In this episode of Automotive Fleet’s State of the Fleet Industry video series, Neil Cawse, founder and CEO of Geotab, sits down with Chris Brown of Automotive Fleet to reflect on 25 years of growth for the company. Cawse shares how disruptive forces like AI, SaaS democratization, and autonomous vehicles are reshaping telematics and the fleet industry.
He offers candid insights on Geotab’s early struggles, breakthrough customer wins, and his philosophy on succession planning and future ownership. He also explains how fleets can expect telematics to evolve over the next 25 years from today’s dashboards to invisible systems powered by AI.
This episode is sponsored by U.S. Bank.

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Key takeaways include:
The early turning points that validated Geotab’s business model.
How the company weathered financial uncertainty in its startup phase.
Where new growth will come from — global markets vs. adding value for existing customers.
Why AI and autonomous vehicles will redefine safety, efficiency, and business models.
Geotab’s approach to succession planning, IPO possibilities, and company ownership.
A vision of telematics becoming “invisible” in 25 years, fully embedded into AI-powered fleet optimization.
