AI INSIGHT
All three companies score 72 overall, but their paths diverge sharply. Samsara leads in R&D investment (75) and AI revenue contribution (65), signaling committed long-term development, while Lytx and Geotab prioritize product integration (82 vs. 80), suggesting faster commercialization. Geotab's weakest revenue capture (55) and infrastructure (60) despite strong product integration indicates AI features aren't yet driving pricing power or customer willingness to pay—a red flag for monetization.