After something of a long hiatus, we have an emerging epic World Chip War Three, which is being fought over “CODECS,” and related chips which power our smartphones. Not that the semiconductor industry hasn’t been innovating and evolving, but this is something much bigger. Today’s news about Broadcom’s bid for Qualcomm omits the other crucial player in this new War of Titans, Intel, which has risen from earlier ignominious failures to become the third player in WCW III.
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.
Vinod Khosla gives CBS News 60 Minutes another major black eye on their bias and lack of investigative depth, as with the lightweight report on the NSA. Just consider for a moment the absurdity of 60 Minutes story in the light of recent major strategic initiatives by Cisco Systems, Intel, Qualcomm on clean tech and the “Internet of Things. Add to that this week’s announcement of Google’s acquisition of Nest, a major energy efficiency company, for $3 Billion. Khosla’s entire open letter to CBS is shown below.
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.
An excellent discussion of the deeper social implications of the Internet of Everything. Perhaps difficult for some to grasp, but consistent with many other futurists’ views. The current world of MOOC’s in online education, for example, may only be a brief waypoint on the journey to anytime, everywhere education.
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.
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.
This is getting messy.. NVIDIA announced yesterday at CES in Las Vegas, that it will market its own […]