UK, ARS, AT discussed on The Vergecast
Are HI business. Most most corporations, you know, your keycard. Your key fob is all is all. Ars as well. So so that is what we do. Right. When we really do that. Well, but but there are things that are related to access right cameras and other security types of products. And so so you'll see some some more of that from us in the UK. We actually have a full blown security system. Right. Just just competes with AT's and the likes. It's a it's a yield branded, you know security system. That's very very popular in the UK. Maybe we wouldn't do that in the US because there's plenty of great security systems. In fact, we partner with with most of them. So, you know, it's a country by country decision really actually my country. Now, that's just like what's happening to market. What's happening culturally? Yeah. What's happening culturally, and what is the need there? So about a fresh Irish about the an and then lock your latest one and the one complain I always had was like this cloud platforms like a little slow. It's a little like hazy sometime but for. Oh for remote control when you're when you're away from home. Yeah. Open it then you got bought and then like three months was like everything got a lot faster was that just like you were able to just like write a bigger check to your cloud provider. Like was that? Is that related? I've been dying to ask you this. Because I I noticed that it was like perceptibly faster about three months after acquisition. You know? I'll tell you. I I'd never I'd never shared this. I'll take Zach. What it was? It was right after we required. We made a decision to stop working on new physical products in just like the entire software team was focused on. How do we just improve our back end? And our cloud services really in the team had been asking for several years to do that. But of course, we're always racing to put out new products and new features, and this was that chance to have kind of breathing room. And and frankly, grow up a little bit right from being a startup to being a salvage company and have everything be be revamped on the back end. And so if you noticed absolutely noticed everything here got a lot faster. And I always wondered like do they just write a bigger check to? Like when we got here you go. Put us on the faster band with plan like stop throttling. So we've talked to a lot of founders we've talked to a lot of hardware startups. That's this is rocky terrain is this kind of the path you want people to take the recommend people take is there a path for August. Like as a standalone company, especially now. Like, I'm looking around and see us now in everything is interoperability everything is about leverage against major platform players. Can you do it without the scale with a big company like an boy, I don't want to discourage the hardware startup founders out there? But the data shows that it's it's pretty hard. Right. There's there's very very few work, compass, if you will that we've seen that have been able to stay standalone, you know, Roku so far, and so no so far and go pro sure some great examples that have been able to do it. But the list is really small, and I think you said it, well, it's tremendous amount of resources required. Right. You have very heavy manufacturing expenses, you have big distribution expenses, and and scaling right? So so, you know with software and services. You can skill very quickly at very nice margins hardware, as you know, has limited margins, and it doesn't scale nearly as fast, which means it's far more capital intensive and sure it can be done..