~/talk

Venture Capital perspective of LoRaWAN

on YouTube 23m
Talkat The Things Conference 2019 · 2019-01-31..02-01· [engineering-leadership]

speaker

name:Stephen Berard
links:none on file

resources

video:https://youtu.be/l4Iwzxj-ypM
slides:none on file

summary

Momenta Ventures outlines a concrete VC playbook: a connected‑industry fund that buys into vertical wins like Rev2 (asset data → ML for support) and horizontal bets like Crate.io (time‑series telemetry storage and query), targets ecosystem growth rather than lone hardware plays, and expects rapid scale — roughly 1 billion LoRaWAN sensors by 2021 — arguing openness, long range, battery life and carrier rollout gaps make LoRaWAN investable now.

AI-written summary · about

chapters (6)

  1. 0:00Introduction
  2. 0:35About Momenta Partners
  3. 6:08Connected Industry Fund
  4. 10:03Ecosystem Fund
  5. 14:47Why LoRaWAN
  6. 17:28Investment perspective

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