$COMMERCIALIOT - Ray is highly optimistic about commercial IoT applications, seeing greater potential in this sector compared to consumer IoT. He believes there's significant opportunity for embedded intelligence in industrial equipment for preventative maintenance and improved customer experience.
$SATELLITETECH - Ray sees great potential in satellite technology for providing ubiquitous global connectivity, particularly in areas not covered by traditional cellular networks. He highlights companies like Skylo and AST as innovators in this space.
$SOFAROCEAN - Ray is impressed by Sofar Ocean's innovative approach to ocean sensing, using small, airdropped buoys to create the world's largest privately owned network of ocean sensors. Their technology has even motivated Ray's company to develop satellite capabilities.