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Internet of Things

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 22, 2020 by Benedict Evans · across every show →

Everything said about Internet of Things, oldest first

Dec 22, 2020 bearish
Opinion
Connected IoT Sensors Will Not Be the Next Smartphone Platform
“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.”
Benedict Evans Dec 22, 2020 ▶ 6:36 What comes next?
Aug 15, 2022 neutral
Insight
Evans: Devices are just 'things connected to the internet,' not IoT ecosystems
“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.”
Benedict Evans Aug 15, 2022 ▶ 10:08 Lighting and tech diffusion
Dec 19, 2022 bullish
Prediction Not checkable as stated
Goldberg: RISC-V will probably capture automotive and IoT instead of mobile
“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…”
Jay Goldberg Dec 19, 2022 ▶ 38:33 Why are chips interesting again?
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