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We’re entering the age of very personal computing
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By Om Malik |
[A note from Stacey: This week was surprisingly tough. I had an injection to help heal my tennis elbow and wasn't able to work at my computer for this week's newsletter. So, I asked Om Malik, my friend and former boss, and Kevin Tofel, my friend and current colleague, to help me. Please enjoy their stories. I'll see you next week.]
A couple of ice ages ago, when I started writing about technology, personal computing was shorthand for computers used by enthusiasts. Such machines were eons away from becoming the personal computers that now sit on our desks and in our backpacks. In the post-PC age, personal computing means tablets and smartphones. After all, these always-on mobile devices are our constant companions. We are now glued to their screens, and more importantly, they are personalized to serve our every need.
Going forward, however, personal computing will become something else thanks to the growing number of connected devices — what readers of this newsletter affectionately call the Internet of Things. Indeed, in looking around my apartment recently I realized just how many of these devices had entered the most personal of my spaces: my home. |
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— Om's Frame TV, which survived his untrustworthy device purge. Image courtesy of Om Malik. |
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The list is long. Philips Hue for mood lighting. An Aura digital frame to display pictures of my family and friends. Samsung’s Frame TV to show off my landscape photographs. Plus a HomePod in my office, SyngSpace speakers in my bedroom, a connected streaming amplifier, and a few other bits and bobs. It’s not quite the Sharper Image showroom, but you get the drift.
And whenever I visit the standalone homes of my friends, I see a proliferation of security cameras, doorbells, nanny cams, and baby monitors, among other devices. That's in addition to the photo frames, speakers, and of course, cleaning robots. This wave of connected devices is clearly not ending anytime soon. The recently concluded CES even had companies showing up with connected personal robot assistants, such as the Retriever from Labrador Systems. Most of these devices are packed with sensors — cameras, microphones, and motion sensors, to name just a few.
IoT, at least, from a consumer perspective, is the new and very personal computing.
These IoT devices are in our homes, which means they are collecting highly personal data about us. And yet we know so little about them. We don’t know anything about their security, including how they collect, store, and transmit data. Nor do we know who has access to them. (Stacey stressed the need to deal with this in her piece, We should talk about consent in IoT.)
I recently started confronting these questions when I enrolled in a closed beta test for a service from a still-in-stealth startup that monitors networking traffic. I was shocked to see how much data was being transmitted by the IoT devices, and more importantly, how much of it was going to places that made no sense.
It prompted me to go on an aggressive cleanse, to get rid of all but the most necessary devices (and those with acceptable network traffic patterns) on my home network. Notably, they were devices I'd bought on Amazon, or from other online markets whose provenance is questionable. And while I can’t categorically say that they were indulging in nefarious activities, after removing them from my network, the network traffic emanating from the remaining devices in my home started to make a lot more sense.
Hoping to learn more, I subsequently found myself going down various rabbit holes on the Internet. There have been numerous reports of vulnerabilities, backdoors, and hacking attempts on these most personal devices, I learned. And the problems seem to be escalating.
What’s even more troubling is that so many companies are selling the same underlying product made in the same factory under different brands. As consumers, we don’t know what we are getting, even when we pay for a brand-name product. In the home entertainment world, for example, there are big brands that are being forced to transition to connected digital devices. But because they don’t have software or underlying networking expertise, they end up depending on third parties, exposing themselves — and by extension, their customers — to potential hacks and vulnerabilities.
If the tech world wants consumers to embrace very personal computing, it needs to invest in trust. When writing about this issue previously, I've argued for “terms of trust” over “terms of service.” And it is high time that companies start taking security seriously; otherwise, they will lose consumer trust. Not only do the products have to become simpler to use, but security should be put front and center. When something as basic as changing passwords is a chore for the user, it's time to make improvements.
As a former journalist, I know that companies aren’t going to make changes all on their own; they need to be forced. Perhaps it is time media outlets started forcing their hands. I want to see product reviews that dig deeper, that look at product security, data privacy, and the simplicity (or lack thereof) of the user experience. The vast majority of devices and the apps that come with them should be judged not just by what they do, but how well they do it. That includes maintaining the sanctity of our personal spaces — and our data.
When the personal computing revolution started, we were a naive and optimistic little clique of explorers and adventurers. Today, personal computing is for everyone, everywhere. We need to refocus and reimagine how we think about these highly personal computing products if we want the next era of computing to begin.
Om Malik is partner emeritus at True Ventures, an early-stage venture capital group based in Palo Alto, Calif.
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The "right to repair" movement grows, but the devil's in the details |
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By Kevin C. Tofel
President Biden this week added public support for the “right to repair” movement that’s picking up steam in the U.S. His commentary follows last year’s announcement by the Federal Trade Commission (FTC) that, in an effort to combat monopolistic repair tactics, the regulatory group would be restoring the right to repair devices. All of which is great. But true success will depend on the details.
Based on the Twitter replies to President Biden’s statement, I would estimate that about half the responders really don’t understand what the right to repair is. Many said they don’t have the time or skills to repair broken devices, for example. But that’s not what it's about. Rather, it's meant to allow users to repair their devices themselves, if possible, and get third parties to repair them if it's not. Essentially, companies can’t create products that are nearly impossible to fix (leading to replacement purchases being made earlier than necessary) or limit the information needed for repairs.
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— A John Deere nutrient spreading machine with access to a variety of software for more efficient fertilizer placement. Image courtesy of John Deere. |
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Indeed, limiting the information needed for repairs has been a hot topic of late. John Deere, for example, is facing two lawsuits because the plaintiffs believe they should be able to repair the farming equipment they purchased from the company.
Like many connected device makers, John Deere uses proprietary software to add the smarts to its tractors. As a result, farmers don’t have the information or access needed to repair their equipment themselves. Their only choice is to contact John Deere and wait for service, something that can quickly, and negatively, impact crops.
Not a farmer? Here’s another situation you might be able to relate to, which is thankfully the opposite scenario.
Suppose you break an iPhone display and there’s no right to repair it, Apple (and only Apple) can fix it. Apple would have a monopoly on repair services and prices of parts. That’s luckily not the case and is why you might see phone repair kiosks at your local shopping mall or in town. Often, these repair services are much cheaper than Apple doing the work, and it creates jobs.
From an IoT perspective, the right to repair poses a significant challenge, for several reasons. The first is that consumers lack easy access to connectivity chipsets and radios as well as the boards needed to fix connected devices. Plus most people wouldn't know how to actually replace these components even if they could easily obtain them. The second is that they have limited access — or none at all — to the highly integrated software and cloud services needed to keep these devices working as intended. And finally, device companies can go out of business, leaving consumers with useless hardware and no recourse.
A framework for how the right to repair can work comes from my experience with now-defunct robot maker Anki.
In 2018, I bought a Vector robot made by Anki. This cute, connected little robot had integrated Alexa capabilities, multiple cloud-based functions, and a personality. Less than a year later, however, Anki went out of business, shutting down its cloud services and its software support. Which meant that all the little Vectors were going to be put out to pasture, as buyers had no way to keep their robots alive.
Along came a crowdfunded effort to save the day. A company by the name of Digital Dream Labs solicited enough relatively small donations to buy Anki’s intellectual property and immediately took over the servers needed to enable the robot to keep working.
But Digital Dream Labs didn’t stop there. It now offers Vector hardware sales, extended warranties, and even the ability for consumers to run their own local servers to keep Vector smart and agile. The company also offers reasonably priced monthly ($7) and yearly ($47) memberships that provide robot-related cloud services.
Yes, one could argue that Digital Dream Labs has a monopoly on Vector repair and operating services. But that would overlook the SDK and local server options the company offers alongside its subscription service. Anyone could buy them and run their own Vector robot, with their own integrations (if they have the requisite knowledge), without ever having to rely on Digital Dream Labs.
This situation worked because the community and a company came together. It was practically a best-case scenario.
Such a Hail Mary is unlikely to emerge for customers of John Deere or other large enterprises. And while the right-to-repair effort would benefit from some type of escrow mandate for code and any related information needed to keep connected devices alive, there’s an inherent roadblock there, particularly for large companies: By open sourcing their code, they make the “secret sauce” of their connected devices and proprietary services available for all to see.
To illustrate the issue, here’s an overview of how John Deere’s connected tractors work:
“Sensors built into the equipment made by John Deere track soil moisture, equipment performance, and even the pressure with which seeds are pushed into the ground during planting. Wi-Fi or low-power wide area networks can be used to collect data and send it to a gateway that connects to the cellular network. Tractors connect directly to John Deere’s cloud using cellular modems.”
The company not only makes the tractors but integrates sensors into them during production. And it created its own software and algorithms to collect, monitor, and analyze important data. It’s a classic example of vendor lock-in. So how would a for-profit company maintain that advantage while also making its code available publicly?
Perhaps, in this case, we can turn to Apple again for an example of potential solutions. The company has authorized service vendors that have more information about Apple’s products and services than the public do. After all, how else would they know how to properly repair devices or get replacement parts?
Apple hasn’t open sourced anything, but it has made information available to authorized third parties. Deere and other big companies could do the same, but they probably don’t want to. After all, by controlling the information and material resources for repairs or replacements, they control the pricing. To combat anti-consumerism, a policy that requires a third-party network of repair technicians would be invaluable.
Oh, and in case anyone at the FTC is reading: Using the Vector outcome as the ideal scenario, please build in details requiring authorized third-party repair options that allow consumers the information and options they need to repair those connected devices. We would all be better for it.
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Episode 356: Smart home improvement is now a thing |
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This week’s show starts with a healthy portion of chips, with the main course being Nvidia’s reported acceptance that its deal to acquire ARM isn’t likely to happen. We then turn to the U.S. Commerce Department’s plans to combat the chip shortage crisis, new ML chips from Silicon Labs, Google’s first TinyML Coral microcontroller, and an Arduino-like RISC-V product. Feeling full from all of this chip ingestion we discuss how Peloton is trying to work out its excess inventory challenge. Two smart tracking companies raised some funding this week: Pebblebee on the consumer side and newly launched Tag-n-Trac for shipping and logistics. We then discuss how Thread turned the Wemo Stage controller from “meh” to “must-have” and share details of new Philips Hue fixtures.
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— Peloton is changing its production plans, but we still think it has value. Image courtesy of Peloton. |
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Our guest this week is Oisin Hanrahan who is the CEO of Angi, the home services company formerly known as Angie’s List. He’s on the show to talk about startling data his company discovered late last year. According to Angi’s data, for the first time ever, smart home investments were in the top three home improvements made by homeowners. Hanrahan explains what homeowners are doing and why they are willing to invest in more technology. He also offers advice to device makers who want to attract the pro-installer business and makes recommendations on how pros think about the smart home. It’s a great interview.
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This week on the IoT Podcast Hotline, we answer a listener question from Michael asking if Alexa can control his Google Nest thermostat.
The IoT Podcast hotline is brought to you this week by SpinDance. SpinDance can help you design, build and support your IoT product. Learn more at SpinDance.com. |
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Good news for Yale and August lock owners |
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— A replacement module for a Yale lock. Image courtesy of Assa Abloy. |
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Assa Abloy, the company behind the Yale and August lock brands, will release a module that will allow lock owners to update their hardware to work with the upcoming Matter home interoperability standard. The module slots right into existing locks, although you will have to take off the plate as you would if you were changing the batteries. The Matter module will fit most of Yale's hardware, going all the way back to 2012 locks.
This is good news for Yale owners and an example of a company leading the way when it comes to backward compatibility. Signify, the company behind the Philips Hue-branded bulbs, is also promising full backward compatibility to Matter for its Hue hardware, although not for its cheaper Wiz-branded bulbs. Google has also disclosed its plans for updating devices to Matter, with only the more recent versions of its thermostats and speakers getting an update. This might be particularly galling because as one of the originators of the Thread protocol used in Matter, older Nest gear actually has the appropriate radio support.
Assa Abloy customers can expect modules to be available after the release of the full Matter specification, which my sources guess will occur in June. Assa Abloy has not yet set a price for the updated module, so look for that in June as well. |
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News of the Week |
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Sigfox is in receivership: Low-Power Wide-Area Network provider Sigfox has filed for the French equivalent of Chapter 11 bankruptcy and has six months to find a new owner or financing. The French company started over a decade ago with a proprietary solution to send small amounts of data at a low cost for the Internet of Things. It found customers in Europe, Africa, and parts of Asia, but never made inroads into North or South America. The company blames COVID-19 and the chip shortage for its financial challenges, but I think its biggest problem is that it's very hard to build a network. Companies have to invest up front in providing the coverage and convince other businesses to build radios and devices that run on the network. This is a very hard sell, especially if coverage is sporadic or ad hoc. Another challenge for IoT networks is that users don't want to pay high prices for modules or connectivity fees to connect what can be essentially low-value devices. I'll be writing more about Sigfox next week, but for now, Sigfox's challenges mean those building other IoT networks, such as LoRaWAN or NB-IoT, should double down on getting coverage. (La Tribune) — Stacey Higginbotham
AccuWeather has acquired Plume Labs: Weather data provider AccuWeather has acquired a Parisian company called Plume Labs for an undisclosed amount. AccuWeather had been working with Plume for the last year using Plume's outdoor air quality monitoring sensors to generate forecast data. The deal is interesting mostly because it shows how important owning your own sensors can be, especially if you are a company providing insights based on that sensor data. Having access to the ability to calibrate and deeply understand where the data is coming from can help drive more accurate insights. This is especially important in a lucrative data field such as weather. It's also a commentary on how important indoor and outdoor air quality monitoring is, especially as climate change becomes more prevalent. (AccuWeather) — Stacey Higginbotham
ML on the edge to detect Alzheimer's: A speech recognition company called Canary Speech is working with chip maker Syntiant to put an algorithm on a chip that parses speech to detect Alzheimer's. Canary says its system is 92.5% accurate in detecting early-onset Alzheimer's based on how a person's speech patterns change. Canary has been offering its detection algorithm in the cloud, but this deal brings the application to the chip, which means it stays local. This is especially important for health use cases because it enhances the user's privacy. Canary is not the only company trying to detect diseases using speech; other efforts include algorithms that can detect depression and Parkinson's. (IEEE Spectrum) — Stacey Higginbotham
Mirai is still out there, and it's going after the IoT: Researchers from threat intelligence group Intel 471 have documented continued use of the Mirai botnet codebase being used to attack connected devices over the past two years. And they expect use of that botnet to continue in the coming year, especially against connected devices. The larger attack surface of relatively insecure devices, and the ability to profit off such attacks, are driving the use of Mirai against connected devices. The Intel 471 researchers are also concerned that ransomware attacks against IoT devices might be next. (Dark Reading) — Stacey Higginbotham
Does your company follow California's consumer privacy act requirements? Data from Cytrio, a data privacy compliance company, shows that only 11% of companies fully meet California Consumer Privacy Act, or CCPA, requirements. Cytrio studied 5,175 U.S. companies with revenue between $25 million and $5 billion. Its research also showed that 44% of companies aren't providing any mechanism for consumers to exercise their data rights, which includes asking companies to delete their data and trying to correct inaccurate data. As a caveat, Cytrio was looking for companies that have some sort of software that helps manage data subject access requests, which are required by the legislation. The survey found that consumer services, media, and hospitality were the industries most likely to have a management system able to handle such data requests. While this lack of attention to privacy law isn't surprising, it is disappointing. (Cytrio) — Stacey Higginbotham
Honeywell invests in RapidSOS for bringing smart home data to first responders: Honeywell, a maker of professional security alarm and building systems, has made a strategic investment in startup RapidSOS, which provides a framework and software to pull data from connected building sensors and share that with first responders in an emergency. For example, if a building is on fire, having access to camera or motion sensor data to understand where people might be in a burning building could be incredibly helpful. Even just knowing that a building is empty would be helpful. RapidSOS is trying to provide this sort of data to more than 5,000 emergency response centers that it already counts as customers, while partnerships with Honeywell and other building sensor and smart device companies will help broaden the type of data RapidSOS can share. (Honeywell) — Stacey Higginbotham
Helium has signed a partnership to start roaming in Canada: Helium, the distributed, peer-to-peer LoRaWAN network, has signed a roaming agreement with X-Telia. This is one of a few recent deals designed to expand Helium's network coverage. It signed another roaming agreement late last year, with Senet. As the Sigfox challenges show, coverage and low cost is everything in IoT networks, so expect more of these deals to join previously separate networks together where technically feasible. (Helium) — Stacey Higginbotham
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