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Big Data, Cloud, Smart Mobile And Even AR Morph Into One Mind Boggling Thing


IEEE Talk: Integrated Big Data, The Cloud, & Smart Mobile: Actually One Big Thing by David Mayes This IEEE Talk discusses the three biggest trends in online technology and proposes that in fact, they represent one huge integrated trend that is already having a major impact on the way we live, work and think. The 2012 […]

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The Internet of Things: The Promise Versus the Tower of Hacked Babbling Things


The term “Internet of Things”  (IoT) is being loosely tossed around in the media.  But what does it mean? It means simply that data communication, like Internet communication, but not necessarily Internet Protocol packets, is emerging for all manner of “things” in the home, in your car, everywhere: light switches, lighting devices, thermostats, door locks, […]

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CES Didn’t Address The Glaring Market Need: Improved Battery Life


While there have been hints of advanced battery technology development reported in various journals, there was nothing even hinted at the Consumer Electronics Show in Las Vegas this week. This would suggest that we are still a very long way off from any commercial solution to our dead and dying batteries. Ironically my wife last night announced that the battery in her iPhone 5S was not holding a charge like it formerly did. Anyone with this problem also knows that mobile phone stores do not generally even carry replacement batteries. These retailers prefer to use the situation to try to sell you a new phone.

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Energy Aware Riding Wave of Innovation and Investment in Energy Efficiency


In October of 2013, I first met Energy Aware’s management team, led by UBC alumni founders Janice Cheam and VP of Software, Ali Kashani in their modest East Vancouver offices. I had encountered Ali commenting on the Internet of Things (IoT) on LinkedIn, and I challenged his arguments, as the skeptic that I am. Ali very graciously invited me to meet with him to discuss it further. Home automation and its new iteration, IoT, has been around for at least twenty years and had been going absolutely nowhere. Added to that was what I termed “the Tower of Babble,” a term now also used by Qualcomm to describe the data communication hairball in the IoT space. Indeed, Energy Aware had struggled for quite awhile in this immature market. What I learned in that first meeting with Ali and Janice turned this skeptic into a believer, and I have enjoyed the opportunity to work with Al and Janice since that time providing them with tidbits of advice here and there. My gut told me that Energy Aware was on to something with significant potential, as IoT was finally achieving technological “convergence,” and the Big Dogs in Silicon Valley were now gearing up their own IoT efforts. There is a Tsunami coming, and Energy Aware is well-positioned to ride it.

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Industry Analysis: Two Year Semiconductor Industry Portfolio Returns Nearly 33%


Students of Industry Analysis may be interested in this. For my January 2012 Industry Analysis course focused on the semiconductor industry, I set up an imaginary portfolio, using only industry analysis macro information. My Wall Street Journal portfolio of 13 semiconductor companies, covered a wide range of application markets. I would NOT recommend this as a serious portfolio strategy due to the highly cyclical and volatile nature of this industry. However, my overall gain over 2 years has been 32.87%. The top gainer, Micron Technologies (296.73%), lost its CEO in a plane crash after I invested but obviously recovered. The other two top gainers, ARM (112.70%), and Texas Instruments (56.71%) are both heavily involved in wireless communication chips.

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The internet of everything–annihilating time and space


Originally posted on Gigaom:
Which modern technology “enables us to send communications…with the quickness of thought, and to annihilate time as well as space”? If you answered “the internet,” you’re right. If you answered “the telephone,” “the television” or any other speed-of-light telecommunication technology, you’re also right. That quote is from an 1860 book by…

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Vancouver company Energy Aware making Big Waves in Internet of Things


I met today with Ali Kashani and Janice (pronounced “Janeece”) Cheam of Energy Aware in their offices in Chinatown, East Vancouver. Ali is a UBC Vancouver Engineering Ph.D, and Janice is a Sauder “BComm” graduate. Together, they are the brains behind Energy Aware’s novel approach to the “hairball” of the Internet of Things. I began our meeting as a skeptic, and came away impressed with their approach, their market savvy, their chemistry as a team, and the big name partners they have already attracted.

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NSA Spying Is Freezing Cisco, Google And Other Companies Out of Trillion Dollar Global Market


The good news today is Cisco’s new focus on the Internet of Things, which I have been reporting as the new Mega Global Market War. But frankly, the damage to U.S. companies like Cisco Systems by the NSA spying scandal has been catastrophic. Not only Cisco, but Google’s strategy to become a global Internet Service Provider, Yahoo, and Facebook are all affected.

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New Global Mega Industry Battle Developing in the Internet of Everything


It has dawned on me that an entirely new Mega Multidimensional War of Titans is developing, entirely separate and distinct from the mobile smartphone Multidimensional Mega War of Titans. In many ways this new industry war may be more strategic, larger and more valuable than the smart phone war. The emerging new battleground is the Mega Global War of the Internet of Everything. The global players in this newly developing war are well known names in high technology: ARM, Broadcom, Cisco Systems, Intel, and Qualcomm, not to mention a new class of players like The Zigbee Alliance, Honeywell and a host of others. A number of small Canadian companies are also in the thick of this.

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Intel Capital Invests in Vancouver/UBC Startup Recon Instruments


If you thought that Google Glass was the only wearable backed by one of tech’s mega corporations, think again. Intel’s investment arm has now ponied up a “significant” investment into Recon Instruments, makers of the Jet heads-up display for extreme sports. While neither party has disclosed how much cash Intel has thrown Recon’s way, the release does reveal that the Intel Capital will be sharing its expertise in “manufacturing, operations and technology” in addition to its checkbook. While it’s far, far too early to presume that we’ll see Santa Clara dive head-first into the wearables market, we’re going to be watching this partnership with extreme interest.

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