Samsara · Companies · The Inference

Applications

Samsara's founders sold $22 million of stock the week its AI agents launched, $261 million this year

SEC filings show Samsara chief executive Sanjit Biswas and chief technology officer John Bicket each sold exactly 263,900 shares across the three days their Agent Studio AI platform reached all customers. The selling schedule was fixed a year in advance; the agents still carry no listed price.

October 16, 2026 · 3 min read

Platforms

Samsara opens its fleet data to any AI agent; SAP keeps agents in Joule

Samsara and SAP put rival models for AI agent access on the market inside a fortnight: open records under the customer's own permissions, or a governed platform inside the vendor's walls. Samsara's $2.125B ARR, up 30%, with its largest customers growing more than 50%, is the early receipt for the open road.

October 7, 2026 · 3 min read

Applications

Samsara's founders banked $20M in lockstep while buyers paid up for the Volkswagen pop

Sanjit Biswas and John Bicket each sold exactly 263,900 Class A shares over three days, under trading plans adopted a year earlier to the day. The same week Volkswagen's data deal landed, buyers paid $40.04, above every founder price.

October 2, 2026 · 3 min read

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Market snapshot

Latest on Samsara

Fleets got AI agents from Samsara and Motive this month, and nobody has quoted a price

Samsara's founders sold $22 million of stock the week its AI agents launched, $261 million this year

Samsara opens its fleet data to any AI agent; SAP keeps agents in Joule

Samsara's founders banked $20M in lockstep while buyers paid up for the Volkswagen pop