Google Getting in the Game

Nest valuation at more than $3B is huge in itself, but Google cashing it out makes it a landmark. This was the day the big guys joined the game. Really looking forward to what will come out of this, especially keen to see Google Now applied to appliances and sensors.

We're prepping for an outreach to service providers, will be super interesting to learn what effect this acquisition will have on their priorities. We have already been using the potential threat of Google entering this market as a strategic call to action. Now the threat is real.

Google is almost religiously a cloud company. They will do hardware and devices as a source of user interaction and data for the cloud. The Google antidote is cable companies and their industry alliance that build "smart" into the set top box.

Our focus on re-inventing Wi-Fi router puts us somewhere in the middle, and also offer the ISPs a competitive and defendable position versus cloud competitors. Sure feels like we're at the right place at the right time...