Tern in 202131 Dec 2020 11:02
To me there are 4 giants (still behind the curtains) here
Wyld's multi-purpose app, using mesh networking & geofencing.
The tech-eco system for certificate, key and device management, for the full life of the device. (Think Venafi/Entrust/Intrinsic/EPS Global)
and the last-mentioned, but specifically for Microsoft Azure (with the extra domain of connected car)
and also for Microsoft Azure Sphere (eg in retail, end-clients like Starbucks)
e.g for the latter:
andrbea
9 Dec '20 - 10:54 - 231368
Look at it from the point of view of, say, Starbucks
30,000 outlets in the world. Coffee equipment has many a IoT sensor, eg temperature.
Starbucks wants all those machines connected using MS Azure Sphere (existing equipment, so a brownfield project). I saw a Channel 9 type video (that you had to register for, so no usable link) between the Starbucks CEO and Azure Sphere last September. The CEO spoke of a further 6 years using Azure Sphere to get that done.
As Josh (Azure Sphere) revealed in the Nov 4 2020 webinar with DA, they can do the over-the-air updates themselves, to the equipment (using AT&T for the global connectivity).
But the clients wants more (as John of DA) pointed out at the webinar (the layer on top (authorize/deauthorize.... issue/revoke TLS certificates).
Azure Sphere has to say red-faced, we're just a chip (OEM) manufacturer, we don't do that certificate stuff (agnostic, at GREAT scale, with no human intervention, ... ... so, to Azure Sphere, KeyScaler is a life saver, calming the extra demands of big clients like Starbucks.
Nov 4 isn't so long ago...
See where this is going.. and be patient
In my view, Microsoft Azure Sphere buys DA within the next 4 months.