Here’s why the Internet of things just became very interesting

By integrating a basket of public IoT semiconductor companies (highlighted by Goldman Sachs; note: Making S-E-N-S-E of the next mega-trend) with Google Trends’ data containing the phrase “IoT,” we see that an obvious inflection point does not occur until Q4’13 (see Exhibit 1 below). After six consecutive quarters of net asset outflows by growth managers, those firms have finally started to buy into the IoT theme. During the Q4’13 inflection point, Google Trends’ data traversed from a prolonged period of stagnation to rapid ascension. For the first time in two years, companies looking to explore IoT now have the wind at their backs.

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