Industrial IoT for the operators no one's built for.
Non-OBD telematics — the equipment behind every commercial landscape, hardscape, and pool operation — is a $235M+ annual loss problem with no dominant solution. John Deere's acquisition of Tenna validated the category at the enterprise tier. The 5–50 unit fleets that drive the green industry have been skipped. EquipSense is the Birmingham-first beachhead into that segment — a battery-powered cellular sensor plus the software the operators have been asking for.
Four signals, one moment.
The category was just validated.
John Deere's acquisition of Tenna confirms what we've been hearing in the field: telematics for non-OBD equipment is no longer optional. The buyers exist, they're spending, and the incumbents are consolidating around the wrong end of the market.
Cellular got cheap enough to ship.
LTE-M module pricing and connectivity costs have collapsed over the last 24 months. A battery-powered, multi-year cellular sensor with the right radio and the right power budget is finally a unit economic — not a research project.
5–50 unit fleets have nothing.
John Deere telematics serves enterprise. Spreadsheets serve the single-truck operator. The commercial fleets in between — landscape, hardscape, pool, multi-site — are the largest underserved segment in equipment software, and they're the segment we already know.
Hardware and software, already shipping.
Technical solo founder with the full stack: sensor firmware, cellular backend, web app, and the operator-side product all built and live. No platform team to assemble. The work in front of us is field deployment and channel — not invention.