Investing in the Internet of Things

"Any fact becomes important when it's connected to another." Umberto Eco The technological landscape of the last few years has decisively been underwhelming. Perhaps the once distinctive creativity of the "tekkies" suffered from a transitory lack of courage or perhaps the macro-economic dislocations have contributed to misallocation of capital and funding for good ideas. Whatever the reason, the tech cycle of late seems to have focused, for the most part, on non-transformational issues and pushed agendas centered merely on applications designed to solve minimally incremental problems rather than life changing tools. However, we might be standing on the verge of one significant and truly tran

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