Nest is all hype
Wrote a bit about Nest now that Fadell is out. The company has always moved at a glacial pace (I say this as a Nest customer), which was fine when it was a startup, but at Alphabet it's a consumer tech company that gets totally outclassed by Google.
Fadell try to build an Apple-like company where he was Steve Jobs—the person at the center of everything. With him gone, is there anything left to salvage?
We've already heard about people leaving due to the working conditions, so it doesn't sound like there's a huge base of awesome engineers there. What exactly would Google be saving?
Sales have been below expectations, too. And it seems Google has given up waiting and is making its own smart home devices now (OnHub, Google Home). I think the right move is to sell Nest.