I also think the market is pretty saturated if not about to taper. Amazon and Google have been all over this market for years and there's just no big value prop. 99% of the use is just as a smart speaker. I'd bet very few do home automation. Some are doing a bit of voice commerce if they're bought into the Amazon ecosystem. Apple doesn't offer much beyond cool product design. If someone was going to bust open this space it would be Spotify.