>> The whole ecosystem of apps/services that can potentially be created on top of these new data streams.
I haven't seen any of that yet, just hype. Of course every company wants to collect more data on consumers and is hoping IoT will enable them. None has provided a compelling reason for a "consumer" to buy an IoT device. Look at how Nest was all hype and then had a thermostat fail at its primary function when it lost the net connection. That's a huge step backward, and it's not going to get any better when the data collection remains the priority.
Consumer-facing smarthome/wearable devices like Nest are a very small vertical sliver of a much larger market. Think industrial, automotive, medical, aerospace and defense. Check out platforms like GE Predix, PTC ThingWorx, AWS IoT, Azure IoT, etc. Industrial analytics/efficiency/optimization - that's where the big money is.
I agree that consumer-facing IoT devices are a single vertical in a long list of verticals (many of which are more mature) but I really wanted to mention that IBM also has a platform in this space that was omitted from your list: Watson IoT.
(Disclaimer: I work on the MessageSight messaging engine used in Watson IoT)
I haven't seen any of that yet, just hype. Of course every company wants to collect more data on consumers and is hoping IoT will enable them. None has provided a compelling reason for a "consumer" to buy an IoT device. Look at how Nest was all hype and then had a thermostat fail at its primary function when it lost the net connection. That's a huge step backward, and it's not going to get any better when the data collection remains the priority.