@tdavidson	
  
The Internet of
Things
… is about People
@tdavidson	
  
@tdavidson	
  
Venture investor at kbs+
Ventures
NYC, USA
B2B enterprise technology
Focused on marketing and advertising
t...
@tdavidson	
  https://developer.apple.com/wwdc/
@tdavidson	
  
House picture
@tdavidson	
  
@tdavidson	
  
appliances
http://www.pcworld.com/article/2025167/high-tech-homes-fridges-on-facebook-and-
smart-security.h...
@tdavidson	
  
Plll
@tdavidson	
  
@tdavidson	
  
Plll
@tdavidson	
  @tdavidson	
  
@tdavidson	
  
car
@tdavidson	
  
@tdavidson	
  
Quantified self
@tdavidson	
  
@tdavidson	
  
Photographed
self
@tdavidson	
  @tdavidson	
  
@tdavidson	
  
Photographed
self
@tdavidson	
  @tdavidson	
  
@tdavidson	
  
Photographed
self
@tdavidson	
  
@tdavidson	
  
Photographed
self
@tdavidson	
  
@tdavidson	
  
2013,
USD $1.1 B in 153
investments
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investi...
@tdavidson	
  
64%
Early-stage (seed or A)
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investing-snaps...
@tdavidson	
  
By 2020,
26 billion connected devices
7 billion smartphones
@tdavidson	
  http://www.truste.com/gb-internet...
@tdavidson	
  
Sensors +
networks +
actuators
@tdavidson	
  
@tdavidson	
  
Sensors in
everything
@tdavidson	
  
@tdavidson	
  
Access to the
cloud
@tdavidson	
  
@tdavidson	
  
Big data
intelligence
@tdavidson	
  
@tdavidson	
  
Extends the
network edge
@tdavidson	
  
@tdavidson	
  
"Sensors and signals and
connections in our lives will
proliferate in ways we can’t
predict, and in ways th...
@tdavidson	
  
IoT
+ Humans
= IoTH
@tdavidson	
  http://radar.oreilly.com/2014/04/ioth-the-internet-of-things-and-humans.h...
@tdavidson	
  
“Intelligence at
the network edge
is now mobile.”
Steve Cheney
@tdavidson	
  http://stevecheney.com/on-the-...
@tdavidson	
  
“Humans are the
edge network.”
Steve Cheney
@tdavidson	
  http://stevecheney.com/on-the-new-edge-network-an...
@tdavidson	
  
Friction between
businesses and
people.
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
@tdavidson	
  http://...
@tdavidson	
  
Early usecases
focused on
producer surplus
@tdavidson	
  
@tdavidson	
  
Consumer
surplus will
unlock adoption
@tdavidson	
  
@tdavidson	
  
“How does a smart thing
make it possible to
change the entire
experience and workflow
of a job we do in the...
@tdavidson	
  
xx
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
@tdavidson	
  
“Smartphone is
the halfway
house of IoTH”
Tim O’Reilly
@tdavidson	
  http://radar.oreilly.com/2014/04/ioth-...
@tdavidson	
  
Smartphones
extend the edge
of the network to
humans.
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
@tdavidson	
  
xx
Bureau of Economic Analysis, USA“GDP by Industry.”http://bea.gov/iTable/iTable.cfm?
ReqID=5&step=1, via ...
@tdavidson	
  
Services powered
by tech
@tdavidson	
  
@tdavidson	
  
Aggregation is
different, but is
delivery truly
different?
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
@tdavidson	
  
“Early traction at
vertical application
level.”
Matt Turck
@tdavidson	
  http://techcrunch.com/2013/05/25/m...
@tdavidson	
  
Silos
@tdavidson	
  
@tdavidson	
  
That use proprietary
standards and don’t
talk to each other.
@tdavidson	
  
@tdavidson	
  
Home security
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  
@tdavidson	
  
xx
@tdavidson	
  http://www.washingtonpost.com/blogs/innovations/wp/2014/05/28/meet-cover-the-app-
thats-de...
@tdavidson	
  
xx
@tdavidson	
  
@tdavidson	
  
The“smart thing”is a
dumb sensor
connected to the clever
cloud.
(today)
@tdavidson	
  http://ben-evans.com/...
@tdavidson	
  
Consumer surplus
stems from
functionality first.
@tdavidson	
  
@tdavidson	
  
Tracking
people isn’t
functionality.
@tdavidson	
  
@tdavidson	
  
Data capture +
functionality
friction is real.
@tdavidson	
  
@tdavidson	
  
“The only way to
keep user
information safe is
not to store it.”
@tdavidson	
  http://idlewords.com/bt14.htm
@tdavidson	
  
Massive change in
consumer behavior
to change investor
behavior.
@tdavidson	
  
@tdavidson	
  
How we use the
Internet (of Things)
shapes what gets
funded and built.
@tdavidson	
  
@tdavidson	
  
If you want to see
“smart things”,
start by being
smart people.
@tdavidson	
  
@tdavidson	
  
Thank you.
taylordavidson.com
@tdavidson	
  
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The Internet of Things ... is about People (Startup Iceland)

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Talk about the Internet of Things, at Startup Iceland (http://www.startupiceland.com/) June 2, 2014, in Reykjavik, Iceland.

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The Internet of Things ... is about People (Startup Iceland)

  1. 1. @tdavidson   The Internet of Things … is about People @tdavidson  
  2. 2. @tdavidson   Venture investor at kbs+ Ventures NYC, USA B2B enterprise technology Focused on marketing and advertising technology infrastructure @tdavidson  
  3. 3. @tdavidson  https://developer.apple.com/wwdc/
  4. 4. @tdavidson   House picture @tdavidson  
  5. 5. @tdavidson   appliances http://www.pcworld.com/article/2025167/high-tech-homes-fridges-on-facebook-and- smart-security.html
  6. 6. @tdavidson   Plll @tdavidson  
  7. 7. @tdavidson   Plll @tdavidson  @tdavidson  
  8. 8. @tdavidson   car @tdavidson  
  9. 9. @tdavidson   Quantified self @tdavidson  
  10. 10. @tdavidson   Photographed self @tdavidson  @tdavidson  
  11. 11. @tdavidson   Photographed self @tdavidson  @tdavidson  
  12. 12. @tdavidson   Photographed self @tdavidson  
  13. 13. @tdavidson   Photographed self @tdavidson  
  14. 14. @tdavidson   2013, USD $1.1 B in 153 investments @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
  15. 15. @tdavidson   64% Early-stage (seed or A) @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
  16. 16. @tdavidson   By 2020, 26 billion connected devices 7 billion smartphones @tdavidson  http://www.truste.com/gb-internet-of-things-index-2014/
  17. 17. @tdavidson   Sensors + networks + actuators @tdavidson  
  18. 18. @tdavidson   Sensors in everything @tdavidson  
  19. 19. @tdavidson   Access to the cloud @tdavidson  
  20. 20. @tdavidson   Big data intelligence @tdavidson  
  21. 21. @tdavidson   Extends the network edge @tdavidson  
  22. 22. @tdavidson   "Sensors and signals and connections in our lives will proliferate in ways we can’t predict, and in ways that would probably seem pointless if described to us.” Benedict Evans @tdavidson  http://ben-evans.com/benedictevans/2014/5/26/the-internet-of-things
  23. 23. @tdavidson   IoT + Humans = IoTH @tdavidson  http://radar.oreilly.com/2014/04/ioth-the-internet-of-things-and-humans.html
  24. 24. @tdavidson   “Intelligence at the network edge is now mobile.” Steve Cheney @tdavidson  http://stevecheney.com/on-the-new-edge-network-and-the-future-of-local-commerce/
  25. 25. @tdavidson   “Humans are the edge network.” Steve Cheney @tdavidson  http://stevecheney.com/on-the-new-edge-network-and-the-future-of-local-commerce/
  26. 26. @tdavidson   Friction between businesses and people. @tdavidson  
  27. 27. @tdavidson   xx @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot @tdavidson  
  28. 28. @tdavidson   xx @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot @tdavidson  http://www.truste.com/gb-internet-of-things-index-2014/
  29. 29. @tdavidson   Early usecases focused on producer surplus @tdavidson  
  30. 30. @tdavidson   Consumer surplus will unlock adoption @tdavidson  
  31. 31. @tdavidson   “How does a smart thing make it possible to change the entire experience and workflow of a job we do in the real world?” Tim O’Reilly @tdavidson  http://radar.oreilly.com/2014/04/ioth-the-internet-of-things-and-humans.html
  32. 32. @tdavidson   xx @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
  33. 33. @tdavidson   “Smartphone is the halfway house of IoTH” Tim O’Reilly @tdavidson  http://radar.oreilly.com/2014/04/ioth-the-internet-of-things-and-humans.html
  34. 34. @tdavidson   Smartphones extend the edge of the network to humans. @tdavidson  
  35. 35. @tdavidson   xx @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
  36. 36. @tdavidson   xx Bureau of Economic Analysis, USA“GDP by Industry.”http://bea.gov/iTable/iTable.cfm? ReqID=5&step=1, via @schalf http://schlaf.me/post/84227694977
  37. 37. @tdavidson   Services powered by tech @tdavidson  
  38. 38. @tdavidson   Aggregation is different, but is delivery truly different? @tdavidson  
  39. 39. @tdavidson   xx @tdavidson  http://www.cbinsights.com/blog/internet-of-things-investing-snapshot
  40. 40. @tdavidson   “Early traction at vertical application level.” Matt Turck @tdavidson  http://techcrunch.com/2013/05/25/making-sense-of-the-internet-of-things/
  41. 41. @tdavidson   Silos @tdavidson  
  42. 42. @tdavidson   That use proprietary standards and don’t talk to each other. @tdavidson  
  43. 43. @tdavidson   Home security @tdavidson  
  44. 44. @tdavidson   xx @tdavidson  
  45. 45. @tdavidson   xx @tdavidson  
  46. 46. @tdavidson   xx @tdavidson  http://www.washingtonpost.com/blogs/innovations/wp/2014/05/28/meet-cover-the-app- thats-determined-to-reinvent-the-restaurant-experience/
  47. 47. @tdavidson   xx @tdavidson  
  48. 48. @tdavidson   The“smart thing”is a dumb sensor connected to the clever cloud. (today) @tdavidson  http://ben-evans.com/benedictevans/2014/5/26/the-internet-of-things
  49. 49. @tdavidson   Consumer surplus stems from functionality first. @tdavidson  
  50. 50. @tdavidson   Tracking people isn’t functionality. @tdavidson  
  51. 51. @tdavidson   Data capture + functionality friction is real. @tdavidson  
  52. 52. @tdavidson   “The only way to keep user information safe is not to store it.” @tdavidson  http://idlewords.com/bt14.htm
  53. 53. @tdavidson   Massive change in consumer behavior to change investor behavior. @tdavidson  
  54. 54. @tdavidson   How we use the Internet (of Things) shapes what gets funded and built. @tdavidson  
  55. 55. @tdavidson   If you want to see “smart things”, start by being smart people. @tdavidson  
  56. 56. @tdavidson   Thank you. taylordavidson.com @tdavidson  
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