James Brehm of Brehm Consulting and I were talking about having a venture capital session at the next M2M Evolution. He and I both have loose ties to some friends with money, which rarely means we get to see any, but make us feel like we could. Anyway, many acquisitions have taken place of late in the community and this often means a new crop of entrepreneurs are in the wings.
However, M2M is an odd duck in the current world of venture capital. You see Marc Andreeson has pointed out that software is eating hardware. We have the battle of the platforms to highlight this migration. John Horn of Raco Wireless comes in with demos that have sensors in the field and tablets in the demo room. Aggregating the data and making decisions easier and more effective is the goal and software can accomplish that.
So we should be able to see venture capitalists running toward us. And to be fair, for specific ideas, they have been known to come into the mix.
The current wave of venture capitalists sees the path to success as the Amazon or Salesforce.com model of talking about unlimited growth and cost control. Showing robots doing warehouse sourcing and drones doing delivery is great at giving the illusion that costs can always be reduced and goods can constantly be expanded. It also gives the illusion that M2M and IoT solutions are table stakes and mature.
Reading about the recent Facebook strategy to cover Africa with drones, the first question that came in my mind was who had the software to do all the traffic control? My answer was - no one. But these firms don’t have to have to have software ready now, because investors...Read More
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