Andrew MurphyInnovate Like Apple, With Baby StepsWhen Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…5-Minute Read Apple, Augmented Reality , Philosophy
Gene Munster, Will ThompsonApple’s Latest Reinvention: Apple as a ServiceApple’s recent decision to end unit reporting is evidence of Apple’s latest reinvention — into a services business. It will take time, but this change lays the groundwork for future AAPL multiple expansion. Six months ago we introduced our view…4-Minute Read Apple
Gene Munster, Will ThompsonThe Foundational Apple Wearables ModelFor the first time, we’re publishing our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 22 unique comments since…5-Minute Read Apple
Gene Munster$1,000,000,000,000 and BeyondToday Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…4-Minute Read Apple, Artificial Intelligence , Augmented Reality , Autonomous Vehicles
Loup VenturesTesla is the Next AppleThis note was originally published on Business Insider.8-Minute Read Apple, Artificial Intelligence , Audio , Loup Ventures Podcast , Robotics , Tesla
Gene MunsterWhy the Oculus Quest Marks a New Era for VRThe Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…6-Minute Read Feedback Loup, Meta , Virtual Reality
Doug ClintonMental Models for Growth InvestingGrowth investing is about identifying companies building transformational products early in a massive growth curve. Anything that doesn’t fit this definition is some form of value investing. It doesn’t matter if the investment is public or private, tech or non-tech.…21-Minute Read Startup, Technology , Venture Capital
Gene MunsterZillow Wouldn’t Kill the Golden GooseWhere do I start? An easy place is that I was wrong. I believed that, long term, Zillow’s outsized brand in the US residential real estate market would be a competitive advantage in winning iBuying customers. My thinking continued that…4-Minute Read Opendoor, Zillow
Gene MunsterApple’s Thundering Baby Steps Into ARLoup Ventures and Tim Cook share at least one thing in common. We both agree that AR will transform how humans interact with each other, removing the clumsy touchscreen, replacing the smartphone, and most importantly, expanding the utility of computing.…6-Minute Read Apple, Augmented Reality , Google
Gene MunsterThe Future of PodcastsThe term podcasting, a combination of the word ‘iPod’ and ‘broadcasting’, is generally attributed to Ben Hammersley in an article written for the Guardian in 2004. Fun fact: in 2005, the New Oxford American Dictionary chose “Podcast” as the word of…5-Minute Read Audio, Future