Enterprise · Industrial IoT
Currently tracking 22 active AI roles, up 21% versus the prior 4 weeks. Primary focus: Agent · Engineering. Salary range $102k–$319k (avg $210k).
What leadership said about AI on earnings calls (above the line, stacked by event type) vs how many AI roles the company actually posted (below the line). Each side scales to its own peak — read shape, not absolute height.
Trajectory events (left half, cyan) vs active AI roles posted (right half, slate), bucketed by stage. Darker cell = more activity for this company.
Management emphasizes the proprietary data asset (25 trillion data points) as the foundation for their AI models and competitive advantage.
“At the heart of our competitive advantage is our proprietary data asset... We now have more than 25 trillion data points flowing through our platform every year. This data provides us with the unique moat that fuels a powerful data network effect.”— Sanjit Biswas
CEO Sanjit Biswas describes the shift in their AI strategy from providing insights to delivering automated outcomes via AI agents.
“We are shifting the paradigm from providing insights in phase two, which require a human to interpret and act, to delivering automated outcomes in phase three.”— Sanjit Biswas
CFO Dominic Phillips on alignment with the AI infrastructure build-out.
“We are aligned with secular growth in physical operations that is poised to benefit from major initiatives such as the global AI infrastructure build-out”— Dominic Phillips
CFO Dominic Phillips on the company's proprietary data advantage for AI.
“First, we have a unique defensible data advantage. By instrumenting physical assets with IoT devices, we generate a large and growing proprietary data asset that cannot be easily replicated or sourced elsewhere.”— Dominic Phillips
CEO Sanjit Biswas on the opportunity for AI to transform safety coaching and automate operations.
“As we look ahead, we see a huge opportunity for AI to transform safety coaching and more broadly, automate coaching across operations. This will help our customers scale their coaching programs without adding more head count.”— Sanjit Biswas