Internet of Things
also referred to as: iot
14 statements across 12 episodes · 9 bullish · 2 bearish · 11 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →
Everything said about Internet of Things, oldest first
Jul 15, 2017 positive
Evans: Wearables, IoT, and drones are fundamentally just reassembled smartphones
“It powers wearables and Internet of Things and connected cars and drones and everything else, because fundamentally all of those things are basically smartphones just put together in a different way, but put together by the same people with the same components…”
Jul 15, 2017 bullish
Levine: Total connected computing devices will expand into the trillions
“I can imagine a world where there will be trillions of devices out there. So if you think about the challenges of management, security, data, all of the issues of distributed computing, that's now going to, it's the opportunity and the challenge of what we're …”
Jan 2, 2019 bullish
Levie: Municipal sensors and industrial equipment will drive IoT more than wearables
“They make the sirens, and the lights, and the a lot of the equipment to figure out where traffic's flowing and if you just think about, like, that is the like, the device that will be the industrial internet and the internet of things device more than somethin…”
Jan 2, 2019 bullish
Levine: Every datacenter of the future will be scale-out architecture
“Every data center of the future will be a scale out data center, right? Applications are going to change. The user base is going to need that as, you know, again, mobile, and then we start to think about Internet of Things as, You know, collecting all this inf…”
Jan 2, 2019 bullish
Andreessen: Every physical object will have chips and connectivity by 2039
“Basically, I think the key assumption I make is basically every physical thing is going to become smart over the next, you know, 10 or 20 years. This one's gonna take time, but it will happen. So basically every physical thing, whether it's a toy, or a light b…”
Jan 2, 2019 bullish
Jan 2, 2019 neutral
Evans: Smartphone components solved IoT hardware before clear consumer use cases
“Generally the way it works is you have this shining vision of the wonderful thing, and the technology doesn't quite live up to it for years and years and years, whereas because all the stuff got made for smartphones first, all the components got made for smart…”
Jan 2, 2019 bearish
Bilimoria: IoT market remains stuck in the trough of disillusionment
“If you think about the Gartner hype cycle, I think we're probably still in the trough of disillusionment. We're still crossing the chasm, so to speak, in terms of getting into the early majority of actually where are we going to get The real kind of, ah, major…”
Jan 2, 2019 positive
McKinnon: Enterprise IoT security must anchor to individual human identities
“And ultimately, it's going to go back to a person. The person's going to want to consume the data or understand where that asset is, and that's why we think that having that logical map all the way back to the person is very valuable.”
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019 negative
Companies will face 'data poverty' within two years
“I think there's going to be some companies kind of surprised in a year or two to find that they're not going to have access to the data that they're going to really want to have that's relevant to what they need to do to make the predictions to optimize their …”
Jan 2, 2019 neutral
Jan 2, 2019 bullish
Horowitz: Computing will expand to 100 devices per person via wearables
“But then, you know, it's kind of gotten to one-to-one where, like, everybody has a smartphone, so everybody's got a computer, and it's going to go to kind of the other way, like one-to-a-hundred, where you've got wearable devices, your car's got lots of comput…”