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Gene Munster
Amazon Alexa vs. Google Assistant: A Developer’s Comparison
We have done extensive research on which smart speaker is best. The ability to understand users, correctly answer their questions, and deliver responses in natural sounding speech is usually summed up by one word: intelligence. The IQ of the assistant…
11-Minute Read
Amazon
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Artificial Intelligence
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Google
Gene Munster, Pat Bocchicchio
The Loup Ventures VR Starter Kit
Virtual reality (VR) is an exciting new technology with tremendous near and long term implications for society. While not mainstream yet, VR is on its way towards becoming the next major computing platform along with augmented reality. There are now…
5-Minute Read
Google
,
Meta
,
Microsoft
,
Virtual Reality
Gene Munster, Pat Bocchicchio
Lyft Is Showing Us the Future of Augmented Reality
When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…
4-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Google
,
Meta
,
Microsoft
,
Snapchat
Gene Munster, Steve Van Sloun
Google Will Remain Oxygen of the Internet
Google shares traded off ~3% in after-hours trading as investors weighed the benefits of impressive revenue stability (essentially 21% in each of the past 12 quarters) against the prospect of increased costs related to mobile traffic acquisition and YouTube TV…
3-Minute Read
Artificial Intelligence
,
Google
Gene Munster, Pat Bocchicchio
How to Become a Full-Time YouTuber
As we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…
10-Minute Read
Gaming
,
Google
,
Virtual Reality
Doug Clinton
New Year’s Resolution 2019: Take Back Control with a Good Phone
I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…
3-Minute Read
Google
,
Meta
,
Netflix
,
Tech Addiction
Loup Ventures
Loup Ventures 2019 Tech Predictions
1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…
7-Minute Read
Amazon
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Apple
,
Artificial Intelligence
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Autonomous Vehicles
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Google
,
Meta
,
Tech Addiction
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Tesla
,
Virtual Reality
Gene Munster, Will Thompson
Annual Smart Speaker IQ Test
We recently tested four smart speakers by asking Alexa, Siri, Google Assistant, and Cortana 800 questions each. Google Assistant was able to answer 88% of them correctly vs. Siri at 75%, Alexa at 73%, and Cortana at 63%. Last year,…
7-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Microsoft
,
Retail
Gene Munster, Will Thompson
Google Results: The Evolution of Search
Google shares dropped ~4% in after-hours trading. The company missed revenues by 1% and earnings were in line with expectations. This compares to the Jun-18 quarter when the company beat revenue estimates by 2% and reported earnings in line with…
2-Minute Read
Artificial Intelligence
,
Google
Gene Munster
Google’s Cancer-Detecting AI and The Future of Work
Google recently announced a milestone for its applications of deep-learning in medicine. Their algorithm for detecting metastatic breast cancer, Lymph Node Assistant (LYNA), is not only able to positively classify metastatic cancer with 99% accuracy but is also able to…
3-Minute Read
Artificial Intelligence
,
Google
Doug Clinton
Solving Tech Addiction Is an Underappreciated Market Opportunity
Smartphones have made us superhuman by bestowing on us the intelligence of the world’s information at our fingertips persistently; however, few would disagree that our omnipresent devices also create undesirable outcomes. We spend so much time on our phones that…
9-Minute Read
Apple
,
Google
,
Philosophy
,
Tech Addiction
Gene Munster, Will Thompson
Smart Speaker Adoption Accelerating, Satisfaction and Use Cases Unchanged
We recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…
2-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Microsoft
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