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 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.
This week’s episode kicks off what I hope is a flurry of news from vendors about their Matter plans. We hear when and how vendors such as Amazon, Eve, Nanoleaf, and Schneider Electric plan to roll out Matter to new and old devices. We also call out companies that haven’t yet shared information and what you’re likely to see get support first. Then we go to other news such as leaked photos of Amazon’s Ring Car Alarm, a privacy lawsuit against Amazon going forward and new security and camera devices from Arlo. In less exciting news, we talk about a lock-picking lawyer’s discovery that the HomeKey version of the Level Home lock (the Level Lock+) can be easily picked with a simple lock pick or a bump key. Also in the bad news department, Orro Systems, the makers of a smart lighting switch and system, is looking for more investment and will stop distributing its gear so as to support existing customers. This looks like the beginning of the end. Kevin got his hands on Google’s Nest Wifi Pro, and decides that people on existing Wi-Fi 6 mesh systems probably won’t benefit much from this update, but those coming from older Wi-Fi 5 systems (like Google’s prior mesh Wi-Fi kit) will. Finally, we answer a listener question about Matter on smoke alarms.
Our guest this week is Peggy Carrieres, VP of Sales Enablement at Avnet, who is coming on the show to discuss what the changes in the chip sector mean for hardware designers. Carrieres spoke with me a year and half ago to talk about the chip shortage, and now has new data thanks to a survey of Avnet customers. The survey shows that 29% of respondents believe chip prices will continue to rise and that 26% expect to see more supply shortfalls. We talk about what’s driving challenges in sourcing chips and components for hardware as well as how engineers are starting to change how they design products amidst the shortage. We also point to some software developments that may help. It’s a nerdy interview, but worth the time if you’re building hardware.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Peggy Carrieres, VP of Sales Enablement at Avnet Sponsors: Arm and Silicon Labs
Matter is coming to Amazon, Nanoleaf, Eve and more
Amazon’s next device may have a cellular data plan
I’m worried about Orro Systems and its future
Why chip shortages continue to cause problems for designers
Steps to help make hardware design easier in times of shortages
A week after the CSA said that the Matter smart home interoperability standard would be delayed we get a chance to talk about why the standard is delayed until fall, and what it means for consumers and smart home device makers. We then share Omdia data on how much ownership of different smart home devices has grown in the last year and explain what new design and privacy tweaks are coming to the Google Home app. In security-oriented news we share how radar might keep secured spaces clear of people and the latest CISA and FBI alert for infrastructure companies and satellite companies worried about cyberattacks. We then showcase how a new factory 5G network in Lexington, Kentucky deploying a private 5G network might signal the actual beginnings of 5G adoption in other manufacturing settings. In other wireless news, I reviewed the Eero Pro 6E routers mostly because I’m excited about 1,200 MHz of new spectrum for Wi-Fi. Finally, we answer a listener question about the Level Home locks and if it might get support for Apple’s HomeKey.
Our guest this week is Alex Hawkinson, CEO of BrightAI. Hawkinson is likely familiar to listeners as the founder and former CEO of SmartThings, the smart home platform purchased by Samsung. At his latest company, Hawkinson is continuing to try to add intelligence to the world by taking sensor data and turning it to insights. Only this time, he’s trying to tackle the challenge with more AI and an enterprise focus. We talk about what BrightAI is trying to do and how it ties back to Hawkinson’s history at SmartThings. He explains how BrightAI client CSC Serviceworks uses the internet of things to modernize its operations leading to a 10% to 20% growth in revenue. The case study is impressive, as is the vision of helping lots of older companies retrofit their operations with connected sensors and AI. Enjoy the show.
Our guest this week is Raoul Wijgergangs CEO of EnOcean. Wijergangs joined EnOcean in August to help the maker of energy-harvesting IoT devices expand into building management with a focus on sustainability. In the interview, Wijergangs talks about what he’s learned from his efforts building out the Z-wave standard, and how he’s trying to apply an ecosystems approach to making buildings smarter. We also talk about the challenges of designing energy-harvesting sensors and what new energy harvesting technologies might become available. It’s a fun interview.
Our guest this week is Lesley Carhart, an incident responder at Dragos. Carhart’s specialty is industrial IoT incident response which means she’s been busy, given how often ransomware attacks have taken out critical infrastructure in the past few months. She explains how she got into doing industrial security and how it differs from IT security (which she also did). She shares what industrial clients want IT security professionals to understand, and shares how people can get into the field of providing industrial IoT security. In my favorite moment, she explains the Purdue Model of security used by manufacturing and industrial clients. Understanding these things will only become more important as we place more assets online. Please listen.
Host: Stacey Higginbotham and Kevin Tofel Guest: Lesley Carhart, an incident responder at Dragos Sponsors: Bsquare and Edge Impulse
A few remedies to prevent lock-in by the tech giants
Wellness is gaining ground in the smartwatch world
Maybe wait on that smart lock purchase
Hardhats may be necessary for industrial IoT security response
What the OT world wants the IT world to know about security
Our guest this week is Azhar Hussain, CEO of Hanhaa, a company that has created a tracking device for mail, a mobile network operator, and a way to plug sensor data easily into Microsoft Excel spreadsheets. We spend most of the time talking about the creation of the ParceLive service which provides subscribers with a postcard-sized device that customers drop into packages before they mail them. The device tracks the package and has several sensors affixed to it that can track temperature, humidity and more. We talk about creating a sustainable company, the future of Wi-Fi in a 5G world and the engineering challenges associated with building the ParceLive product.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Azhar Hussain, CEO of Hanhaa Sponsors: Nutanix and HiveMQ
Google’s taking its digital assistant beyond the smartphone