The Israeli electronics maker turned wind noise into a product category, sold millions of intercoms, and built a mesh network riders organize their purchases around. Its next wager is bigger: owning the connected helmet, not merely the gadget clipped to it.
The Shenzhen hardware company turned waterproof phones into a global catalog of thermal cameras, giant batteries and pocket projectors. The clever part is the feature stack; the unresolved part is what happens after the hardware ships.