Augmented Reality

1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…

It’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…

We’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…

Toys facilitate the imagination. They replicate and blend some elements of reality and some elements of fiction, equipping us to pretend. We’ve been considering the benefits of toys that incorporate novel technologies, from playful robots to LEGO sets with augmented…

This piece marks the first in a quarterly series to track the progress of frontier tech, as measured by the Loup Frontier Tech Index. The index tracks the performance of publicly-traded companies that influence the future of technology including AI,…

AT&T recently rolled out a limited 5G Evolution (5GE) network in Minneapolis in combination with its sponsorship of the Final Four. We tested the network and found only modest improvements in network speeds. Given AT&T’s 5GE marketing hype, we’re disappointed…

Frontier tech has the potential to profoundly impact humanity for better and for worse. That potential is not lost on us. In order to address the downside risks, we published an ethical code for investing: Invest in high-integrity founders making products…

The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…

Microsoft, largely considered the market leader in augmented reality (AR) aka Mixed Reality (MR), announced the long-awaited successor to the HoloLens, the HoloLens 2. Here at Loup, we are firm believers in augmented reality as the next major computing platform…

Apple has appointed longtime marketing leader Frank Casanova to Senior Director, Worldwide Product Marketing at Apple Augmented Reality, according to Casanova’s LinkedIn profile. Here’s our quick take: Apple remains committed to AR but is likely not satisfied with its AR marketing…

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…

Optical products and laser manufacturer II-VI announced on Friday that it will purchase its competitor Finisar for $3.2B. II-VI and Finisar both produce optical communications products sold mainly to telecom companies and datacenters. These two companies are also Apple’s 2nd…