Category Visionaries Simon Jagers, Founder of Samotics: $80 Million Raised to Build the Data Fabric of Smart Factories Through Sensorless Industrial Monitoring
Samotics is pioneering a revolutionary approach to industrial asset monitoring, delivering condition, performance, and energy efficiency insights for hard-to-reach industrial equipment without requiring sensors to be installed on the machines themselves. Founded by Simon Jagers, the company has developed Electrical Signature Analysis (ESA) technology that monitors over 10,000 machines by analyzing electrical data captured remotely, enabling companies to prevent unplanned downtime and save 10-20% energy without compromising performance. In this episode of Category Visionaries, Simon shares the fascinating journey from a failed AI-first approach to discovering breakthrough technology that's now being integrated with ABB drive systems to create the data fabric for smart factories of the future.
Topics Discussed:
- The evolution from data-driven AI approach to hardware-enabled sensorless monitoring
- How railway switch monitoring led to the breakthrough discovery of remote electrical signature analysis
- Samotics' strategy of targeting hard-to-reach assets in extreme industrial environments
- The challenge of creating the "sensorless condition monitoring" category in a vibration-dominated market
- Building a service-heavy go-to-market model in an AI-first technology company
- Partnership strategy with ABB to integrate ESA technology into drive systems
GTM Lessons For B2B Founders:
- Target the "either us or nothing" market segments: Simon's breakthrough came from identifying industrial assets operating in extreme conditions where traditional monitoring was impossible or impractical. ArcelorMittal's conveyor moving steel plates across a 1500°C blast furnace exemplified this perfectly - they had two choices: Samotics' unproven technology or no monitoring at all. B2B founders should actively seek market segments where incumbent solutions physically cannot compete, creating natural "blue ocean" opportunities.
- Focus on unique positioning rather than universal applicability: Initially, Samotics tried to monitor every type of machine possible, believing their AI could handle any scenario. Simon learned to focus specifically on the 25% of rotating equipment that operates in extreme or hard-to-reach conditions where their remote sensing advantage was undeniable and easy to communicate. B2B founders should resist the temptation to be everything to everyone and instead dominate the specific use cases where their solution provides clear, defensible advantages.
- Embrace service components even in technology-first companies: Despite starting as an AI company with inclinations to automate everything, Samotics discovered that the human service element - having mechanical and electrical experts bridge AI findings with customer needs - became one of their most appreciated product components. They now deliver hardware, AI, and dashboards as a service with regular customer calls and visits. B2B founders should test whether adding high-touch service elements enhances rather than detracts from their technology value proposition.
- Build category credibility through scale and proof points: Simon emphasizes that category creation requires time, credible data, and real-world examples at scale. With over 10,000 machines monitored, Samotics can now make credible claims about accuracy and effectiveness. The category definition evolved from internal team alignment to external market education. B2B founders attempting category creation must first achieve meaningful scale and documented success before expecting market adoption of their category framework.
- Use enemy-based positioning strategically in early stages: Samotics initially positioned aggressively against traditional vibration-based monitoring, using humor and edge to grab attention from early adopters who appreciated the contrarian approach. However, Simon notes this was effective primarily for reaching experienced early adopters who understood the technology's limitations but were drawn to unique solutions. B2B founders should consider enemy-based positioning as a tactical tool for early adoption rather than a long-term brand strategy.
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