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Category Archives: IoT

Why the Disconnect? Public vs. Private investors on IoT

August 7, 2015by D2D Advisory 2 Comments

I  have been doing a lot of work around IoT (the Internet of Things) lately. It is a subject of near universal interest among the kinds of people I hang […]

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Analyst Decoder Ring, Business Model, Components, IoT, M&A, Stocks

IoT in the Home – You’ll know we’ve have arrived when no one uses the term “Educating the Consumer”

June 5, 2015by D2D Advisory 5 Comments

At what point does the hassle of managing all these connected devices outweigh the benefits of having a ‘smart home’? Someone is going to need to simplify it all. You will know when we have arrived when no one uses the term “Educating the Consumer” when discussing their IoT strategy.

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Apple, Google, IoT, Strategy

What is the Internet of Things?  – Some Rough Math

June 4, 2015by D2D Advisory 7 Comments

I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a […]

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China, Components, Home Networking, IoT, Silicon, Strategy

D/D #13: What Exactly is This Internet of Things?

June 1, 2015by D2D Advisory 10 Comments

Download D2D #13 Here This report is my attempt to lay down some boundaries about what the “Internet of Things” (IoT) is going to look like. There are some wild […]

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IoT, M2M, Strategy

MWC 2015 – A Year of Substance

March 9, 2015by D2D Advisory Leave a comment

It feels like the last few years, Mobile World Congress (MWC) has been filled with vague concepts and more marketing than substance. I think there is a change in this, […]

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Appconomy, Business Model, IoT

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