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Netflix
Gene Munster
Apple’s Original Content Is Further Along Than You Think
Apple has 16 new shows in the works, comparable to Netflix in 2013 (its first year of original programming) when it had released 13 originals. We expect Apple to spend $900M on video content in 2018, growing to $4.2B by…
6-Minute Read
Apple
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Netflix
Doug Clinton
FAANG vs the World
In venture, our job is to swing for grand slams because venture returns follow a power law function where your biggest winner is going to provide the majority of your return. Base hits do not add up to a grand…
2-Minute Read
Amazon
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Apple
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Google
,
Meta
,
Netflix
Gene Munster
Apple Readies to Fight for Your Monthly Video Wallet Share
Conclusion. Get ready for another $10 a month drag on your credit card. It’s a rebranded, all in one Apple video and music offering in 2-3 years. An Emerging Area of Investment. It’s no secret that original content will be an…
8-Minute Read
Amazon
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Apple
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Audio
,
Loup Ventures Podcast
,
Netflix
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
,
Meta
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Netflix
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Robotics
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Snapchat
,
Virtual Reality
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
,
Apple
,
Netflix
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