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Apple
Gene Munster
Feedback Loup: College Panel
We recently hosted a panel of 8 college students from the University of Minnesota. The goal was to better understand how millennials think about social media, communications, video, VR, AR, the selfie generation, the future of work, and privacy. Here’s a…
8-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Feedback Loup
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Google
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Meta
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Netflix
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Robotics
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Snapchat
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Virtual Reality
Gene Munster
Jump Ball for the OS of the Future
As we watched the run up in SNAP shares since its IPO last week, we wondered how much of the move was based on potential revenue growth of more than 2x in 2017 or investors buying in to Snap’s long…
11-Minute Read
Amazon
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Apple
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Augmented Reality
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Google
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Meta
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Snapchat
Gene Munster
Apple Working With Tesla Is A Fairy Tale
There’s been a lot of talk about Apple buying Tesla, but what if Apple simply made a $10 billion equity investment in the company instead? It sounds so good — Apple working with Tesla. In theory, it would make our…
5-Minute Read
Apple
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Artificial Intelligence
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Google
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Robotics
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Tesla
Andrew Murphy
When Will Apple Win Its First Oscar?
We think Apple will win an Oscar in the next five years. That’s how long it will take for Apple to scale its original content spend from less than $200m today to $5-7b. The reason why expect $5-7b in Apple original content…
4-Minute Read
Amazon
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Apple
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Netflix
Gene Munster
Apple’s Thundering Baby Steps Into AR
Loup 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
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Augmented Reality
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Google
Doug Clinton
An Open Letter To Snap Ahead Of Its IPO
Dear Snap, Inc., Congratulations on your S-1 filing this past week. It’s a great accomplishment as a company and great for the tech industry. During our 35+ collective years as stock analysts, we’ve helped a lot of companies go public.…
5-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Meta
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Snapchat
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Virtual Reality
Gene Munster
What Apple’s Results Tell Us About The Future
As the company that helped pioneer our mobile-first world, Apple’s results from the quarter ending in Dec. 2016 tell us a lot about where the world is going. In short: we still live in a mobile-first world, but the company is…
4-Minute Read
Apple
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Augmented Reality
Gene Munster
Google Moving From Mobile-First World To AI-First
Key Message from Google’s Earnings Call: AI-First. On tonight’s Q4 earnings call, Google CEO Sundar Pichai reiterated that we are quickly moving from a mobile-first world to an AI-first one.
2-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
Andrew Murphy
Robot Fear Index: 31.5
Like many in the tech space, we believe robotics is changing the nature of work; however, public perception of robots is still a question mark. We developed our Robot Fear Index to measure and track the average consumer’s perception of robots. We…
3-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
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Robotics
Doug Clinton
The 5 Focuses: Analyzing The Top Priorities Of The Top Tech Companies
As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…
21-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Meta
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Philosophy
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Robotics
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Virtual Reality
Gene Munster
Apple Dec. Quarter Preview: Stable iPhone, Focus On iPhone X, Services
Apple reports Dec-16 quarterly results on January 31st. We continue to be positive on the Apple story, given our thoughts on iPhone X and the features we expect to advance Apple’s lead in AR-enabled devices. We expect Apple’s Dec-16 quarter/Mar-17 guide…
5-Minute Read
Apple
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Augmented Reality
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Google
Gene Munster
Our Expectations For iPhone X
Yesterday, we talked about the steps forward that Apple took with the iPhone 7 and iPhone 7 Plus. In short: we see Apple building a competitive advantage in augmented reality (AR). The dual lens camera is a precursor to greater…
3-Minute Read
Apple
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Augmented Reality
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Google
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