this post was submitted on 23 Oct 2023
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I think the idea behind Matter is the major players (Apple, Google, Samsung) want access to all the devices (and information) through their own hubs, while the smaller players (Belkin, Phillips, etc.) don't want to be excluded by not working with the hubs people expect. (I'm using "hub" loosely here to fit several things.) And consumers don't want to install 12 different apps that don't interact to control their home.
Home Assistant is probably an unintended consequence of this, and may be one of the reasons why they're dragging their feet. It's not that Matter is secure or private, but it's created the opportunity for security and privacy through local control.
I don't expect the Home Assistant segment of the market should be big enough to concern them, especially with what it provides back. Home Assistant can't disappear in ten years the way so many existing apps and critical appliance software have over the years.
You had further questions about Matter that I'm also interested in. Your Matter devices are getting an IPv6 address. Are they potentially capable of independent communication over the internet? Seems this would be impossible to hide though.