What does Nest mean for hardware entrepreneurs?

I opened the circle of friends in the morning, was Nest by the acquisition of the news brush screen, let me see the excitement of the domestic hardware entrepreneurs. So, I interviewed several representative of the domestic hardware entrepreneurs, as well as the intelligent hardware chain participants to understand their specific views on this matter.

Yeelight Kang Shaoning: Full http://www.aliyun.com/zixun/aggregation/3518.html "> Internet company Valuations

Two years ago, Kang Shaoning, who had not yet started, bought a Nest intelligent thermostat from the United States and then took it apart, saying, "I was so touched that I never saw the hardware that was so cool except for the phone." The original hardware can do so! ”

The traditional intelligent Home Company, the product development idea is the systematic integration plan, Taibaodalan, in addition, hope the product is cheap, convenience enhances the shipment quantity. And Nest is "just exerting force from a point, and then concentrating 10 times times the wealth, people and design of this point to wear, conquer your senses, more than you have all the expectations of it." ”

It was only recently that he discovered that Nest was justified in doing so. "[Nest Enter] The market has been relatively stable, the original market to enter the company has formed a pattern, but they are relatively slow response." So, the design company is doing its best to knock the opponent down. Later discovered that the original these giants are actually forcible, complete lack of creativity. ...... Moreover, the price of a product can be sustained relative to the value of (Nest), which is critical. ”

Kang Shaoning said Nest's valuation was "entirely a valuation of internet companies." "Previously talking about the valuations of hardware companies, often because of manufacturing costs, replication costs and other factors led to low valuations, and from the Nest case," These seem to be unimportant. He felt that the Nest was "a recognition of designer culture." ”

From the company's entrepreneurial path, Kang Shaoning that, "Nest has been doing just need." "In the United States, whether it's a thermostat or a smoke sensor, it's something residents have to buy and install." After Nest redesign, the hardware becomes human and easy to use.

Kang Shaoning feel, Nest this thing let him two inspiration, one is "how to let the common things in life, let them become better use, more beautiful, perhaps more important", the second is "good products are not afraid to sell." ”

New I betwine Lei: Nest cut into the family angle exquisite

Lei felt that, compared to the past giants through set-top boxes, game consoles, to do everything possible to enter the family, Nest into the family is much easier.

Nest's game suits the American market very much, each family's energy management is more unified. Once the Nest thermostat is connected, data can be collected, which is more useful for American consumers. In other words, Nest products are useful for American consumers.

In addition, Nest targeted products, such as thermostat, smoke sensor are for many years. Nest just used a new method to design the same product, and it was able to enter the home "a thermostat, a smoke sensor, which is much simpler than those (game consoles, set-top boxes)." "" (Nest) 's entry point is very exquisite. ”

For him, Nest let him see a new way to get into the family. At home, the way to get into the family is through Smart TV, smart routers and other products, and Nest as a case to tell you, "can be through some very substantial, but look very secretive widgets to enter." But what about the entry? Is there anything related to it? This is a very real problem. ”

No matter what, Nest as a case, can enlighten the later entrepreneur.

Connow Guo Hui: Nest acquisition is good for hardware startups

"From the most direct point of view, the Nest can at least drive the valuations of smart hardware startups," Guo Hui said. In addition, this also means that individual intelligent hardware startups will be in the future with the traditional Internet or mobile internet giants merged, or common development. ”

"Because these intelligent hardware companies do not have the data is comprehensive data, then they have to master the comprehensive data and user behavior of the company to cooperate in order to make the product whether from sales, marketing or data of the cross-use analysis, do more things." ”

As for the 3.2 billion-dollar price, Guo Hui that the valuation could be a bit high if Nest's profitability. He felt that "the reason why Nest get such a high price, but also because of the current Internet companies or mobile mobile internet companies, can not wait to turn to the era of the Internet of things." The data collection and analysis of IoT is quite different from the internet age. ”

Or, as the Internet or mobile internet companies have realised, "the Internet of Things is as much a way of data acquisition as it is for mobile internet." If the Internet or mobile internet companies start again to make the same product, the price is too high for them. So companies like Google are willing to buy companies that have done trial and error. ”

Nest to Guo Hui's inspiration is, "on the hardware, but also to focus on the core of the data." ”

He believes that Nest is the best company he has ever seen in the application of data intelligence. In Guo Hui's view, the wisdom of data is that when the user generated demand, it has been satisfied, and the user does not feel the interaction with the device, which is the ultimate ideal, and Nest is already very close to this state. Guo Hui further explained that the reason why Nest is intimate, behind it is a series of data collection, analysis, into a digital program then implementation, the effect of data recovery, the next implementation of the process of rectification. Guo Hui that this is the logic of the Internet of things.

Roll Call time Zhang You: Nest's strategic depth is worth learning

Zhang You that Nest's takeover, in addition to stimulating domestic investors and entrepreneurs, "also shows that some of the big giants abroad are already bullish on the development of smart hardware." "For the whole environment, [Nest] will make the whole hardware entrepreneurial atmosphere become more intense." Zhang You said, "It's as if the fire had been burning up, and someone spilled a lot of petrol." ”

Roll-call time since entering the field of hardware entrepreneurship, a lot of hardware public-funded projects. With his rich experience with entrepreneurial projects, the domestic entrepreneur is a pity, lack of the same strategic depth as Nest.

He said, "I think the team we're working with now is not much of a strategic thinking like [Nest], and they're just looking at the product level, the really ambitious team hasn't." Like Nest a few years ago began the strategic layout, in fact, its vision will be more than the general entrepreneurial team broader. Because, if it did not first think of this thing clearly, pure to do thermostat and smoke sensor, in fact, with the domestic manufacturers in fact, there is no difference. And why Google chose (Nest) is because it has developed a core system. ”

"[Now domestic] everyone is just selling products, this is a pity." ”

Seeed Studio Pan Hao: Small Companies hold a regiment

When Pan Hao saw Nest's takeover, his first reaction was, "Here's another story to tell." ”

For Nest's products, he felt it was not difficult from a hardware standpoint. But as a model of intelligent hardware, he felt that Nest would be "a beginning of intelligent hardware, on the basis of existing intelligence to learn to adapt to the user through the interconnection between things." "He thinks the impact of Nest on hardware entrepreneurs is that they will make entrepreneurs pay more attention to the user experience and not just develop the product."

"Perhaps before we talked about Smart home, I would feel that I have all these features," he said. But Google buys Nest, which gives us a better signal in the right direction-don't do too much complex system, as long as a small point to do exquisite, so that the hardware to adapt to people's living habits. ”

Pan Hao Hope there will be such a trend in the future, "hardware start-up team do not always do a complete set of solutions." But every team just makes a little thing, and then these little things have an open interface to communicate with each other. In this way, we can hold a regiment and make innovation from the bottom up. For the user, do not need to change the whole house of things, but buy a few small devices together, can easily meet their needs. ”

"Because small companies want to compete with big companies, they must be holding a regiment," Pan Hao said. Because big appliances companies are unwilling to make concessions, to come up with a unified standard, but this aspect for small companies, is very easy. ”

Haxlr8r Cyril Ebersweiler:google is a competitor.

Cyril Ebersweiler that Nest's acquisition proves that the combination of hardware and software will be better in the future and will have a greater impact on people's daily lives.

So is the 3.2 billion dollar price high or low for Nest? Cyril that "the market is always right." "Now, 3.2 billion dollars is 70 times times the income of Nest, but the existing products that Google buys include teams and brands." In the field of IoT, Nest's growth is clearly stronger than planned, and in recent months the rumors of acquisitions have been circulating.

Cyril says he has been waiting for events like Google's takeover of Nest, hoping to allay investor fears through these events. "Until now, only a team that earns more than million dollars can guarantee decent financing," he said. "He hopes this event will activate the hardware venture market," he said.

"The only worry is that for hardware entrepreneurs, Google is now a strong competitor," he said. ”

(Responsible editor: Lu Guang)