>> 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.