Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Greg Borchardt of Caerus Ventures was recorded in February 2018.
Greg Borchardt is Co-founder and Managing Partner at Caerus Ventures, a firm that has a focus on connected hardware. It’s an interesting and differentiated investment thesis that is worth listening to, especially for IoT entrepreneurs.
Sramana Mitra: Tell us about Caerus Ventures. What is your sweet spot? What is the size of the fund? What kind of investments do you like to make? What’s the focus? >>>
SAP (NYSE: SAP) is one ERP player that has successfully adapted itself to the changing market landscape. After proving its mettle within the Cloud/Big Data market with HANA, the company is now gearing up to target the Internet of Things (IoT) segment.
The Internet of Things (IoT) trend is significant, and will blossom over the rest of the decade. Actually, IoT has been around for a while, and I have been interviewing leaders in the field to share why things are accelerating now and where the gaps are. Here are five conversations to help give you a broad perspective on IoT today.
Let’s review some more IoT use-cases through Frank’s eyes.
Sramana Mitra: Let’s start at the very beginning of the Zipit story. Tell us a bit about the company. What do you do? How do you do what you do? Also, give us a bit of your background.
Frank Greer: I’m the CEO of Zipit Wireless. We’re a 10-year old company. We’re based in Greenville, South Carolina. We were a startup funded by VCs. We were spun out of a company almost 10 years ago. Our objective was to take our expertise and knowledge in cloud-based computing and remotely managing devices, and then apply that to what we felt was a thrilling business opportunity. >>>
Further view into the use cases and trends in various verticals pertaining to IoT. This interviews looks at retail, transportation, and healthcare.
Sramana Mitra: Let’s start by having you introduce yourself as well as Zebra.
Tom Bianculli: I oversee the technology office here at Zebra Technologies. My team incubates new opportunities that are adjacent to the existing portfolio in the company. I’m acting as an internal startup. >>>
Sramana Mitra: Let’s start by introducing our audience to you as well as to your company.
John Horn: I’m the CEO of Ingenu. We are a major player globally in the Internet of Things. When you look at the Internet of Things, all of the things need to be connected in order for there to be an Internet of Things. If there is no connectivity, there is no data path. There is no solution. A group of pioneers in this industry on the human side realized that the technology that exists for human communication was not good enough for machines.
What makes these devices that we hold on our hands wonderful is the fact that we want the newest, latest, and greatest. In the machine world, what companies need and solutions want is stability – long-term stability of network, long-term stability of technology, and long-term stability of the product itself. Founders of Ingenu created a technology called RPMA which stands for Random Phase Multiple Access. It takes the physical principles of cellular and turns them 180 degrees. It takes the weakness of cellular and makes them the strength of RPMA. >>>
IoT is moving right along, here is a comprehensive discussion on some use cases and solutions from Greenwave Systems that are real and active.
Sramana Mitra: Let’s start by introducing our audience to yourself as well as to Greenwave.
Martin Manniche: I’m the Chairman and CEO of Greenwave Systems. We’re a managed services platform company. We are located and headquartered in Irvine, California. We see ourselves as a global company. We have an Asian headquarters in Singapore. We have the European headquarters in Denmark and Scandinavia. We have branch offices in Korea, San Jose, and India.
More and more people in the telco space or people who build managed services platforms or have a managed network are looking to have a horizontal-built platform. This is a platform where everyone can participate and build services one top of the platform without understanding anything else and how they are interfacing with an API and be able to build a user experience on top of that. >>>
North Carolina, at one point, had a large concentration of cellular technology companies. Today, some of that talent has come together around IoT.
Sramana Mitra: Let’s start at the very beginning of your journey. Where are you from? Where were you born, raised, and in what kind of circumstances?
Bob Witter: I was born in Springville, New York. It’s in the western part of New York. I grew up in central New York. I went to school at State University of New York and graduated in 1981 with degrees in Computer Science and Mathematics. I started my career in Rochester with Eastman Kodak company in the medical products division that was brand new at that time. I learned a great deal about how to do medical products that has certainly served me well even today at Device Solutions. >>>