text": "Samsara Has Given AI Away For Free....",
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      "text": "While Samsara wants investors to know that it is ahead of the curve in AI, continues to invest in the technology and that it is a key competitive advantage, it does not freely disclose that its practices have historically been to give it away for free. As a result, we question the upside to investors from having a cost center dedicated to AI with a difficult to quantify return on investment.",
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      "kind": "quote",
      "text": "So AI was a big enabler for us as a company... We've been growing that over the years. We have been building AI into our products... AI has been core to how we built our product over the last 5 years.",
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      "text": "For example, in late Winter 2020 (March), all of Samsara's customers who had previously purchased our Dashcams were automatically eligible to use a plethora of new A.I. features free of charge. — Samsara Product Update Document. \"So AI was a big enabler for us as a company... We've been growing that over the years.\" — Goldman Conf (Sept 2023). \"We have been building AI into our products and investing in AI technologies for 5 years now.\" — Analyst Day (June 2023). \"AI has been core to how we built our product over the last 5 years, and our data moat is one of our key competitive advantages.\" — Q1 2024 Call (June 2012).",
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      "text": "Source: City of Cocoa, FOIA",
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      "text": "Source: Goldman Conf (Sept 2023), Analyst Day (June 2023), Q1 2024 Call (June 2012)",
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