this post was submitted on 20 Apr 2024
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They have the 'Nabu Casa' entity, which I thought was doing well. Last I heard, all their subscriptions were doing well, as were the dedicated devices they sell. Don't see them doing anything but accelerating growth as interest in this space, availability of useful devices grows.
Their biggest risk right now is doing something to lose the trust of the community. Most users have zero money actually invested in home assistant, as opposed to something like Alexa and Google home. That makes it a lot easier to jump ship to an alternative. I think that's a big part of why they've started the foundation.