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Chronicles

The story behind the story

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Ring founder Jamie Siminoff, who joined Amazon in 2018's acquisition, sells startup Honest Day's Work to smart lock maker Latch and is set to become Latch's CEO

Brian Heater / TechCrunch :

TechCrunch Brian Heater

Context & Ripple Effects

Jamie Siminoff's move comes weeks after Ring named former Meta and Microsoft executive Elizabeth Hamren as its CEO, with Siminoff staying on as chief inventor — so taking Latch's top job is a full exit from the company Amazon bought in 2018, not a step back within it. He is bringing his post-Ring startup Honest Day's Work with him into Latch.

Latch, which makes keyless lock systems for apartment buildings and went public via SPAC at a $1.56B valuation, is installing one of smart home's best-known founder-operators at the top. It competes in smart access against Level Home, whose retrofit Level Lock targets existing deadbolts rather than new multifamily installs.

First-order effects

  • Latch gains a CEO with a proven consumer smart-home track record, and Honest Day's Work's technology is absorbed into Latch's product line.
  • Amazon's Ring operates under Hamren while its founder and former CEO now runs a direct competitor in smart access.

Second-order effects

  • Latch is positioned to apply the Ring playbook — hardware paired with recurring services — to apartment buildings, pressuring Level Home's retrofit-first model on the services side.
  • Amazon and Latch, previously adjacent, now face each other in smart access with Siminoff's knowledge of Ring's operations on the other side of the table.

Third-order effects

  • SPAC-era smart-home companies are turning to proven founder-CEOs to convert hardware installs into subscription businesses, a pattern that could consolidate smart access around services scale rather than device counts.

The trend: SPAC-era smart-home hardware firms are recruiting proven founder-CEOs to pivot from device sales to recurring-revenue services.

Discussion

  • @laschoenfelder Luke Schoenfelder on x
    Jamie is a true pioneer, having founded and led Ring all the way through their acquisition by Amazon. Thrilled for him to step into the CEO role at Latch to lead this next phase. I think it will be the most exciting yet. Onwards! https://techcrunch.com/...