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I think personally this is one of the biggest details that is being entirely overlooked. In past keynotes Apple has mentioned they are actively working with other companies on the new Project Connected Home Over IP working group[1], which according to the limited marketing material available, seems to indicate will at least partially operate over Thread.

[1]: https://www.connectedhomeip.com/

The footnote on that item is a bit disappointing:

"Not compatible with non-HomeKit Thread devices."

Lol. Adopt an open protocol built by Nest and then make it exclusive to Apple devices. Very revolutionary indeed

Pretty sure that means HomeKit certified devices, not Apple-built devices.

Honestly it is very much Nest's decision to not support Homekit.

Thread is not exactly new, July 2014[0], and it uses the same base standard as ZigBee (IEEE 802.15.4), just using 6LoWPAN which is a low power personal aera network using IPv6.

[0] https://en.wikipedia.org/wiki/Thread_(network_protocol)