The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
Episode publishedPodcast: The MAD Podcast with Matt Turc...The MAD Podcast with Matt Turck
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These are not the tokens you're gonna find online. Like, you can't crawl Reddit and find out about what happened on a construction site. The Samsara system, in a given day, we're driving 99% of The US roads, usually multiple times a day. I was just in the field last week with a large energy utility, and they shared with me a really interesting stat. They said over the last hundred twenty five years, we built a certain amount of grid capacity. In the next five years, we're gonna triple that. We were talking about millions and millions of vehicles. We believe we helped prevent about 380,000 car
Hi. I'm Matt Turk. Welcome to the MAD podcast. My guest today is Sandeep Biswas, cofounder and CEO of Sensera, the $20,000,000,000 company running what might be the largest AI deployment in the physical world. Millions of vehicles, 25,000,000,000,000 data points a year, driving 99% of US roads every single day. We talked about physical AI, agents for truckers and frontline workers, humanoids, autonomous trucks, and why the AI boom is really an infrastructure construction project. Oh, and if you're enjoying this episode or if you've liked others in the past, please do us a favor and hit that su
Yeah. Absolutely. Well, first, Matt, thanks for having me on your show. I would say physical AI is really the application of AI to the physical world. So if you think about the infrastructure of our planet, it's way more than just the roads where you might see a Waymo robotaxi. It's the construction sites. It's the electrical grid. It's really kind of like all the plumbing that's under the street. It's it's it's it's everything out there. The interesting challenge, I think, with physical AI is that it's not digitized. Right? Like, is a frontier where you don't have decades of bits that you can
And maybe walk us through how AI changes that whole discussion. So, you know, there was industrial automation. Obviously, that's been going on for decades and and perhaps centuries. Then there was a whole wave of IoT and, famously your ticker as a public company is IoT and Navis AI. How how different is the current moment?
Yeah. Well, it's interesting you mentioned centuries because that is, the right time scale to think about physical infrastructure. Right? All the way back to, the Roman era. Like, there's pretty significant infrastructure out there. So many of these processes of, how do you maintain a roadway have been in place for a very, very long time. A lot of that process was manual. Right? Like, let's go inspect the condition of the road. Let's understand when it was last worked on. You know, let let's kinda dig it up and see what we find. If you think about the ability to digitize that and then use sens
Why hasn't, Silicon Valley been all over that problem space? I mean, it feels like we've been talking about chatbots and then agent more in the kind of digital and software realm. I mean, obviously, there's Tesla, there's there's there's, you know, humanoids being being built. But is that is that a did did all of that need to happen before this could be applied to the physical world, or is or is the physical world just like a different set of challenges altogether?
You know, I think it makes complete sense where all of this AI wave has started, which is in the digital word We had all the bits. We had petabytes of data to reason over, and there's a great training set. So think about all the trillions of tokens that were needed to get these models bootstrapped. The physical world is much messier, and there's also a hardware component to it. And there's kind of this s
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