#samsara Tech News.
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AISaaStrabout 2 hours ago
Physical-World B2B Software Outgrows AI-Threatened PeersShopify, Toast, and Samsara posted strong quarters, with revenue up 34%, 23%, and 31% respectively, as physical-world B2B software outperforms AI-exposed categories. These companies price on transactions, locations, or assets rather than seats, capturing customer volume growth instead of being capped by headcount.
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