[HN Gopher] Ray Ozzie's latest venture is a cheap IoT board with... ___________________________________________________________________ Ray Ozzie's latest venture is a cheap IoT board with flat rate connectivity Author : matthewsinclair Score : 176 points Date : 2021-08-03 16:17 UTC (6 hours ago) (HTM) web link (blues.io) (TXT) w3m dump (blues.io) | [deleted] | rektide wrote: | Related question, do any mobile (virtual/non-virtual) carriers | other than Google allow for additional sim cards to be added to | an account without monthly fee? | | Rather than IoT devices each coming with their own cellular | service, it'd be lovely if users could attach cellular devices to | their own plans. Alas, the pricing model for most carriers makes | this sadly unrealistic. | yesimahuman wrote: | I was given one of these by their dev rel folks and I'm really | impressed by it. Easy to use, and the interactive tutorial they | have that uses the Web Serial API is really great. I haven't | quite put it to production use so can't speak to that, but | they've really nailed the developer experience. | rozzie wrote: | Honestly, our thanks to Google's WebSerial folks who helped us | to deliver the experience. It's quite wonderful. | | http://dev.blues.io | Reventlov wrote: | So what network is it using ? What frequency ? What range ? What | is the maximum size for messages ? Where is the coverage map ? Is | it LoRa ? Sigfox ? It says cellular, so, LTE ? Something else ? | Anyone has data on this ? | ourcat wrote: | https://dev.blues.io/hardware/notecard-datasheet/note-wbex-5... | rozzie wrote: | Just so there's no confusion, you linked to the "NOTE-WBEX" | which is europe-only. If you're interested in countries | covered, it's best to look at "NOTE-NBGL": | https://dev.blues.io/hardware/notecard-datasheet/note- | nbgl-5... | brk wrote: | Is this certified on any carrier networks? Is it intended to be a | component of a final solution, or is it more of a reference | design? | | This looks/feels like an uncertified reference design, which is | OK, but I'm trying to gauge applicability to build a product on | top of this beyond a hobbyist scenario. | rozzie wrote: | It's PTCRB-certified as an "End Product", so it doesn't require | the customer's product to be further PTCRB-certified. | | It operates in 135+ countries. | | It's an embeddable component that is to be installed in product | manufacturers' end products. It is not just a reference design. | | You can think of the "notecarriers", though, as OSS reference | designs or accelerators. They're intended to make it quick to | prototype and deploy pilots, before designing the m.2 connector | into your own design. | tudorw wrote: | Nice :) The dollar pricing on the front page made me think | this might be US only, thankfully not the case, this is a | very exciting piece of the jigsaw :) | __sy__ wrote: | This is very interesting. I'll provide a hot take since Seam (YC | S20, i.e. the company I work for) could be a target customer for | this for our on-prem multi-protocol hub. There are a number of | use-cases that need a cellular back-up connection. | | 1. The data cost of most cellular solutions out there does | eliminate a number of interesting use-cases that just don't have | the margins/unit-economics to swallow $10/mon of data cost. For | Seam, we're currently looking at Twilio and Skywire. If this is | in fact 10X cheaper, I'd want to dig into why. This may be an | unpopular & contrarian opinion, but so far my take is that | regular carrier networks are pretty good at what they do (network | ops, real-estate placement...etc)[1]. Competing with them on | pricing probably implies some important trade-offs. | | 2. The provisioning of a cellular modem is a bit of a PITA. AT | commands can vary for each modem and makes the process a bit | daunting. But if you're making a lot of units of your product | like us, it's really not that big of a deal. | | 3. The PCI connector is interesting. I think the form factor is | what makes it a non-option for Seam's Hub, mostly because it's | not something we can easily plug into an existing custom PCBA. | But starting with the hobbyist market, or low-scale production | devices [2], is probably a good idea. They can later work their | way toward modules the way most LTE modems are sort of sold | today. | | [1] If i am wrong, please let me know. I am genuinely curious to | know where areas of operation improvements could exist in the | current U.S. carrier market. | | [2] This is the market that OTA as a service folks are targeting. | It's much bigger than one would initially think. Example of | companies in this space include Esper, Balena...etc | rozzie wrote: | There are no tricks to the Notecard's pricing. The | 500MB/10-years of data is embedded within the hardware pricing, | which is $49 for North America and $59 for 135+ countries. | | What's more, it's "permanent roaming" and you don't need to | identify the end-user of the device. It can be used | anonymously. | __sy__ wrote: | Welp, first, thank you for taking the time to respond here. | My mom won't believe it when I tell her that THE Ray Ozzie | responded to my random HN comment :) | | Second, could you comment a bit on the latency/bandwidth of | your solution? I was poking around the site and couldn't find | that answer immediately available. | rozzie wrote: | Happy to comment. We've been working on this for several | years now and we're super proud of what we see people | building and deploying. | | The question is a bit general, so let me just give you some | related facts. | | - Because more than half our customers use this in a | battery-powered way (such as a tracker), the normal | operating mode (json-configured) is "normally quiescent" | (~8uA draw) with the modem powered off completely. You | program the sync period and can also kick off syncs | manually, for example if you sense an urgent condition. | | - In this "periodic mode", syncs are usually take about 15 | seconds to register, 1 or 2 seconds to sync, and then | hanguup. If you configure for TLS it sends about 4KB for | the TLS session setup, and if you don't care about on-wire | encryption you can use straight TCP at about 1KB. A half | dozen reasonably-sized JSON notes compresses to about | 250-500 bytes on the wire. | | - Many customers don't use it battery-powered - such as | embedding it inside an air handler or generator, etc. When | in this mode, you can configure (JSON) it to be connected | in a "continuous" mode. Not much downside - just a 1 packet | (40 byte TCP header + 1 byte) for a ping every 20m for | robustness. | | When in continuous mode you get "instant sync" upstream, | and get a bonus feature: If you use an HTTPS (JSON) API to | send an inbound message to the device, it syncs instantly | to the device. | | - Our packets are so tiny that nobody ever thinks about | actual modem bandwidth. However, you'll notice it when | you're using it for firmware update. (We support DFU of | modem, of our firmware, and of your own host MCU's | firmware.) | | We have 2 primary SKUs for the product: our "Narrowband" | SKUs based on BG95 which support three RATS: LTE Cat-M1 | (~375Kbps), LTE Cat-NB1 (~64Kbps), and GSM (~100Kbps). | | For $10 more you can buy our "Wideband" SKUs based on EG91 | which supports LTE Cat-1 4G/LTE, 3G, and GSM. These go up | to 10Mbps. | | Hope you find this interesting. | ohazi wrote: | It's an M.2 key E connector, not a PCI connector, but it | doesn't follow the M.2 standard -- they're just reusing a | cheaply available connector. The microcontroller they're using | doesn't support PCIe, so it's probably just power, some serial | interfaces, and maybe some boot/reset/interrupt pins. | | As such, you should have far less of an issue integrating this | onto a custom board than a real M.2 card that uses PCIe or USB. | seam wrote: | ah very interesting. Thank You for the correction! I quickly | saw what looked like pci and some GPIO options. | SV_BubbleTime wrote: | Looks like you communicate through that header over I2C, | USB, or "serial"... which I am not sure if they mean SPI or | UART/USART (or yes). | pryelluw wrote: | Suggestion for docs: | | - Please include a clear link to the dev boards from the main | menu. | | - The back button seems to be hijacked. I went from blues.io to | dev.blues.io and couldn't navigate back with the back button. | Mobile safari. | ds wrote: | In a modified configuration, this will completely eat the gps | tracker market. The pricing is insane. Normally if you want to | track something like a car, you have to get a little tracking | device (Which to be fair can be had from alibaba for ~$15) and | put a sim in it at a minimum of $10/month. | | Getting a ping every 10 minutes with location is more than ample | for most things. I suppose you could also give it a request to | turn on minute-based updates as well if need be. | rozzie wrote: | You may be interested to know that the Notecard + Notecarrier- | AA, without any host MCU, and with just a couple lines of JSON | to configure it, act as a tracker. It has on-board GNSS plus | antenna, plus an accelerometer so that it doesn't consume | energy when not in motion. (It draws about 8uA when idle.) | | Also, if you want to pair it with a $2 ESP32 configured with | ESP-AT firmware, the built-in firmware will also do WiFi | triangulation. | | Yes, we have customers using it as a simple tracker. However, | to be clear, this is not a complete "to the glass" tracking | solution. All it does is to send tracking data to your service | via HTTP JSON. If you have a system that "just wants the data", | this is a perfect solution. | ds wrote: | I know you guys likely want to focus on being the shovel vs | the gold miner, but if you were to setup a ready-to-go | tracking package, You would easily take over the entire | market. | | The amount that insurance companies pay for services to track | leased-cars, Shipping carriers wanting to track high value | items, etc.. Its a massive market- and all of them are paying | 3-5$/month per tracker. | | You should consider making a white labeled tracker 'company' | you own in house. You could charge easily, 4-5x more than you | do for the product. Its also the most obvious use case for | your product. You would kill it. | topspin wrote: | I agree with your prediction about the market value of low | cost trackers. I've been searching for a low cost way to | track things for a long time. | wly_cdgr wrote: | This looks cool, too bad Ray Ozzie is a huge piece of shit | Karsteski wrote: | Why do you say this? | wly_cdgr wrote: | Because of how he behaved wrt to the Groove staff when he | sold the company to Microsoft | baybal2 wrote: | Who is that Ozzie? | yellowfish wrote: | lotus notes, and a fill in for creepybill at microsoft for a | while | pitched wrote: | What's "creepybill"? Obviously Bill Gates but a quick search | isn't showing what's it a reference to? | yellowfish wrote: | many inappropriate relationships and sexual advances on | employees while he was at microsoft | | edit: you downvote this but cry about horrible the | treatment of women at companies like Blizzard, get real | it's the same thing except creepybill has more money and | clout | sgerenser wrote: | Presumably the recent allegations of sexual misconduct by | Bill Gates: https://www.businessinsider.com/bill-gates- | harassment-inappr... | bityard wrote: | Tangentially related: I set up a security camera based on | Raspberry Pi in an area with no wifi. It sends notifications and | pictures to my phone when any motion is detected. From T-Mobile, | the hotspot was free and the data plan is $5 a month. The data | plan only has a few hundred meg of "fast" data but unlimited | 128k/sec after that. Which is perfectly fine since the images it | sends are usually around 100k each. It's been working great for | months. | | A rare trifecta of cheap, easy, and good. (Although it did take a | weekend to build and test.) | walterbell wrote: | Thanks for the pointer, could you share a link or search term | for this plan? | myelin wrote: | I see the $5/month plan here: https://www.t-mobile.com/cell- | phone-plans/affordable-data-pl... | | Their hotspot page shows two which are free with a 5GB plan, | but I can't find a deal which makes them free with the 512MB | one though. | matttrotter wrote: | Nice!! You could spend $49 on this, and after 500 MB (~5000 | pictures?), just buy another one and replace it! | | Have any project pages? GitHub? website? etc? | ipspam wrote: | I don't fully understand this kind of thing, but it gives me a | small selfish hope..... That I can have a decade of remote car | starting from anywhere for less than the current fee for 1 year. | gffrd wrote: | There's a fee for remote car starting?? Is this an aftermarket | thing or a factory thing? | chomp wrote: | Some vehicles have cellular built-in to where you can start | your vehicle with your phone remotely. Some make it free, | others charge for it. | rozzie wrote: | You can easily develop this, and you won't pay anything except | for the Notecard. It'll work until you reach 500MB or 10 years, | whichever is sooner. (We offer the ability to upgrade beyond | 500MB.) | lallysingh wrote: | Is that 500MB total transferred over the 10 years? Or per month? | rob_lauer wrote: | 500MB over 10 years, but you can "top up" if need-be. A primary | use case would be for sensor data which can stretch 500MB a | long time, not high-bandwidth streaming video. | devmor wrote: | I feel like with the sheer amount of IoT options available, using | hardware that's vendor-locked to a cloud service is a risky move. | | Why would I choose this over existing solutions in which I can | use any MNO or MVNO I want by swapping the SIM? | mikepurvis wrote: | Depending on where/how you're deploying this, "swapping the | SIM" may be non-trivial. I could definitely see cases where it | would be desirable to have someone else take ownership of the | whole data pipeline, keeping the radio firmware up to date, | whatever. | | Though yeah, definitely you and your investors need to have | enough confidence in this venture to want to hitch your train | to it. | wmf wrote: | They claim to be 10x cheaper. | [deleted] | altantiprocrast wrote: | > hardware that's vendor-locked to a cloud service is a risky | move. | | AFAIK from an above comment by @rozzie the protocol is open and | the domain can be changed. So it should be possible for someone | to write a self hostable server | | https://dev.blues.io/reference/notecard-api/hub-requests/#hu... | https://github.com/blues/note | rozzie wrote: | I believe the greatest unrealized potential is for product | manufacturers to embed cloud connectivity without the end-user | needing to do anything to get it working. | | The Kindle Whispernet model is my ideal, where you make an up- | front decision to buy a cell-enabled product and it just works. | | The classic model of monthly charging, activation, | deactivation, etc used by the likes of the Apple Watch are not | good for IoT because then someone needs to - ensure that your | device is certified on a carrier, or get it ptcrb certified - | sign up for a carrier contract - acquire/activate the sim - pay | a monthly fee per-device (and sometimes also per-fleet) - | figure out how to not needlessly pay when devices are broken or | end-of-life - and so on. | | Of course, if you want to just use the Notecard with your own | SIM, you can. The Notecard and all the standard Notecarriers | have an external SIM slot (usually used when someone wants to | use it in a non-covered country such as China). | sumtechguy wrote: | Whispernet only 'worked' because of the pricing structure | they had with their MDN, the amount of books they were | selling with it, and trying to break into the market and | willing to eat some cost to do so. Also notice they retired | it. That means it was not working pricewise. | | To put it this way lets say the ODM makes a device for 40 | bucks and sells it to you for 50. Their cost to their | MDN/carrier is say 1 dollar per month per device. That means | at best they can float you for is 10 months before you start | costing them money. That does not involve any other services | they may have to pay for to make that connection happen | (support, VMs/machines, phone lines, datalines, buildings, | etc). But if there is an extra ARPU on each unit that time to | cost you money is much longer and in some cases never happen. | | They way they priced this it looks like they are trying to | get people into the ecosystem and are willing to eat some | cost on that. Hoping to get a few whale accounts to cover the | 'free' bits. | | > ensure that your device is certified on a carrier, or get | it ptcrb certified - sign up for a carrier contract - | acquire/activate the sim - pay a monthly fee per-device (and | sometimes also per-fleet) - figure out how to not needlessly | pay when devices are broken or end-of-life - and so on | | That is exactly what MDNs like this do. They do that carrier | abstraction for you. They do however charge for it. Each of | the big carriers also do this and have programs for it. They | have a list of pre-certified devices and 'try before you buy' | style programs. | rozzie wrote: | I was using Whispernet as an example of a great user | experience; that's all. | | There are no tricks and our prepaid/embedded pricing is | real, and we will never sell anything for a loss. We're | selling commercial IoT and our business must be | sustainable. (Free tier of Notehub is an acquisition cost | and that cost is extremely low.) | majormajor wrote: | > Whispernet only 'worked' because of the pricing structure | they had with their MDN, the amount of books they were | selling with it, and trying to break into the market and | willing to eat some cost to do so. Also notice they retired | it. That means it was not working pricewise. | | 3G Whispernet couldn't outlast the carriers getting rid of | the hardware to support those frequencies. So yes, that | means "forever" didn't work price-wise, in that Amazon | didn't feel it was worthwhile to build their own outdated- | tech cell network just to continue it, but it was still a | reasonable "for most of the life of the device" offer - | note that newer devices have 4g and still will work. | Jolter wrote: | Can someone edit the title? Ray Ozzie doesn't ring any bells and | the title of the page is "The Notecard makes cellular IoT | developer-friendly. Finally." So the current title is already | editorializing. | __sy__ wrote: | He was basically the CTO at Microsoft for a number of years and | that's just a short-snapshot into his long, successful career | :) | DiabloD3 wrote: | Ray Ozzie is well known for being the creator of Lotus Notes | and being the CTO and CSA of Microsoft for half a decade | (taking over for Bill Gates as CSA) and introduced Azure during | his time, and now the director of the board at HPE. | SubuSS wrote: | Sorry dumb question: what are the dimensions of the board? I am | not able to find this anywhere on the site. | trollied wrote: | Here: https://github.com/blues/note- | hardware/tree/master/Notecard | | The PDFs have dimensions | ourcat wrote: | With this offer of $49 for "10 years of cellular" (and 500Mb data | [1]) included, I wonder which LTE network is expected to provide | and support that connectivity for that long? | | Something like this could be a good candidate for what the Helium | Network (and similar) are intending to do. | | [1] : https://dev.blues.io/hardware/notecard-datasheet/note- | wbex-5... | bassman9000 wrote: | 500Mb across the 10years? Monthly? | kbenson wrote: | Based on prior comments from the seller, for the life. And so | nobody else has to compute it, that's: | | 5,256,000 minutes in 10 years (ignoring leap years) | | 500,000,000 bytes of data (assuming mega and not mebi) | | An average of 95 bytes a minute per device over that 10 | years, or an average of 951 bytes every 10 minutes, or more | than 5k an hour. For event messages, that seems like | something that can be worked within fairly easily, depending | on use. | rozzie wrote: | Truth in advertising: As stated in another response above, | if you want to do a real computation you need to factor-in | "session setup" overhead. If you config for TCP/IP | (unencrypted) your session overhead is about 1kb. If you | config for TLS, your session overhead is just under 4KB. | Once the session starts, data transfer is super efficient - | probably about 250-500 bytes for a half dozen or dozen | notes of typical size. Session duration is typically 1-2 | seconds. | | The other secret of most IoT platforms is that their | negotiated rates round sessions to 1KB boundaries. That's | insane for IoT. For ours there is no rounding, and the | 'practical' rounding is the 40-byte TCP/IP header. | rozzie wrote: | The Notecard auto-activates on first use. Without a recharge, | it will "just work" until the earlier of a) 10 years b) 500MB | of data used | | If you need more years or more data we can help, but in the | vast, vast majority of narrowband use cases we've found this | to be quite sufficient. | ourcat wrote: | That's what it comes loaded with. 500Mb data and 10 years | connectivity, which I assume you can top-up. | Eifoov7h11 wrote: | > cheap IoT board with flat rate connectivity | | sounds like a security nightmare | rozzie wrote: | Not so much. | | On-board STSAFE secure element with ST-issued ECC P-384 | certificate provisioned at point of chip manufacture. | | Sessions are TLS-encrypted to the Notehub: | TLS_ECDHE_ECDSA_WITH_AES_256_GCM_SHA384 | | Kind of wonderfully, all traffic flows from the carrier over a | VLAN to the AWS/Azure Notehub instances, so your devices aren't | even visible to attackers on the internet. | | And if you don't want your data in the clear on the Notehub, | there are options for you to place your server's public key in | fleet environment variables, and the data will be end-to-end | encrypted between device and your service. | CamperBob2 wrote: | Interestingly, setting aside whatever else you can say about | Lotus Notes, Ray's work was some of the earliest to prioritize | what we now recognize as good infosec practices in | client/server computing. | | He's got plenty of street cred in this area, enough to earn the | benefit of the doubt. | blacksmith_tb wrote: | Only if your attackers pay for access - just kidding, but in | this approach the board isn't connected all the time I don't | think, only when it sends a message. | smoldesu wrote: | I might have been interested if "flat rate" didn't really mean | "Tracphone subscription model". I'm sick and tired of SaaS | companies nickle-and-diming me, I'm certainly not going to add a | second cellular plan to my stack anytime soon. | Animats wrote: | The first one is always free. Here's the actual pricing.[1] | | There's a free tier limited to 5,000 events/month. The "Deploy" | tier is $5,389.20 per project/year, plus event charges, plus a | "connectivity assurance" charge. | | Still, you could get a lot done with the free tier if you didn't | overdo the traffic. Every half hour, "Soda machine #5621, no | alarms, outside temp 82F, inside temp 36F, cash $75.25, stock | level for Diet Pepsi 4, stock level for Sprite 50..." | | [1] https://blues.io/services/ | matt2000 wrote: | Is that pricing for an additional service that is optional, or | is it required to operate the card? I'm confused. | asah wrote: | same here - "Prototype" ($0/mon) looks like what most | hobbyists would use who exceed 5K/mon: | | https://blues.io/services/ | rozzie wrote: | See above. It's not required to use the Notecard, but it's | extremely easy to use and convenient. The combination of the | Notecard and the Notehub are essentially a simple JSON- | centric "data pump", with a good deal of carrier data | included. | | We've priced it so we can make an "infrastructure- | appropriate" profit on a sustainable basis; there's no | 'surprise' business model and your data and your devices are | yours, not ours. | rozzie wrote: | Yes, if you use our Notehub there is a free tier, and higher | tiers are still very reasonable. (It does cost money to run | infrastructure.) | | That said, although we don't talk much about it, the HN crowd | may be interested in knowing that this exists: | https://github.com/blues/note | | If you want to use the Notecard and you like Golang, you can | spin up your own server and switch the notecard to speak with | it via the "host" field in this JSON request: | https://dev.blues.io/reference/notecard-api/hub-requests/#hu... | oliwarner wrote: | "That's all you pay", says the website. | | That seem significantly inaccurate if the deploy cost could | be over 100x the headline "that's all you pay" figure. | EvanAnderson wrote: | I know "meta" is discouraged on HN but I absolutely love that | I can participate in a forum where Ray Ozzie replies to a | comment made by John Nagle. | kbenson wrote: | I think it's not so much that meta is discouraged as much | as knee-jerk emotional meta reactions are, because they | rarely lead to useful discussion. Complaining about | downvotes or that you think the mods are being unfair are | ultimately selfish actions most the time that drag the rest | of the discussion down. At the same time, people sharing | some of their favorite "HN discussion brought amazing | person to the fore that shared" moments and links to them | has allowed me and others to revisit and share in those | moments and learn some of those amazing things shared even | though we weren't part of that discussion. | ourcat wrote: | I see there's a board for an ESP-32 Huzzah Feather devkit, | which can run a web server too. Interesting. | | Also interesting is no need for 'KYC'. | samstave wrote: | So.... if you were to connect this free board to something, | such that it provided GPS coords in each message (whats max | msg length? It would seem that you can do ~6 messages per | hour, every hour, for the month - for free? | | Is this correct? | | So I can make a GPS child tracker for my kids backpacks - and | it would just cost the $50 -- EDIT, ah for 10 years. | | This is wonderful. | | We attempted to negotiate this in 2007 after leaving | Lockheeds RFID division, and nobody would touch it :-( for | our sensors. | chris1993 wrote: | Why is it desirable to track the kids backpacks? Are they | so very untidy that they often get lost? | samstave wrote: | Backpacks are a mechanism for transporting your | belongings in a convenient bag fashioned with straps such | that you may wear it, carry your belongings AND have your | hands free. | | They would typically be worn by the child, and thus a | good indicator of where your snowflake is. | | But I want to use this to put on BIKES! | rlonn wrote: | I've also thought about building a GPS child tracker, as I | haven't found any reasonable/good existing options out | there. Tell me if you need any assistance. I am a semi- | incompetent full stack developer with IoT experience, | reachable at hello at pushdata. io | jsilence wrote: | Would also be interested. | rozzie wrote: | Yep, your scenario works and it's completely possible and | plausible. | | Messages are extremely small and efficient OTA (highly | optimized and compressed). | | The API is JSON and messages are your own unconstrained | JSON object, but they're transmitted as compressed binary. | (You can also have a binary payload 'attachment' to a JSON | message if you so choose.) | | Although everything works fine if the messages are | individually in the KB's, that's not the design center | because of how we manage memory on our (STM32L4R5) MCU. | | Things work most efficiently when the app uses lots of | small messages. We buffer them in flash, and power-on the | modem at user-settable intervals (or conditions) for | upload. | sambe wrote: | I don't get how the front page could be so clearly misleading | and not expect to get found out. It's all about nothing hidden | and "that's all you pay" until you click pricing and then there | are many different charges and models. | jxf wrote: | This doesn't look misleading to me. 5,000 events per month is | very reasonable for a hobbyist project and the Prototype free | tier is pretty generous as things go. | topspin wrote: | One message every 8.something minutes. Very useful for an | 'asset' tracker. ___________________________________________________________________ (page generated 2021-08-03 23:00 UTC)