Our guest this week is Nate Williams, founder and managing partner at Union Labs VC. He’s on the show to answer my questions about the current fundraising environment for startups. We talk about what it takes to raise an early round of funding, and why venture capital firms are reluctant to invest in new companies while they try to figure out what their existing investments need. He also mentions that Union Labs is raising a second fund, and discusses what areas he’s excited about. We then discuss the hype around generative AI and what he’s looking for in AI investments. We end with our thinking about the current state of smart home investments. Enjoy the show.
Our guest this week is Doug Roberson, the chief operating officer at Shelly. We talk about Shelly and its history, as well as the products it offers. Roberson explains Shelly’s focus on relays designed to connect outlets and light switches with sensors and other devices to manage electrical consumption in homes and businesses. He talks about how enterprises are using Shelly’s products and what consumers can do with them. He also gives us a tutorial on connecting your dryer to the internet to detect when your clothes are done. We end with an update on Matter and a sneak peek at coming Shelly products, including a water shut-off device. Enjoy the show.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Doug Roberson, the chief operating officer at Shelly Sponsors: Computex and Blues Wireless
Latch has a bunch of issues. Will Siminoff solve them?
Google Assistant was missing at Google I/O
When smart cameras can see everything, which laws do police enforce?
We recommend Shelly gear often, what is this company?
Shelly’s U.S. business has an enterprise, integrator, and DIY audience
Our guest this show is Jonathan Beri, who is the founder and CEO of Golioth, a platform to link hardware to the cloud. Golioth recently raised $4.6 million in a tough funding environment, so we talk a bit about what Beri plans to do with the money. But the bulk of our conversation touches on the changes happening in the embedded world as connectivity gets added to more devices. Beri provides historical context to help explain why the embedded world and OT staff have been so slow to adopt the Internet of things, and then expresses his hopes that the phrase IoT will simply fade into the background as connectivity becomes assumed. Before we can get to that place, he explains what vendors, developers and buyers need to think about from security to business processes. It’s a good show.
Our guest this week is Tarun Gupta, the chief product officer at Skylo, a company that is using existing satellite infrastructure to converge satellite and cellular networks. Gupta explains what satellite connectivity is good for in the IoT, and how we can expect convergence between the cellular and satellite networks to occur. He also explains why Apple’s and Qualcomm’s satellite approaches differ from other options out there, and how the latest release of the LTE standard will drive the convergence between cellular and satellite networks. We then discuss the concerns around space trash and whether companies need to own their own constellation of satellites. Enjoy the show.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Tarun Gupta, the chief product officer at Skylo Sponsors: OnLogic and Silicon Labs
Why 6G is ready-made for the industrial IoT
We need a Matter-like standard for devices aimed at aging in place
DoorBird’s new firewall is an interesting approach to security risks
Why satellite connectivity is everywhere this year
These are the best use cases for satellite coverage in IoT
Our guest this week is Chuck Sabin, the head of market development for the Bluetooth SIG. He is on the show to discuss the newly launched Bluetooth standard for Electronic Shelf Labels. We discuss what electronic shelf labels will enable for consumers and retailers, as well as the different services and profiles that the SIG has built into the standard. After extolling the potential benefits for Instacart shoppers, we then talk about smart tags and the concept of ambient IoT. You’ll be hearing that phrase a lot more often. The SIG is working on a standard around smart tags, as well as updating its networked smart lighting standard. You’ll get a good sense of what Bluetooth plans to bring to the IoT, so enjoy the show.
Our guest this week is Svein-Egil Nielsen, the CTO of Nordic Semiconductor. We talk about the DECT-NR standard for massive IoT, defining both the standard and what we mean when we talk about massive IoT. We also cover use cases for energy harvesting technology and Nielsen gets cagey about Nordic’s plans for energy harvesting technology in Nordic chips. We end with a conversation about TinyML and how Nordic is planning to make its modules ML-ready for developers. It is a fun interview.
Our guest this week is Nick D’Angelo, director of public affairs for Eaton’s Electrical Sector. He’s on the show to discuss how two new laws are incentivizing consumers and businesses to take steps to modernize the electric grid. We cover the concept of grid modernization and why it’s necessary, the two laws that have the most relevance, and lay out some of the incentive programs that will be available at state and federal levels for things like replacing electric panels and swapping out furnaces for heat pumps. We also talk about how long the process of modernizing the grid will take and then conclude with what else will need to be done. Enjoy the show.
Our guest this week is François Baldassari, CEO and co-founder of Memfault, who is on the show to discuss his startup, the history (and future) of reliability in products, and his thoughts from a decade of participating in building connected devices. Baldassari was a former engineer at Pebble and built Memfault to solve the problem of debugging connected devices at scale. We talk about why he’s focusing on industrial customers, how reliability has been slipping over time, and why AI will need its own form of debugging in the near future. He also explains the two big trends he’s noticed in a decade of building connected devices. Enjoy the show.
Our guest this week is Mohammed Ansari, senior director of business development of 5G and IoT at Qualcomm. He’s on the show to talk about the new Qualcomm Aware platform that the chip maker announced this week. The Aware platform is designed to be a cloud-based IoT service that ties into Qualcomm’s chips to provide telemetry, device management and services such as precise positioning and optimizing the network connection based on the quality of local network options. Ansari explains why Qualcomm has chosen to build a cloud and why he thinks that customers will use it (even though chip firms have not historically had success launching software or service businesses). He also describes how two of Qualcomm’s prior acquisitions will fit within this cloud offering. Enjoy the show.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Mohammed Ansari, Qualcomm Sponsors: InfluxData and Silicon Labs
The CSA has launched a group to bring privacy to the IoT
Connectivity is still too hard for the IoT
Open source software is big in the IoT
Why Qualcomm has decided to launch an IoT cloud
What does Qualcomm Aware mean for other cloud providers?
Our guest this week is Michelle Mindala-Freeman, who is the head of marketing and member services at the Connectivity Standards Alliance. She’s here to explain why the CSA is launching a new standards working group for health and wellness. We talk about what types of companies should be involved, what sorts of use cases the CSA hopes to deliver and why now is the right time to make such a standardization effort happen. Given that helping people age in place is one of the more compelling reasons to install smart home devices, the CSA is likely to find members willing to work on the problem. I also ask what other problems the CSA might try to solve. Enjoy the show.