Armada addresses the market gap left by traditional data centers, which only cover 30% of the globe. By using modular, rapidly deployable "AI factories," the company aims to bridge the digital divide and bring AI capabilities to remote and underserved regions.

AI will operate our computers, making our primary role monitoring. This frees people from desks, accelerating the need for a mobile interface like AR glasses to observe AI and bring work into the real world, transforming productivity.

RunTools visualizes AI agents as avatars in a 3D virtual office. This gamified interface serves a practical purpose: managers can "walk over" to an agent's desk and see its screen in real-time. This offers an intuitive, "look over their shoulder" method for monitoring and debugging complex automated tasks.

A simple, on-premise AI can act as a "buddy" by reading internal documents that employees are too busy for. It can then offer contextual suggestions, like how other teams approach a task, to foster cross-functional awareness and improve company culture, especially for remote and distributed teams.

Instead of a complex, full-funnel AI integration, companies can get a faster ROI by targeting a high-leverage, contained activity. Post-sales support, like using vision AI to verify warranty claims, is an ideal starting point for tangible results and building internal momentum.

While on-device AI for consumer gadgets is hyped, its most impactful application is in B2B robotics. Deploying AI models on drones for safety, defense, or industrial tasks where network connectivity is unreliable unlocks far more value. The focus should be on robotics and enterprise portability, not just consumer privacy.

Samsara's AI systems, like in-cab cameras, are built to function without connectivity for extended periods (e.g., a week). They gracefully degrade and sync when back online, a crucial feature for industries like utilities construction working in areas without roads or cell signals.

For companies wondering where to start with AI, target the most labor-intensive, process-driven functions. Customer support is an ideal starting point, as AI can handle repetitive tasks, leading to lower costs, faster response times, and an improved customer experience while freeing up human agents for more complex issues.

AR and robotics are bottlenecked by software's inability to truly understand the 3D world. Spatial intelligence is positioned as the fundamental operating system that connects a device's digital "brain" to physical reality. This layer is crucial for enabling meaningful interaction and maturing the hardware platforms.