Learning on the Edge Investment Thesis

Learning on the Edge Investment Thesis
by Jim Hogan on 05-20-2019 at 5:00 am

It is said that it will cost as much as $600M to develop a 5nm chip. At that price, only a few companies can afford to play, and with that amount of cash in, innovation is severely limited.

At the same time, there is a stampede in the artificial intelligence (AI) market where around 60 startups have appeared, many of which have already … Read More


The IoT will meet 5G soon, but not with the old SIM cards

The IoT will meet 5G soon, but not with the old SIM cards
by Tom Simon on 05-16-2019 at 7:00 am

By now you have probably realized that 5G is a lot more than an incremental change from previous 3G and 4G cellular technology. For instance, 5G will be used to connect our phones in completely new ways, such as with microcells in urban areas using mm-wavelength signals. 5G will also include two low power protocols that are intended… Read More


IDT Invests in IoT Security

IDT Invests in IoT Security
by Daniel Nenni on 01-15-2019 at 7:00 am

As we are preparing for the “IoT Devices Can Kill and What Chip Makers Need to Do Now” webinar next week, Intrinsic-ID did a nice press release with Integrated Device Technology. IDT is one of the companies I grew up with here in Silicon Valley that pivoted its way to a $6.7B acquisition by Renesas.


IDT is focused on automotive,… Read More


9 IoT Predictions for 2019

9 IoT Predictions for 2019
by Ahmed Banafa on 12-03-2018 at 7:00 am

By 2020, the Internet of Things (IoT) is predicted to generate an additional $344B in revenues, as well as to drive $177B in cost reductions. IoT and smart devices are already increasing performance metrics of major US-based factories. They are in the hands of employees, covering routine management issues and boosting their productivity… Read More


You Can’t Get There From Here

You Can’t Get There From Here
by Bill Montgomery on 11-22-2018 at 12:00 pm

No doubt many who read this article have heard the expression “You can’t get there from here…” It’s most often attributed to New Englanders – primarily residents of Maine – to describe a route to a destination that is so circuitous and complex that one needn’t bother embarking on the journey.

In the context of the business world, theRead More


Q4 Hiring remains strong Outlook for Q1 2019

Q4 Hiring remains strong Outlook for Q1 2019
by Mark Gilbert on 11-04-2018 at 6:00 am

Things are going quite well in the Valley, ESPECIALLY if traffic is any indication. I still remember the BUST with the empty office buildings and light traffic, back in the early 2000’s…while I wish for traffic like that always, I certainly prefer the busy times, guess you cannot have it all. The more traffic, the more jobs; they invariably… Read More


Living on the (IoT) Edge

Living on the (IoT) Edge
by Tom Simon on 08-09-2018 at 12:00 pm

The phrase “where the rubber meets the road” is especially apt when it comes to discussions about the Internet of Things. The obvious interpretation is that dissimilar things are being put together in a mutually dependent fashion. When I hear the phrase I always think of the things that can go wrong, such a tire sliding instead of … Read More


55DAC Trip Report Needham Opening Presentation

55DAC Trip Report Needham Opening Presentation
by Daniel Nenni on 07-04-2018 at 7:00 am

Driving into DAC on Sunday afternoon was a chore since Gay Pride week was finishing with the Gay Pride Parade. Streets were closed, traffic was crazy, and people were roller skating naked which seems wrong on so many levels. This year the opening ceremonies were in the convention center hallway which also seemed wrong. Long lines… Read More


Looking Ahead: What is Next for IoT

Looking Ahead: What is Next for IoT
by Ahmed Banafa on 06-13-2018 at 12:00 pm

Over the past several years, the number of devices connected via Internet of Things (IoT) has grown exponentially, and it is expected that number will only continue to grow. By 2020, 50 billion connected devices are predicted to exist, thanks to the many new smart devices that have become standard tools for people and businesses… Read More


What Mary Meeker Missed

What Mary Meeker Missed
by Roger C. Lanctot on 06-01-2018 at 12:00 pm

It must be a measure of the dim view taken of the automotive industry by Silicon Valley types that of the 294 slides in Mary Meeker’s annual Trends presentation delivered at this year’s Code Conference less than 10 of those slides refer to transportation. The Kleiner Perkins Caufield & Byers partner even managed to avoid… Read More