Nestlabs – the actual company name – is the manufacturer of only two products. On the one hand there is the learning thermostat: a beautifully designed device, which can also be controlled by mobile app. The fact that such a scary everyday device can be so popped up last year for a lot of eddy in the US digital scene.
1. Who the hell is nest?
Especially since Nestlabs have a number of prominent names. CEO is Tony Fadell, who was the first development team for Apple's iPod and founded the Philips Mobile Computing Division. His co-founder, Matt Rodgers, was the first development team of the iPhone and later led software development for the iPod. In 2010 they founded Nestlabs and won prominent investors. Right from the start, Kleiner Perkins Caufield & Byers rose, and Google Ventures joined in 2011.
2. Is Google wrong?
In October, Nest presented his second product: a networked fire detector. Alone: Both products are targeted to the USA. So the thermostat can not be used in Europe at all - due to the more complicated heating technology. Together with Google, Nest wants to conquer new markets, as CEO Fadell told Gigaom, "It 's going well in the US and Canada, but we have to go to Europe and around the world When we look to Europe, there are many countries and many opportunities, it is an atom-based business and it is important to scale the business ... "
3. Why Apple did not hit?
As a general rule? Well ... So ... A little certainly.
4. Who is the biggest winner of the deal?
The acquisition is not about the purchase of a thermost producer. First of all, Google buys a number of top people. This includes not only Fadell and Rodgers but also Yoki Matsuoka, Vice President of Technology at Nestlabs. She is not an expert in heat control - but in the field of neurosciences and robotics. In fact, Nestlabs understands not as a household helper but as a company in the field of robotics and artificial intelligence.
And here it will be interesting for Google. In the past twelve months, the search group has purchased eight robotic manufacturers, including the military supplier Boston Dynamics. What exactly Google plans, remains left to speculation. However, technologies such as the data glasses Glass and self-propelled cars are likely to benefit from the findings of the acquired companies - and the experts employed there.
Now 3.2 billion dollars are still a lot of money. However, this is the overall assessment. A part of the money goes directly back to Google as the company's venture capital arm had already been investing at Nestlabs since 2011.
If you believe the branch services, Apple was not a serious bidder. Due to the Apple-like simplicity of the thermostat, the company was repeatedly brought into play as a potential buyer of Nest. However, Jonathan Gaw, an analyst at market researcher IDC, may well appreciate the business. He said the technology service Cnet, "Nest is about design, the technology is nice, but not necessarily revolutionary, and if you're an Apple, you might think: Well, I've got design." In addition, Apple had never spent so much money on end-user devices - Google already.
The venture capitalist Kleiner Perkins Caufield & Byers. Once the company was an icon of the Silicon Valley: Amazon, Google, Electronic Arts - among the big names of the digital industry, Kleiner Perkins was among the most important investors. But in recent years, John Doerr, the founding partner, had increasingly shifted the focus to clean and greentech. And that did not work. Since the autumn, branch offices have even speculated on a spin-off from the sponsor founded in 1972, followed by massive restructuring in December.
According to Techcrunch, Kleiner Perkins spent 20 million dollars in Nestlabs - and is now back 400 million. Finally, Kleiner Perkins has a reason to celebrate. This should give the management a little more peace.
Vaillant. Gira. Danfoss. So pretty much every classic manufacturer of thermostats and building technology. They all already have solutions for a digital control of an apartment or a house on offer. However, all these systems are slow, impractical and uncool for marketing. Now Nest will attack the European market and open it at the same time. Because, of course, other providers, such as the American solution Tado, will find new investors: the topic now has sex appeal.
These startups will dominate the emerging market and distribute it among themselves. Of course, the classic vendors could catch up. However, their efforts so far are of little hope in this respect.
5. And who is the biggest loser?
No comments:
Post a Comment