#35 Why Investing in Industrial IoT is Different - a conversation with Mike Dolbec
Momenta I Digital Thread
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How to Scale a Vertical IoT Stack
IoT is currently, it's a market of verticals. There is no one IoT. It's awfully very use, often very use-case specific. As an investor then, I would say that it's really hard for a small company to participate in the lower parts of the stack close to the protocols and networking gear. And so most of my investing has started in the sense of where in the stack have I invested. So we're very active in edge, enabling edge computing.
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