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Leaving the believability of the prose to one side, does anyone have any insight into whether these things have really gained traction?

I'm somewhat in this space, but not in the US. I saw the industry try to clumsily embrace UDMI just in time for Google to drop IOT, and now I'm seeing more azure-based specifications but it's all very prescriptive w.r.t tech and not at all descriptive w.r.t value added.




Bill Lamie and the ThreadX (Azure RTOS) team walked away, I take it as a very large signal that there's no traction.


A year ago I was looking for OPC-UA GDS / PKI solutions.

I came across this 2018 announcement full of fanfare https://azure.microsoft.com/de-de/blog/automating-industrial...

However in the year 2023 all was delivered was OPC publisher and it seemed like MS has cooled off it's ambitions for industrial protocols.


I’m wondering the same myself. Is MQTT a winner and how many companies are really managing their own fleets versus selling end devices that connect to some hub via zigbee/thread/wifi like the matter model. I suppose unless you sell subscriptions you’d want to stay away from managing a fleet.


I just don't see the money in managing or hosting IoT fleets for others. Fancy autocomplete (sorry, I meant AI) is too shiny of a revenue stream for Microsoft compared to stuff like this.




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