1)
Energy monitoring is already commonplace and there are many ways this data is tracked already. This is in the same regard to keeping medical history by your local doctor. The NSW government explains the types of categories available for such data to end users. Whether you need a device to show you in real time with a nice display, is a different value proposition.
https://energysaver.nsw.gov.au/sites/default/files/2019-02/Energy-metering-monitoring-guide.pdf
Where do you think OHM fits in these 3 categories?
2. "action-taking will increasingly be at the device level, not at the panel level"
What specifically do you mean by 'device level, and 'panel level' ?
Does this claim refer to more
devices to be installed in the future vs 'panels'?
This device BUD has just announced is installed into the electrical switchboard of the premises. It requires an electrician to physically come and install this which comes at cost and this impacts scalability, especially in proportion to the value proposition of the OHM.
3)
"Our view is that the world is only going to become more energy aware and over the course of time, more and more powered devices will become energy self-reporting and responsive. "
This is a vision statement that every startup company presents to investors. A vision statement is an aspirational description of what an organisation would like to achieve in the future. Hearing this statement as an investor will surely fill you with confidence and reinforce your belief "that the
combination of OHM and LIFX is potentially very powerful and a game changer"
However, there is a significant lack of detail missing when you say that a combination going to be very powerful and a game changer. This is market 101 terminology.
4) Compatibility is good however it is mandatory for any new tech product. It is like a new app that you develop is now compatible with iphones. This is not yet locked in sales.
