Episode 346: Three IoT acquisitions and the infrastructure bill

This week’s show focuses on three big deals happening in the IoT sector and a meaty enterprise IoT report. First up, we discuss ADT buying SunPro Solar for $825 million, which represents yet another deal bringing energy management to the smart home. We then talk about Level Home’s acquisition, the state of smart home deals, and the multifamily dwelling unit market before digging into an enterprise IoT report from Oracle that offers some good surprises. For the final acquisition of the show, we cover Viasat’s $7.3 billion buy of Inmarsat and explain a bit of the satellite economics I’ve written about recently. In smaller news, Kevin has found a neat HomeKit app and service, Wyze has a new outdoor light and camera, and GE’s ovens are getting capabilities familiar to June users. We also share our gift guide picks and other ideas for the holidays. Finally, we hear from a listener with low vision who is bummed about Facebook getting out of facial recognition.

GE will deliver a software update to its connected ovens that will make cooking a turkey a breeze. Image courtesy of GE.

Our guest this week is Karen Lightman, the executive director of the Metro21 Smart Cities Institute at Carnegie Mellon University. She’s on the show to talk about the passage of the $1.2 billion infrastructure bill by Congress. We talk about the impact this will have on smart cities and specific policy recommendations to ensure we get wide-reaching equitable broadband access. Because you can’t have a smart city or even the internet of things without the internet. She also shares a bit about the backlash that the smart cities movement experiences as citizens grew concerned about their privacy and the rise of surveillance states, and talks about her hopes that companies will do more to build that trust. Myself, I think that’s going to take government action, but we’ll see. Enjoy the show.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Karen Lightman of the Metro21 Smart Cities Institute
Sponsors: Very

  • The four categories that count in the smart-energy-aware home
  • Level Home is trying a practical pivot
  • Oracle’s data on enterprise IoT is worth reading
  • Why broadband funding also needs new regulations
  • Why now is the right time to invest in tech-capable infrastructure

Episode 345: Ecobee’s big deal and climate-friendly chips

The big news in IoT this week was the announced acquisition of Ecobee by Generac, so Kevin and I share our thoughts on the deal and what it means for the smart home. After that, we were excited to see Amazon launching a smart air quality monitoring device for $70 as well as publically state its support for Matter. We also cover Facebook’s decision to stop using facial recognition and believe that more companies will seek to prove they are trustworthy in hopes of getting even closer to us as consumers. Then we talk about the EU’s addition of new categories to its cybersecurity rules, the new Flic Twist campaign, Tempo’s smaller, cheaper home gym, ADT’s security service for DoorDashers, and a $500 kid’s toy that I really want. We also note that the Espresif ESP32s now formally support the Zephyr RTOS. We end by answering a question about whether or not you need the device app to update HomeKit-compatible products.

The Alexa air quality monitor will cost $70 and ship in December. Image courtesy of Amazon.

Our guest this week is Sri Samavedam, who is the senior vice president of semiconductor technologies at imec, a semiconductor R&D consortium. We discuss imec’s new effort to research sustainability in chip manufacturing. You’ll learn how chips are made and why manufacturing ICs delivers such a blow to the environment. Samavedum explains why Apple has joined its efforts and how it plans to measure the carbon footprint of chipmaking. He also offers some advice for product manufacturers and consumers on how they can use chips more responsibly given how much they cost (in terms of environmental damage) to make. There’s no sugar-coating it, we need more data on this and we also need to think about using silicon for longer than we do today.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Sri Samavedam, imec
Sponsors: Very

  • What Generac’s Ecobee purchase means for the smart home
  • Amazon loves Matter
  • Would you buy your kid a $500 hoverboard?
  • Chip manufacturing is extremely bad for the environment
  • We should try to use our devices for as along as possible

 

 

Episode 344: Energy harvesting sensors are finally real

This week’s show kicks off with news from many of the big smart home players offering their plans for the Matter smart home protocol. First, we discuss Google’s plans, before focusing on Samsung’s latest announcements and then a surprise update from Eero, which is owned by Amazon. Sticking with Amazon, we also cover the news that Alexa is now employed in hospitals and senior living facilities. We cover industrial IoT sensor provider Augury’s $180 million round of funding, and a new report from Palo Alto Networks on how remote working and IoT devices have compromised enterprise security before heading into some news from Amazon, Aqara, Inmarsat, and two retailers removing Chinese cameras from their shelves. Finally, we answer a listener question about a switch for LIFX lighting without a neutral wire.

Alexa is heading to senior living facilities and hospitals. Image courtesy of Amazon.

Our guest this week is Steve Statler, the senior vice president of marketing at Wiliot, a company that had been making Bluetooth beacons that don’t require batteries. Now the company offers sensing as a service and licenses its chip technology. Statler explains the shift and discusses how Wiliot had to build up a web of relationships to make the sensing-as-a-service option possible. We also discuss how smart Bluetooth tags can create what Statler calls the demand chain to track products on an individual level and ensure supply meets demand based on reality instead of estimates. Statler also talks about how to make the tags recyclable, and what he still needs to make that happen. It’s a fun interview for people who have high hopes for smart labels, and who want a glimpse of the future where items in your fridge or closet may communicate with you after you’ve purchased them.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Steve Statler, Wiliot
Sponsors: Very

  • More support for Matter (and more questions too)
  • Alexa now has a role in senior living facilities and hospitals
  • Augury’s sensors have saved Colgate-Palmolive a lot of tubes of toothpaste
  • Why Wiliot switched from selling chips to selling a service
  • Do we want our clothes to ask us why we haven’t worn them in a while?

 

Episode 343: Return of the connected bunny!

We kick off this week’s podcast with a focus on chips and hardware starting with an explainer on Arm’s new Total Solutions for IoT and why it will help developers and device makers speed up time-to-market for connected products. We then talk about plans to put Linux on Arduino devices that were outed in a release from Foundries.io and plans for scalable ways to provision and secure connected devices at the manufacturing stage from Infineon. We skipped over to Amazon’s new Alexa Connect Kit SDK and what it means before tackling the new colors for Apple’s HomePod mini and a hew Apple hire. In smaller news, we discuss Tesla’s insurance plans, Wyze’s new battery-enabled doorbell, and why I should have purchased a Pixel 6 Pro, despite its giant size. We then share a crowdfunding campaign designed to bring one of the original connected devices of yesteryear back to life. Click here to resurrect your Nabaztag connected bunny. Finally, we talk about your responses to our question from the IoT Podcast Hotline related to connected devices for workshops.

The Nabaztag bunny gets resurrected. Image courtesy of Olivier Mével.

Our guest this week is John Cowan, co-founder and CEO of EDJX, a company building out a distributed software platform for developers. We start off talking about a new project EDJX is implementing with the military at Camp Mabry in Austin. We talk about the necessary hardware for sensor deployments in cities and how those might become the new infrastructure for edge computing. Cowan then explains why containers aren’t the correct match for a highly distributed computing platform at scale, and how serverless solutions can help answer this need. We discuss compute, networking and databases, so prepare to get nerdy. Enjoy the show.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: John Cowan, co-founder and CEO of EDJX
Sponsors: Very

  • Details on Arm’s plans to help the IoT
  • Amazon’s new SDK takes Alexa to more hardware
  • Bring a vintage IoT bunny back from the dead
  • Why the military needs low-latency edge computing today
  • How EDJX thinks about data decay and assurance

Episode 342: Explaining the IoT’s latest $11B deal

The industrial automation world got a jolt of news with Emerson combining some of its industrial IoT software businesses with AspenTech in an $11 billion transaction. We explain why the deal matters and what it means, before hopping over to discuss Best Buy’s acquisition of Current Health. Then we review large funding rounds for Plume and Magic Leap. On the product news front, AT&T will provide connectivity for Blues Wireless, Tile’s new trackers have Ultrawideband, and Ecobee has added Siri support for its voice thermostat. Apple is also thinking about health sensors inside its AirPods, although this has been a dream of headphone companies for years, and Amazon Alexa has new Halloween routines. I’m less excited about the routine and more excited that Amazon has found an easy mechanism to share routines. We close out the news segment of the show by answering a listener question about smart devices for woodworking workshops.

Tile uses AR to help find your lost objects. Image courtesy of Tile.

Our guest this week is Jim Carroll, who is the CEO of Sendal, a fairly new smart home company that wants to create services built on the backs of popular connected devices. We discuss the planned business model, why people will pay for good user experiences in the smart home, and how to share revenue among many device makers. We also get Carroll’s perspective on the smart home from his time as the CEO of Savant until now. Like me, he’s disappointed at where we’re at and hopes to change it. We then discuss how you can differentiate a true IoT company from a hardware company, and how to graduate from thinking like a device maker to a services company. It’s a fun interview, and I always enjoy a good Boston accent.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Jim Carroll, CEO of Sendal
Sponsors: Trek10 and Ayla Networks

  • Why Emerson’s deal with AspenTech matters for the industrial IoT
  • Best Buy aims to be the connected device integrator for remote healthcare
  • Why Magic Leap got more money
  • After Savant, this is the smart home problem Jim Carroll wants to solve
  • Are you a real IoT company or just a pusher of connected hardware?

 

 

Episode 341: Smart cities and smart fridges galore

Welcome to the weekly podcast! We’re moving Black Friday to October thanks to chip shortages and shipping delays. Meanwhile, Amazon is working on a smart fridge, Google is trying to use a $10 monthly subscription and Nest thermostats to help people go green and also launching new cameras and ways to surf its displays. The Starling Home Hub gets a new feature that lets you watch your Nest cameras on HomeKit gear, and consumers interested in mining Helium Network Tokens or participating in building a LoRaWAN network for IoT have another option thanks to RAK Wireless. Kevin and I also discuss a really cute Kickstarter version of the Boston Robotics Spot robot. When it’s a small, open-source robot for kids, it doesn’t seem so scary. We also discuss some cybersecurity research on industrial controls from Nozomi. We end by answering a listener question about where to sell your old smart home gear and how to prep it for sale.

The Mini Pupper is a small and cute spin on a much larger and scarier robot. Image courtesy of Mini Pupper.

This week’s guest is Sanjeet Pandit, global head of smart cities and digital transformation at Qualcomm. He’s on the show a week after Qualcomm held a smart cities event where it added new SaaS-based smart city services. We talk about how the pandemic has changed what municipalities want from technology firms, and how they are redefining what it takes to make a city smart. Pandit didn’t answer a lot of my questions about how cities are paying for these services or which ones were deploying some of the more futuristic services such as predictive traffic management, telling me that the cities get to decide when they talk about their deployments. But he assures me that many cities are making investments that go well beyond smart lighting, and I suppose for now, I’ll have to believe him and hope to see what municipalities start making announcements.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Sanjeet Pandit, global head of smart cities at Qualcomm
Sponsors: Trek10 and Ayla Networks

  • Why you want to start your holiday shopping now
  • Does anyone think an Amazon fridge could be trusted?
  • Would you trust a tiny open-source version of Boston Dynamics’ Spot robot?
  • What smart cities want after the pandemic
  • Several use cases for smart cities that don’t involve lighting!

 

Episode 340: Amazon wants you to trust its devices

This week’s podcast is all about Amazon (with a few other stories for variety). We start the show with a rundown of the devices and services Amazon launched at its device drop on Tuesday. We then explain what it means for the smart home and ask if this is what we want. We also question if the Astro robot is really all it seems before offering a public service announcement about updating to iOS 15 beta software. After that, we cover a new Helium miner called Finestra, designed for the mainstream consumer. As an added bonus, the company behind the new miner, Mimiq, is also building LoRaWAN devices, which is desperately needed if we want these networks to actually provide real value. After that, we talk about a smaller satellite signal module that works indoors and an incredibly irritating marketing campaign for the new Flic Twist device that puts me off from what is actually a good idea. Then, Kevin talks about his experience with the new Wyze Cam Pan 2. We close the news segment by answering a listener request for a Spanish-speaking smart home.

Amazon launched a $1,000 robot. Image courtesy of Amazon.

Our guest this week continues the Amazon theme. We have Anne Toth, head of Alexa Trust to discuss how Amazon is trying to introduce friction into the Alexa experience as a way to promote privacy and help consumers open up to Alexa at their own pace. She didn’t answer my question about the number of false positives or give me a convincing reason why Alexa keeps interrupting me with suggestions about other things I can do with the device, but she does a good job talking about the challenges of explaining what Alexa does and doesn’t know about people and why people may want Alexa to know more. It’s a good interview, even if I didn’t get all the information I’d like.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Anne Toth, Head of Alexa Trust at Amazon
SponsorsTrek10 and Ayla Networks

  • Ambient intelligence is code for stop looking at your smartphone
  • There’s a looming wave of new Helium miners
  • Flic has a cool new device coming, but finding out about it is annoying
  • Amazon does care what you think about privacy
  • Alexa talks back so you know all of the cool things it can do

Episode 339: Much ado about privacy and support

This week’s show kicks off with the news of the Raspberry Pi Trading company closing a new funding round of $45 million. We talk about what the Pi Trading company is, how it relates to the Foundation, and how companies are building Pis. We then dig into Apple’s plans for healthcare, including plans for tracking mental illness. Plus, we give an update on what iOS 15 means for HomePods. Helium’s network expands, or rather Senet’s LoRaWAN network expands thanks to a deal with Helium, and Inmarsat provides some context about how COVID-19 is driving adoption for IoT connectivity technologies. Arlo has updated its support options, and we hate them. Facebook has introduced new devices, and we’re kind of meh on them. But Wyze has a new camera that pans, and we’re into that. Then we talk about Kevin switching to the Meross HomeKit garage door opener. We also answer a listener question about the newly launched Home Assistant Amber device on the IoT Podcast Hotline.

Home Assistant has introduced a new hardware concept called the Amber, but if you order now it won’t be delivered until November 2022. Image courtesy of Home Assistant.

This week’s guest is Leo Simonovich, the head of industrial and cyber at Siemens Energy.  He and I talk about the threats facing the grid, especially as we add renewables and more two-way devices. He also points out that while the media focuses a lot on nation-state attacks, issues like ransomware and other threats are far more likely and damaging. Siemens Energy recently announced a new security product, so he explains how the company is closing the divide between IT and OT while also adding credence to the idea that we need to watch how devices behave in the real world and not just on the network when it comes to security monitoring.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Leon Simonovitch, Siemens Energy
Sponsors: Trek10 and Ayla Networks

  • You may be surprised by who’s buying Raspberry Pis
  • Do you want an algorithm to diagnose mental illnesses?
  • Arlo’s new support plan is anti-consumer
  • Why the energy grid is such a reliable target for malicious hackers
  • Siemens is using digital twins to help secure the grid

Episode 338: Wyze comes back from the edge

I need to warn y’all in advance that we don’t discuss Apple news at all this week because nothing really jumped out at us for the IoT. But we did have a lot of other big news starting with Wyze raising $100 million and sharing the precariousness of its situation over the last 18 months. We then talk about a political risk for Tuya and what that might mean for your devices, and three pieces of news from Silicon Labs’ Works With event that have big implications for radios, Matter, and security. After the chip news, Kevin sets the record straight on a story that got Matter wrong, I get excited by new chips coming out of a stealthy startup, and there’s an acquisition that will help developers work with more IoT devices.  Google has a new digital twin service for supply chains, Whoop has a new fitness wearable with a fancy battery, and Yale added HomeKit support for its cabinet lock. We end the segment by answering a listener question about new smart home cameras.

The Luci device fits onto existing power wheelchairs. Image courtesy of Luci.

Our guest this week is Jered Dean, who is a co-founder and CTO of Luci, a startup making a smart addition for power wheelchairs. First, Dean explains why power wheelchairs are so dangerous and why he created Luci. Then we dive into other challenges of building specialized millimeter-wave radar sensors for the device and specialized ultrasonic sensors and how challenging it is to combine those sensors and cameras into one view of the world. We also talk about why Dean added integrations to connect Luci with health monitoring platforms and digital assistants. And finally,  we talk about what it could mean if Luci shared data about what it “sees” with smart city or mapping platforms. I really had fun with this one.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Jered Dean, co-founder and CTO of Luci
Sponsors: Silicon Labs and Infineon

  • Wyze shares the details of its near-death experience
  • Silicon Labs has new radios, a new security option and software for a unified smart home
  • JFrog’s Upswift buy is good news for the IoT
  • Why this startup had to build its own sensors to see the world
  • How smart cities could help people using smarter wheelchairs

 

 

Episode 336: Australia’s terrible, horrible, no good, very bad surveillance law

We start this week’s show with a look at a new surveillance law in Australia that seemingly obliterates a lot of protections around how law enforcement officials can access data and what they can do with it. We also talk about a survey conducted in the U.S. that shows how willing many Americans are to share their data in exchange for cheaper insurance. From there we cover new fundings for Brilliant, Wirepas, and Carbon Robotics. For those eager for an update on Helium’s 5G plans, the Freedom Fi hotspots will hit the market on Sept. 28. We also have updates on new products and features from the maker of Philips Hue devices, Spotify, Google, and Amazon Alexa. We end with a question from David about how to avoid the problems associated with adding new devices or hubs to his smart home network.

Brilliant, the maker of smart home light switches, has raised $40 million. Image courtesy of Brilliant.

Our guest this week is Charles Young, the EVP and COO of Invitation Homes, a company that leases single-family homes. He’s on the show to discuss how Invitation Homes plans to add smart devices to its portfolio of 80,000 homes and to talk about the challenges of managing that many devices. We discuss the future of predictive maintenance across the portfolio, the savings the company has already achieved, and plans for new features such as video doorbells. We also talk about the perceived longevity for different device types in the smart home. And of course, we talk about how the company handles privacy.  It’s a fun interview.

Hosts: Stacey Higginbotham and Kevin Tofel
Guest: Charles Young, the EVP and COO of Invitation Homes
Sponsors:  Silicon Labs and Infineon

  • In Australia, your data can be modified and searched by law enforcement
  • Alternative 5G networks and smart home devices raise VC funds
  • Alexa and Google both get new features
  • Why Invitation Homes thinks the smart home could help it be more efficient
  • It’s pretty difficult to manage 80,000 smart homes