This week’s show kicks off with a discussion of the lawsuit between Arm and Qualcomm amid accusations that Arm is changing its licensing model. We cover what has been said, and what it might mean for the IoT before heading into some industrial news. Arduino has announced a programmable logic controller (PLC) in conjunction with Finder called the Arduino Opta. It’s part of a larger trend of convergence between the IT and OT, as is news from Marvell that it has built an integrated networking chip for industrial clients that uses Ethernet. We talk about how Marvell made Ethernet appealing to the industrial world, and then shift to smart home news. First, Vivint reported financial results and previewed some new products coming in 2023, including integrated indoor lighting. Then we talk about the new Eufy trackers that use Apple’s Find My network and new connectors for the Nanoleaf Lines. And before we finished this segment, we also talked about last week’s Matter launch, including the news that more device types were coming. We end by answering a listener’s question about building DIY devices that will talk to Matter devices.
Our guest this week is Matt Rose, the CEO of Apana, a company that tracks water usage for commercial clients. The company has more than 800 customers including Costco Wholesale, Coca-Cola, and Fetzer. Rose talks about how business is booming thanks to Environment, Social and Government (ESG) directives and growing corporate concern about water usage. He explains how the focus has moved from ROI to ESG and how to parse over a billion points of data into something front-line workers can take action on. He also talks about the scaling challenges early on and moving from wired to wireless connections for his company’s sensors. Finally, we discuss his switch from private LoRa connectivity to LoRaWAN and how that should expand his business going forward. Enjoy the show.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Matt Rose, CEO of Apana Sponsors: Arm and Silicon Labs
Arm’s suit against Qualcomm is pretty crazy
The industrial IoT will have to embrace IP
More Matter device types are coming next year!
This company’s digital twin can save on water consumption
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
Our guest this week is Mike Nelson, VP of IoT security at DigiCert, who joins me to discuss what Matter will require from a security standpoint. We talked about it for a story two weeks back, but in the show we also discuss what the next iteration of Matter security might include as the specification matures with later versions. The current version of security with Matter is one of several progressive steps the industry has taken toward boosting security of connected devices, but regulators are also getting involved. So I ask Nelson his thoughts on the White House plans for a cybersecurity label for consumer IoT devices. He isn’t sure a detailed label makes much sense but talks about what he’d like to see for consumer IoT, and for other industries such as healthcare. It’s an important conversation.
Hosts: Stacey Higginbotham and Kevin Tofel Guest: Mike Nelson, VP IoT security at DigiCert Sponsors: Arm and Silicon Labs
What we think a cybersecurity label needs
Everyone is preparing for Matter
Why is Ecobee adding a video doorbell?
Here’s what we may see in future Matter security requirements
Why a nutrition-style cybersecurity label for IoT won’t work
Our guest this week is Pete Warden, CEO of Useful Sensors, a company that’s bundling a sensor with predetermined machine learning algorithms for recognizing people, faces, gestures, and more. Warden explains the challenges of TinyML; the act of embedding machine learning algorithms on constrained, power-sipping devices; and how he hopes Useful Sensors can help companies that build devices figure out compelling uses for the technology. TinlyML has a huge amount of promise for the IoT, but it’s hard to find use cases outside of the ubiquitous wake-word detection. By offering a $10 sensor that can provide person and face detection to makers, Warden hopes to jumpstart new ideas for TinyML. We might see those in future appliances, televisions, toys, and more. We also talk about how he’s thinking about respecting consumer privacy and what it will take to make people feel comfortable in a world with millions of tiny cameras, microphones, and other sensors embedded in everyday objects. Enjoy the show.
Our guest this week is Janko Roettgers, a senior reporter at Protocol, who explained the role that the TV currently plays and will likely play in the smart home. This is especially helpful because, as he explains to me, my home is a bit weird when it comes to televisions. He discusses how TV makers are looking for new forms of revenue, including advertising, while tech firms are getting into making TVs for similar reasons. He also puts Roku’s move into the smart home with devices and services into context. Specifically it’s because TVs are super low-margin and if it doesn’t move into the smart home it’s rivals will. Actually, they are already as he clearly explains. He also explains how TVs will handle smart home navigation and offers a little scoop on Google’s display plans. Enjoy the show.
Our guests this week are both from John Deere. We have Tracy Schrauben, manager, manufacturing emerging technologies at John Deere, who represents the operational technology side of the manufacturing plant. Also joining is Jason Wallin, principal architect at John Deere, who is handling IT. Both are on the show for an exclusive look at how the agricultural company is deploying the CBRS spectrum it purchased in 2020. In its Moline, Ill. plant, John Deere has deployed 14 microcells that today provide LTE connectivity to various pieces of equipment. But the plan is to get to an all-5G network as end devices become available. Our guests explain why they are unwiring the factory, some of the use cases, and what it’s like to build and manage your own private wireless network. This is a must-listen for folks who care about factory 5G.
Our guest this week is Elizabeth Parks, president and CMO of Parks Associates, a research firm focused on emerging technologies. Parks discusses how COVID changed the home security market as well as how monitored security providers have moved downmarket while DIY security companies have expanded upward into offering monitored security. All of this jostling has expanded the overall market. We also talk about the coming demand for energy management services as well as trends in new home building. Expect more connected devices! We end with a quick overview of what to expect from the CEDIA Expo happening this week in Dallas. It’s a fun conversation.
Our guest this week is Rob Davies, the chief insurance officer at Vivint. We start the interview by asking what a monitored security company is doing in the insurance sector, and move on to discuss what data might be most useful in building new insurance products. We also talk about how an insurance company might use smart home data to become more proactive about alleviating risk as opposed to paying out once the worst has happened. Davies uses the example of someone who has forgotten to lock their door. With Vivint’s platform, the insurance provider can let the homeowner know their door is unlocked before someone tries to break in. This creates a new relationship between insurers and their clients, and it will be interesting to see how far insurance companies take this idea. Enjoy the show.
Our guest this week is Prashant Kanhere, the CTO of PayRange. PayRange provides a Bluetooth-based module that installs on a vending machine, washing machine, or pool table and replaces coin payments with electronic payments. I’ve followed this company for years and was stoked to see they had half a million devices under management now. With that scale, the company has figured out how to monitor those devices and how to update their firmware over tiny sips of connectivity. It’s a process that could come in handy for other IoT devices on low data-rate networks that need security or feature updates. We also discuss how the app works and the future of smart pool tables for a bit of fun. Enjoy the show.
We don’t have a guest this week so we dove right back into the news with a trio of big fundings for the internet of things. First up is funding for a satellite IoT company called OQ that is special because it can use existing NB-IoT and LTE-M radios. The second funding is $140 million for Morse Micro, a chip company that is making chips for Wi-Fi HaLow deployments. The final funding is for Flair, a maker of connected HVAC vents for the home, which raised $7.6 million. We then talk about Ring adding end-to-end encryption for its wireless doorbell and video camera products, new ways to address your Nest Hub Max without saying “Hey Google” first, and new lights from Philips Hue. I also review the Hue Tap Dial Switch and realize my love of buttons is going to force me to do some serious work when Matter arrives. We end the show by answering a listener question about a smart button (or maybe a dumb one) for a smart garage door opener.