Internet Of Things

“Like now there's enthusiasm around compute use cases and there's enthusiasm about IOT and other future industries moving to space. But the reality is that that's not space today.”

“Internet of Things, when it launched, and it was before the COVID times, it excited everybody, but truly the understanding of it really wasn't stabilized yet. So everyone was using the coin term, But the reality was we were just moving from every type of devic…”

“China is definitely you know very, very strong on adoption of emerging tech infrastructure is great. Mexico again very, very rock solid in understanding of the entire digitalization, IoT side, right? Very, very strong.”

“You're seeing the world of AI. Anyone that has a data moat really wins. And one way to build an impressive data moat is to have a SAS plus business model. We have IOT plus SAS.”

“Now, here we are, it's 20, 25, and probably 60 to 70% of our business is now IoT.”

“The second is just the explosion of IOT with the cost of cameras, sensors, drones, and robots going down 10 X in the last five years.”

“And I think what you're going to start to see is you're going to start to see those technologies show up at the edge. You're going to start to see a much more intelligent, interactive ecosystem along the lines of IOT. And I think ultimately what that looks lik…”

“I think that we could actually be entering a phase where IOT is, is helpful and not just a Saturday of you setting up a bunch of Bluetooth devices that you never end up using.”

“And I think that's going to have important implications, probably not for mobile or compute, But for all the other things that are getting chips built into them, cars, especially cars, home devices, internet of things, all of that is probably going to end up i…”

“It's not Internet of Things, it's things connected to the internet. And they don't actually need to talk, they don't actually need to talk to each other or communicate. Some of them, in some cases, that might be useful, but most of the time it kind of isn't.”

“We'd seen other companies try to build IOT data systems where you have one company building sensors, another providing connectivity, another providing the infrastructure and storage, and someone else building the applications on top. And then you pay an integr…”

“The only way really to do that is by combining software and hardware and just basically providing the best in class IOT that we can.”

“IoT isn't that commodity that we think it is, especially because of installation time, setup time, and so on. So if you really nail down the hardware part, you can go to go to market more easily, and you can just have like more successful customers that are pa…”

“So there'll be a huge number of connected sensors with neural networks and five G radios, but that's not like the next smartphone. That's just like sensors and like widgets.”

“Believe it was about two million before we got our first dollar revenue, which is pretty low actually for an IOT company.”

“It took me three years to find out the right use case in IOT, Internet of Things. And grain seemed to be the right place with A very easy, competitive landscape.”

“One of the patterns I see whenever I see kind of an IoT device paired with a SaaS product on the back end is retention tends to be way higher because there's actually a physical piece of hardware installed.”

“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…”

“Intel has very, you know, has announced, like, they're not even focused on PC chips. Like that it's about the data center, and it's about IoT and VR and a bunch of stuff, but not, not like core i-seven, the next generation.”

“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 …”

“I think a lot of the most interesting thinking, and not yet turned into commercial propositions around Internet of Things stuff, is happening in the UK and in Europe or happening actually by Brits in San Francisco.”

“How do you control multiple connected devices in your home when you need multiple layers of permission and ownership And that, and those are going to be the big problems.”

“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.”

“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…”

“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…”

“If I were to handicap, like, what I would like to see in the next five years on Internet of Things, I think locks would be my number one.”

“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…”

“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…”

“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…”

“Internet of Things is a great example where I think most of the interesting things in that market will come from large electronics players who can just integrate it into something and then distribute it versus a new sort of one-off company that's just making a…”

“So internet of things, for example traditionally have been bad investments for startups, great investments for big companies, because you know, if you have a smart light bulb company, ah, you buy a light bulb once, and especially if it lasts 20 years as an LED…”

“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 …”

“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…”

“What that means is we give them a cloud platform. Those devices can connect to, we give them the physical hardware that'll actually go into the device. So like a wifi module or a cellular modem. We get, if it's cellular, we give them SIM cards and data plans, …”

“I think in general, the integration of chat is going to be into everything, and it's not really unique to IoT.”

“It's, the future of the Asian tech market is, is huge. Initially, it's going to be driven around e-commerce and gaming, but already you can see deeper tech and particularly internet of things, smart cities”

“Coming, but lacks the immediate near-term killer app, quote unquote, to make it a here and now.”