Google's new speaker and your smart home questions

24 Jun 2026 · 35 min · 12 chapters

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In short

The VergeCast answers smart home questions, focusing on Google’s new $99 Google Home speaker, “Gemini for Home” (LLM-based assistant control), Matter interoperability, and whether smart thermostats/appliances should be “AI-ified.” They also discuss what to expect from long-lived smart devices and why IKEA could benefit most from Matter.

Guests

Jen Tohy (Jen Tuohy), The Verge staffer who tests smart home gear and discusses Matter with industry engineers.

Key claims

Google spent nine months re-architecting Google Home for Gemini for Home and local control; LLM assistants improve conversation but still struggle with basic “turn on lights” reliability; Matter should let devices keep working locally even after platform support ends; AI features should be optional and controllable locally.

Notable examples

Pairing the new speaker with Google Home streamer/Fire TV; Ecobee thermostat’s existing machine-learning optimization; Apple “adaptive temperature” via Apple Home; IKEA’s “$4 button” as a Matter test case; Philips Hue CTO says Matter reduces “whack-a-mole” troubleshooting across platforms.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

Tap a time to open that second in VO

The Verge News Update

0:45 to 3:02

Discussion of recent tech news including OpenAI, Grand Theft Auto 6, and Amazon Prime Day.

“OpenAI just revealed its first AI chip, which is for some reason called Jalapeno.”

Exploring the New Google Home Speaker

3:43 to 8:06

Discussion with Jen Tuohy about the new Google Home speaker, its design, and functionality.

“Joining me now, The Verge is Jen Toohey.”

AI and Smart Home Integration Challenges

8:06 to 14:00

Analysis of AI integration with smart home systems and challenges faced by current devices.

“You can't argue this is an AI device as much as it is a smart home device.”

AI and Smart Home Integration

14:00 to 16:50

Discusses the evolving role of AI in smart home devices and their functionalities.

“And this is also something I think we'll see coming more to Apple when they launch, if they launch their new Siri in the home, is being able to query your speaker and sort of say, when did you see the UPS guy?”

AI and Smart Home Integration

16:59 to 18:38

Discusses the evolving role of AI in smart home devices and their functionalities.

“you can use the app to easily manage all your policies in one place.”

The Future of Smart Thermostats

18:40 to 28:04

Explores consumer expectations and technological advancements in thermostats.

“Feel like you're being told to wave a magic AI wand and everything will just get better?”

The Impact of Matter on Smart Home Ecosystems

28:04 to 29:08

Explore how the Matter standard can benefit companies like IKEA in the smart home market.

“And they need to be the one Dragon's want because they sell the cheap stuff that everyone's buying.”

Philips Hue and the Benefits of Connectivity

29:08 to 30:25

Learn how Philips Hue can leverage Matter to enhance their product offerings.

“because its core promise is basic interoperability for both the manufacturer and the user.”

Challenges and Opportunities in Smart Home Adoption

30:25 to 31:39

Discuss the market's slow adoption of Matter and its implications for smart appliances.

“And this is where Matter is great for the user, is that we're seeing less expensive products come into the market because these companies haven't had to invest a ridiculous amount of time and money working with everyone.”

The Semiconductor Advantage in the Matter Ecosystem

31:39 to 32:56

Understand the role of semiconductor manufacturers in the Matter rollout.

“but it's not just about the fact that it's connected.”
Show all 12 chapters

IKEA's Role in Proving Smart Home Viability

32:56 to 34:25

Examine IKEA's potential to lead the way in smart home innovation with Matter.

“It's great for the consumer, but not for a while.”

Platforms Cooperating for Smart Home Success

34:25 to 35:46

Learn about the collaboration among major platforms to support Matter's success.

“And honestly, I don't think that's happened.”
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Transcript

Automatic transcript. May contain errors.

0:02Hello and welcome to the VergeCast, the flagship podcast of ultra-wideband door locks. I'm your friend David Pierce and today on the show we are answering your questions about the smart home. We get a lot of questions about the smart home. I would say that is the single most popular thing on the VergeCast hotline, 866-VERGE11 or send us an email at vergecasttotheverge.com. So every once in a while Jen Tuohy comes on the show and just answers as many of your questions as we can. We also have the new Google Home speaker in-house. We've been testing this new smart home device from Google, and we both have some thoughts about what this thing actually is.

0:36We're going to get to all of that in just a second. But first, here's everything else happening on The Verge today. This is 90 Seconds on The Verge for Wednesday, June 24th, 2026. OpenAI just revealed its first AI chip, which is for some reason called Jalapeno. I don't know. It's specifically an inference chip, which means it's not for training huge models, but for interacting with them. OpenAI has been working with Broadcom on these chips, and if they're good, they're actually a huge deal. NVIDIA became the world's most valuable company in large part by having the best AI chips around, and everyone else would love to control their own destiny a little more and stop needing NVIDIA so badly.

1:11Plus, OpenAI desperately needs to figure out a way to make AI usage cheaper and more energy efficient, all of which it says Jalapeno will do. We'll see about all that when it launches later this year. Meanwhile, big day for price reveals. We finally know what Grand Theft Auto 6 will cost when it finally, actually, apparently, for real, seriously launches this November. It's going to be$80 for the standard version, which is unfortunately increasingly the price of high-end games, or$100 for the Ultimate version. Pre-orders start tonight, and you get some cool added gear, and you might even get the game early if you pre-order.

1:40But you know what you apparently can't get at all? Is a disc with the game on it. Imagine, even the quote-unquote physical version of GTA 6 is just a box with a download code in it. Does that even count as a physical version? That's up to you. I say no, it absolutely does not. Meanwhile, the Slate truck, the extremely minimalist pickup truck with no paint or speakers or power windows, finally has a price tag. It's gonna start at$24 ,950. That makes it the cheapest pickup and the cheapest EV you'll find pretty much anywhere on the market right now. People have been really interested in this thing, and I suspect the price tag is only gonna be good news.

2:12And finally, it's Amazon Prime Day, and we're tracking all the best deals everywhere, but here's my main recommendation. A lot of Apple gear is on sale right now, and you should jump on those deals. Apple CEO Tim Cook said recently that prices are about to go up, so I would buy while the buying's good. You can read more about all of this at TheVerge.com. That is 90 Seconds on The Verge for Wednesday, June 24th. When I got a new car, I thought my insurance premium would increase and empty my bank account. Like if Fetween won the lottery. I've invested most of my winnings in chicken tenders because they're bomb.

2:42But bro, I bought a house and it's sick, bro. I'm thinking the floor is gonna be all trampoline, bro. With the helipad on the roof. The contractor said it's structurally unsound. They're just being babies. But switching to Geico saved me hundreds, so my bank account is safe. It feels good to save some hard-earned cash. It feels good to Geico. Support for this show comes from Fetch Pet Insurance. Do you have a pet? Every six seconds, a pet owner in the U.S. gets hit with a vet bill of over$1 ,000. And it's almost always an unwelcome surprise. That's where Fetch Pet Insurance comes in. Fetch is the most complete pet insurance.

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3:42Let's get to some of your smart home questions. Joining me now, The Verge is Jen Toohey. Hi, Jen. Hi, David. You are somewhere on a college campus being collegiate and having lots of school spirit. I am. Oh, the school spirit. Yes, this is the South. Go Tigers! It's not, it's June, so it's not football season, but it is always football season. Always football season in the South. That is very much the case. Well, I appreciate you jumping on and doing this with us. We have a couple of smart homie questions to get to. But first, I want to talk about something that we have been asked about a lot over the last nine months because it has taken this thing nine months to ship to the world, which is the Google Home speaker.

4:23You have one waiting for you at home. I have one sitting right here next to me. It's so red. It's very red. I will say my immediate response was like when you fill out a form to get products like this from Google and they make you sort of list in order what colors you want. And I was like, how do I say I only want the red one? And under no circumstances should you send me anything else. I find this always completely fascinating, in part because like my sort of early returns on 24 hours of using it are that it's a pretty good speaker. It plays music. It sounds like a thousand times better than the Echo Mini.

4:53I have a Logitech Wonderboom, the little Bluetooth speaker that I use for everything all the time. And I think I like this better than that. Like as a little thing for playing music, it's pretty impressive. But I find myself wondering the same thing you and I have been asked many times, which is why on earth should I trust Google to be my smart home platform of the future? This is the first Google Home speaker in six years. Google has seemed at various times to care deeply about doing the smart home and smart speakers and then at times to completely forget that it does any of these things. So give me a sense.

5:28This thing is$99. It's red. It's cool. I like it. it seems almost sort of irresponsible to tell people to buy it because of Google's commitment to this thing. How should I feel about this? So this is kind of the story for all the major platforms, honestly. And we've had Anish Katakaran on the Vergecast. We talked with him and he's the head of Google Home and he gave an impassioned defense of Google and the smart home. And I just spent a few days at a conference around Matter where all of the engineers and people that make the smart home for these big platforms were there. And they are all fully in on the smart home and matter.

6:07But the question is, are there bosses? Like, how much further is this going to go? And, you know, I do think this time around, and I'm going to get a lot of hate for this, I feel like Google really is putting in the effort here. I think the fact they spent nine months to ship this speaker after announcing it, and I asked this question, why nine months? Because we were making sure it really worked well with Gemini for Home. They've spent an awful lot of time re-architecting the foundation of Google Home. And this is one of the reasons why I think so many people have struggled with Google Home in the past.

6:53is it was basically the original smart speakers were like Chromecast software. It wasn't designed to be a smart home device. Apple's HomePod, Amazon's Echo's, you know, those were designed in many ways for the smart home. Google's really weren't. And I think this speaker is the beginning of the hardware specifically designed for the smart home. So I'm excited to see where Google goes next. And I also, I don't dislike the restraint. I don't, I'm not a huge fan of how many echoes there are out there. I agree with that. And sort of the need, feel like, do I need to upgrade to get a better experience?

7:34You know, but Google Home's current devices are very long in the tooth. And in fact, have now officially been discontinued. So at least the Nest Mini has no longer available. They're definitely shifting away from the Nest name. I know. So, you know, I think this is their last chance. Get it right now, Google. But from what I've seen and talking to people in the industry and Google, people at Google, like there is a lot of momentum for them behind this because it's a place for Gemini. And the whole company is Gemini now. That's fair. You can't argue this is an AI device as much as it is a smart home device.

8:14Exactly. And in that sense, I have a lot of faith in Google's ability to care deeply about this thing for a very long time. Yeah. To that end, actually. Well, one thing on the hardware before. I want to talk about Gemini for home for just a minute because I don't fully understand what it is. And I'm hoping you can explain it to me. But on the hardware front, I have realized in testing this thing that everybody has experimented with lots of different kinds of hardware, right? There was a time where people were doing sort of big, high-end, like professional-level smart speakers. We've seen the big, tall ones.

8:44We've seen lots of different shapes and sizes of all of these things. It does feel like this, and I'm holding up the Echo Mini and the Google Home Speaker, is the correct answer. Like, I think what we've discovered is most people don't want these to be like gigantic home theater systems. They just want them to be relatively small, sound relatively good, and like sit on a table in your living room somewhere. Like, if you're going to pick an answer, this feels like the right answer to me. The right size. Do you agree with that? That's the Echo Dot, just to clarify. You're right. Sorry, it's the Echo Dot.

9:14The Nest Mini was the little Nest. Yeah. Yeah, the Echo, I do. I think if you're a high-end, if you want high-end audio, you're not buying smart home speakers. You know, you're going with the Sonos or the Denon or something even more expensive. But the way that these smart speakers work, and this is one of the things that the new Google Home speaker does, is, you know, you can pair them with your Google Home streamer or your Fire TV. So there is an element of added sound benefit that you're getting from these speakers. But generally, yeah, you're just using them primarily for that voice interface, like setting the timers, asking for the weather or whatever Gemini or Alexa Plus can do for you.

9:57And I think one of the arguments that Google said why they created this shape was because people didn't like how big the Nest Audio was. It was hard to fit in spaces. And I actually had that issue, too, with the Nest Audio. So I can see that argument. And I also think the smaller ones, the really small ones, like the Echo Dot before this and the Nest Minis were too small, too tinny. People have gotten used to decent sound now. We've found that spot and I don't think we're going to move from it for a while. Yeah, I tend to agree. And I think in terms of like, can we get the sound to good enough?

10:32The home speaker, I think, easily clears that bar, which I find actually pretty exciting. Like as a sort of simple, like right now I have a Sonos speaker in our playroom that we just like use to play toddler music all day. I would absolutely swap this thing into that spot and be very happy with the sound quality, which I think is kind of all it needs to be. Yeah. And I've heard it's not as good technically a speaker as the audio, the Nest audio. But I think you're right. The difference is probably legible for the type of device this is and what you're likely to use it for. Yeah, totally. Real quick on Gemini for home.

11:07I think Google has made a lot of noise about this big AI upgrade for smart home stuff. The replacing Google Assistant with Gemini, everything is LLM powered. We've also watched Amazon do this same thing, I would say, to not always great effect. Like, yes, it's great that you can talk more naturally to these things. Yes, it's good that you can have sort of longer, more complicated conversations. On the other hand, it actually seems in many cases running these things through this more complicated AI technology makes it harder to just say turn on the lights and assume that the lights will turn on.

11:42You and I both have a lot of Gemini for Home testing to do. But I'm curious what you've seen sort of in this space in general with Alexa Plus and Gemini for Home and all of this stuff. Like, is the AI smart home control actually getting to the point where it can work? No, not yet. That's what I was afraid of. So this has been my biggest sort of frustration with the new LLM-powered smart home assistants or smart assistants. because I feel like, to our point earlier, that this is Alexa Plus and Gemini is what the broader companies want. And they're focused on the larger use cases, the more personalized assistant use cases, you know, being the new Siri, being part of your whole life, not just your home.

12:30And in my experience, that feels that the home side has been slightly, it's less priority for the home side, more priority for ordering an Uber or buying, getting me a handyman or telling me, you know, giving me a whole exposition on the state of the World Cup, you know, like giving that experience, which is, there's valuable experiences in there. But the core basic, I'm just going to be able to use my smart home better is still wonky. I can see that it's getting a little better. I mean, some of the best experiences I've had of being able to set up routines with voice, which you can do with Alexa Plus, and being able to do multiple commands to control your devices, which you can do with both home assistants.

13:15But yeah, right now I feel like the focus for most of these companies is making the Gemini or the Alexa Plus better at the larger picture. They're not smart home specialists anymore, which is what Google Assistant and the original Alexa really were. I don't think that means they never will be. I just feel like that part has been a slower boil. Some things I'm excited about with Google Home is that they have added a lot more local control to the devices. It's still just specific device types, so lights and plugs. That shift towards local, which is also powered by the Matter support both platforms offer, that's going to present a much better smart home experience for your basic use cases.

13:57The big picture for both of these platforms is also the AI with the camera and the home security. And this is also something I think we'll see coming more to Apple when they launch, if they launch their new Siri in the home, is being able to query your speaker and sort of say, when did you see the UPS guy? Those types of experiences, I think, are going to be the primary focus for the smart home, more so than just making sure your lights turn on fast. Yeah, it's an interesting piece of it because I think you're right that we are getting more complicated, more interesting possibilities out of the LLM-powered stuff while running the risk of losing all of the stuff that you actually need to do all day.

14:41Yeah, yeah. Yeah. It's going to be interesting. And I think the idea of these things being primarily AI speakers with a sort of side of smart home is probably right. And I don't know if that's what I would like these things to be, but it does feel like if you sort of look at it as every company ships its org chart, like there's more AI in here than there is smart home. Very much so. For better and for worse. Yeah. Yeah. And it's nice that Google are bringing along their smart home. I mean, I felt like, you know, given their history, we could have totally expected to see them just be like, okay, we're going to just cut that off at the legs and start fresh.

15:19But they've put a lot of effort into bringing old devices and or, you know, bringing the whole ecosystem of how you used Google Assistant before into Gemini for Home. It's been a bumpy ride, though. I mean, I think it means that people that are using for Gemini for Home today, who have previously used Google Assistant are still finding things that they can't do. But talking to the Google Home folks, they are constantly trying to add these old features back into the new system. And hopefully they will work better once they're here. Here's hoping. And I just want you to know, and I want everyone to know who's at home listening and watching that I haven't rolled my eyes any of the times Jen has said matter so far.

16:00I just want everyone to know that.

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19:17Well, we have lots more Google Home Speaker stuff to do. You have some testing to do. I have some testing to do. We may come back to this thing at some point in the near future because it's red and it's cool looking and I like it. But for now, let's get to some of our other questions. All right, Jen, I have two questions for you. The first one is from Patrick. And it is a question that has made me feel a surprising amount of feelings. So Patrick says, I own an Ecobee smart thermostat and I've owned it for a while now. At the time, I think it was one of the few HomeKit enabled brands, or at least it was highly recommended for some of the Apple ecosystem.

19:49I think it's one of those gadgets that are reliable so we don't get new ones every year, but also dot dot dot. This thing hasn't changed at all since I bought it years ago. No new features or innovation, not even AI. Nobody has tried selling me an AI enabled smart thermostat yet. Not complaining, just surprise. Even my dishwasher's default cycle is AI wash. Do you see why this made me feel feelings? This is I am so with Patrick on this emotional roller coaster. Yeah. But I guess there are sort of two parts of this that I'm curious for your thoughts about. One is, are we due for the AI-ification of every single product that, A, these companies want to sell you, and B, they want to update that are already in your house?

20:31Well, yes. Again, at this conference I was just at, Unify, which is the conference from Connectivity Standards Alliance, the people behind MATA, the originator of the term Internet of Things was talking, and he was railing against smart appliances. He's like, we do not need smart appliances. We do not need a smart fridge. We do not need a smart dishwasher. He was saying we need to put AI into creating much more valuable experiences because he doesn't see any value in the current experiences. But when it comes to thermostats, I think the specific argument here is actually these were already using a form of AI.

21:16True. All the way back to the Nest. It is like fundamentally AI technology. Exactly. It was one of the earliest machine learning devices we put in our homes. And the ECOB also not quite as learning as the Nest, but it used machine learning to kind of optimize your comfort and energy savings was kind of their line. because it was observing your behavior, detecting patterns. You know, it was using something that your bog standard thermostat did not. And I think that's probably why you feel like you haven't seen people touting AI as a feature here because the core use case of the type of intelligence we're talking about for bringing into the home is to sort of manage it automatically for you without you having to input.

22:01And that's really what the sort of selling point of these thermostats has been for the decade that they've been around. They were ahead of the game, to be fair. They have had a lot of under-the-hood kind of upgrades and improvements, but the newer models have added a lot more whiz-bang features. And that's what I think we're starting to see in the smart home is bringing in more use cases for your devices and also connecting into the rest of your home. And the AI-powered element, I think, we'll start to see more of. Like we mentioned with the speakers, there's this sort of push from the platforms to, you know, integrate their Demi and their Alexa Plus into these devices more so that you can do more with them in your home.

22:45Or ultimately, have your home do more for you without you having to do any input. Because that was one of the arguments against these devices, the Nest and the Ecobee early on, is they would just go off and do their own thing. And you're like, no, I don't want to be that cold. For better and for worse. Yeah. Yeah. So I think it's an interesting space to watch. I mean, there's a lot of new smart thermostats that have come out recently that have one interesting area is Apple's new adaptive temperature feature, which basically takes what both the Nest and the Ecobee made their name on, that automatically adapting to your habits and use, and makes it available to any thermostat that works with Apple Home.

23:27So you have to adopt their API, their adaptive temperature system, but they can do everything like switch modes, detect occupancy, determine when you're coming and going, which is what these other thermostats all did. So we're sort of seeing a democratization, I suppose, of these smart features because both the Nest and the Ecobee are expensive. You can now buy a smart thermostat for, you know,$100,$150. And I think we'll start to see only a couple work with Apple right now, the adaptive features. But I think we'll start to see more of those, especially with because it's all through Matter. So we're starting to see, again, to get less expensive to get these smarter features.

24:13And I like his point that we don't upgrade our thermostats very often. So this is the other thing I was going to ask you about, which is, I think, what is a reasonable set of expectations to have for something like a smart thermostat that I plug into my wall? And ideally, I would like to have it there until I die, right? Like, I don't know. No one has ever been excited about upgrading their thermostat. It's a thing you do when you have to do it. And so I think I get excited. You do. This is why this is why you're here, Jen. This is why we love you. But I think on the one hand, one of the cool things about having these things be more technologically advanced is that they can get new features.

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24:53On the other hand, what if I hate those features? Yeah. And I think especially now people are reckoning with this with AI in a very real way of like, actually, I don't want you to stick your weird AI nonsense into my thermostat. Yeah. But I'm sort of captive because literally the thing is in my wall. Yeah. How do you think through that trade-off right now? So this is a sort of concern people have had about appliances in general, not just around smart. Just as they get more technologically advanced, they last less time. Like people talk about their grandmother's washing machine that goes for 20 years, whereas now most of them, you're lucky if you get your washing machine to last like a decade.

25:33And the trade-off, though, is that these washing machines can do so much more than your grandma's, in theory, depending on what you're looking for from your washing machine. Mostly just clothes washing, ideally. Use less water, use less energy, being able to schedule them, being able to program. I can program a dog bed mode into my washing machine. There are benefits. So that's the trade-off. I think for a device like a thermostat, the only real reason to, I mean, Nest has told us with theirs, 10 years is basically what you can expect, right? Because they end of life their original Nest thermostat.

26:09I think it was almost 13 years. Although you can still use it. And this is a key part for any, we've talked about this before, but it's worth repeating. any smart appliance you buy in your home, you want to make sure that the basic functions will continue even once you have disconnected it from the internet. Because you need to disconnect it from the internet once it gets to the point where it's not getting software updates, so it doesn't become part of a giant DDoS attack. So you definitely, but as long as those devices can still work the way they were intended to as a basic function, which the Nests can, even though Nest is now discontinued sport, there is, you know, that's the trade-off.

26:47Look for that. And And then local control. To your main point about the AI, if you don't want some of these features that either your thermostat company or your smart home platform is pushing on you, or eventually maybe your energy platform, if you don't want those features, you need to look for a device that you're going to still be able to control locally. And this is where Matter comes in because it will allow, once a platform takes away support, the device should still be able to work on your local network. So it's hard to know for sure, though, until we actually see this happen. This is all somewhat theoretical.

27:22But yeah, that's what I would definitely advise. A device that can work locally, can also run locally if you still want some of the smart features. And then you can kind of take or leave, hopefully, if people are pushing AI features at you. Yeah, that makes sense. All right, last question, which I'm including partly because it's a good question and partly because this is just a thing you and I can't stop talking about. Let me just play this question for you. Hello, this is Rhys again. I'm at the one hour, 20 minute mark of the Verge cast on Friday, June 19th. And I found myself yelling at the screen because the sleeping giant in Smart Home is IKEA.

28:04They have the most to gain from Matter. And they need to be the one Dragon's want because they sell the cheap stuff that everyone's buying. but their smart home ecosystem in terms of their hub is awful and so they need all of their stuff to work properly with google x etc and aren't going to put the engineering resources into making that happen the way hugh has he was early enough to where everything had to support it to be considered a smart home but ikea is coming in and is is easily the giant in the smart home spaces looming over it. And I think that they have the most to gain from matter. All right.

28:46Thank you. Reese gets it, Jen. I was there with you, Reese. I was shouting at them at the same time. Maybe not about IKEA specifically, but yes. So again, just spent a whole week talking to companies about the value of matter in the smart home. And I agree with you. Companies like IKEA are the ones that are going to benefit from Matter because its core promise is basic interoperability for both the manufacturer and the user. So a company like IKEA that makes furniture doesn't have to worry about developing separate routes to work with Apple and work with Alexa and spending the engineering resources on that.

29:30They can just use one platform or one standard Matter and it should work with everyone. And I think that's really the value proposition of Mata for manufacturers in general. One thing I've been surprised about, though, is we haven't seen more companies taking up this opportunity. Because right now, most Mata products come from the companies that were already in the space. And the point about Philips Hue that you made, David, is that they already worked with all these platforms. So what's the benefit now of switching to Mata for them? And I actually spoke with the CTO of Hue at this event. And for them, the real benefit here is that they can now build more experiences on top of that connectivity layer and not have to spend all their time troubleshooting whack-a-mole with five different platforms.

30:24So it kind of helps them stay relevant in the smart home space as these mid-tier value brands like IKEA and Icarus start coming in and potentially eating their lunch. which is what we're starting to see. And this is where Matter is great for the user, is that we're seeing less expensive products come into the market because these companies haven't had to invest a ridiculous amount of time and money working with everyone. What I'd like to see is more non-smart home companies, more Ikeas coming in and making interesting products that work in our smart homes that they don't have to sort of deal with just the connectivity.

31:05they can come up with really good and useful features for us in our homes. We're starting to see it from like some of the lock manufacturers, like Schlage and Quickset. You know, they're adopting the UWB unlocking, which is really interesting. And that would have not been possible before open standards. And this is the hands-free walking in, having your door open, with just using your phone in your pocket. Smart appliance makers, we talked about, washing machines, fridges. again, they need to come up with the value add, like, okay, we're going to connect this device, but it's not just about the fact that it's connected.

31:41It's about what it can do for you. And that's what I'm hoping to see more of. And I've been disappointed we haven't seen more of that to date. And I think that's largely to do with the rollout of matter. You know, it's taken a while. There've been some bumps in the road. And I think I think I'm really keeping a close eye on whether we're going to really see outside of the smart home adoption because that's when it reaches that kind of critical mass and you know hopefully becomes a more of a mainstream solution for people because today it's still it's still niche and I am the people that are really benefiting from matter today are actually the semiconductors makers, like NXP, Nordic, SI Labs.

32:30Well, there's the matter story we were looking for, Jen. We helped the semiconductor companies. They're the ones that are really benefited at this stage because everyone's, you know, there's tri-radio chips. Everyone's got their thread and their Wi-Fi and their Bluetooth. But in many ways, that's good for the consumer, but just not for a while. Because once these new chips are in these devices, you'll be able to use any platform you like. Like that's like ultimately going to be, I know it's the long game though. It's great for the consumer, but not for a while. Not for a while. It's the whole story of matter.

33:06Someday it's going to be so dope. Matter. Like it's great. I agree with all of that. And I also think that if Ikea can be the one to like prove the theory in a real way, it's why you and I spent a whole episode talking about the buttons, right? Just the idea of IKEA being like, hey, this thing costs$4 and it works is so powerful that it was so frustrating to see it kind of fall on its face in the way that it has. But to IKEA's credit, I think that stuff has gotten meaningfully better even since then and will continue to do so. So I'm actually very optimistic about IKEA's ability to do the thing Reese is describing and kind of drag everybody along.

33:46And they are. And in fact, I did talk to someone from one of the major ecosystems at this panel conference who was in charge of bringing everyone together to fix the IKEA problems. So they had like a emergency summit for like a week with all the major platforms. Oh, wow. And we're like, we're going to fix this. Now, that's like unprecedented, you know. For a$4 button. For a$4 button. That gives me a lot of hope for the standard because my biggest concern when it first launched was, you know, okay, we've got Samsung, Apple, Google, Amazon. Yeah, we're all working together. Kumbaya, this is going to be great.

34:24But, you know, two, three years down the line, are they all going to be like fighting at dawn with each other to like, no, get off my turf. This is my walled garden. And honestly, I don't think that's happened. I think the platforms have been somewhat slow to adopt support. That's been a frustration. But it does seem like they are still all working together. Because success for Matter should equal success for them. That's, you know, it's still a little up in the air. Their partners are people like IKEA. And they want those partners to be successful so that they will continue to support their smart home ambitions.

35:03So it's a bit of a sort of flywheel. But I feel like that concern I had early on that the sort of the alliance would crumble after a few years. So far, I haven't seen the sign of that. In fact, I've seen the opposite. They really all do seem to be working together. So that is good for the consumer. That is good. Just not for a while. I'll take it. It's hard. That's what I've been told. This is all very hard. For sure. And they continue to want the right things. So I am continually encouraged by the direction of this, if not the speed of it. And AI, I think, is actually helping in that respect, even though it's not helping necessarily on a daily basis for us.

35:50But it's keeping these platforms interested in the smart home space, where prior, as we had seen, it seemed like they were losing interest. But now they've got a real use case value prop for, and I wrote about this on The Verge, that there's a real value proposition for these companies to get AI into your home through the smart home. So whether you welcome it in or not, though, that's up to you. Very, very true. All right, Jen, thanks for being here. Good to see you. Good to see you. All right, that's it for the show. Thanks to Jen for being here. And thank you, as always, for watching and listening and sending us questions.

36:25And keep sending us more questions. Jen has just all kinds of smart home thoughts. and likes coming on the show to yell at me about how great matter is. So please keep giving her reasons to do so. Call the hotline 866-VERGE11. Send us an email at versecastatheverge.com. We absolutely love hearing from you. And as always, the best thing you can do to support everything that we're up to here is go to theverge.com slash subscribe and subscribe to The Verge. That's how you get all of our podcasts ad free, including this one. That's how you get all of our exclusive newsletters, all of our coverage of the weird things that matter, is and isn't doing, and everything else at theverge.com slash subscribe.

36:59Thank you in advance. The Verge Cast is a Verge production and part of the Vox Media Podcast Network. The show is produced by Josh Cajas, Eric Gomez, Brandon Kiefer, Travis Larchuk, and Aaron Locasio. We'll see you tomorrow. Rock and roll. We all do it. You have a night for yourself, but don't like the sound of the silence. So you turn on the TV just for the ambience. It's a little trick that helps you feel like you've got company and aren't alone. And other insurers, well, they may make you feel alone. But when you switch to Geico, you've got claims reps available around the clock. So whenever you need, you'll have people around to help.

37:32And let's turn on the washing machine, just for good measure. Wow, isn't that soothing? It feels good to have support. It feels good to Geico. Here's a finding that should stop every tech leader cold. Organizations most confident in their AI deployments have more than twice the security incident rate of those that aren't. 72 % versus 33%. That's from Teleport's 2026 Infrastructure Identity Survey of more than 200 infrastructure security leaders. Teleport establishes a unified identity layer for humans, machines, and agents that is cryptographically backed that enables agents to be controlled and contained with the same rigor that you apply to other actors in your infrastructure.

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From the publisher

Google is shipping its first smart speaker in six years, and we're starting to test it. The Verge's Jennifer Pattison Tuohy joins the show to explain why the Home Speaker matters, whether Google actually cares about the smart home, and more. Then, she helps answer a few questions from the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about the power of Ikea and the future of your thermostat.

Further reading:

The Google Home Speaker sounds good and looks great — but it’s finicky

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