[__sy__]

That's a pretty accurate take.

Amazon/Azure's IoT solutions are intended for device manufacturers who need to move data back-and-forth between devices and cloud infra. We don't play at all in this space, but a friend of ours, Jonathan Berry, has a company doing exactly that (https://golioth.io/). Many hardware manufacturers need help/tools to connect their devices and some very interesting companies will be built in that part of the stack.

Tuya is trickier to explain. It's... a lot of different things, really. It can be just a firmware + cloud if that's what you want (see countless devices on Alibaba with Tuya built-in). It can also be an entire white-labeled device that you can brand to whatever you'd like. They'll even give you a mobile app to go with it.

Seam is much higher up the stack for now. We mostly focus on device cloud integrations and occasionally a few on-prem systems.