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Life has become so hectic that it is hard to steal moments to jot down what’s preoccupying my mind. So perhaps that is why somedays it seems easier to talk than to write. Earlier last week, I recorded a podcast with my former colleague and dear friend, Stacey Higginbotham for her podcast, where we discussed my “winner take all” thesis as applied to one aspect of our industry that she is obsessed with: Internet of Things (IOT).

My belief is that we are still too early in the game to have any one company surge into the lead position. Every company is busy building their own silos and thus making it impossible for the device-buying-public to come to terms with these connected devices. For me, what will work in the future will be devices that deliver a solution to a problem we all face. True portfolio company, Ring for example,