For eight years, a war has been raging among a number of unlikely players. This bloodless technology battle is turning out to be one of the fiercest and most expensive we’ve seen in decades. The prize is one of the most sought-after commodities in the world: access to tens of millions of homes. It all starts with a 100-year-old invention: speakers.
Despite all the analyst reports, market speculation, and journalists poring over the Sonos S-1 filing, I always find more truth about a company’s future buried in the plastic and the electronics that make up the products themselves. Hidden in plain sight is the roadmap for how this battle for consumers’ homes is likely to play out.
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