skip to Main Content
Products
Insights
Philosophy
Analysis
Team
Search
Search
Submit
×
Close search
Autonomous Vehicles
Gene Munster, Doug Clinton
Loup Frontier Tech Benchmark: November 2021
For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…
3-Minute Read
Autonomous Vehicles
,
Cryptocurrency
,
Markets
Deepwater
2021 Loup Holiday Gift Guide
Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…
1-Minute Read
Apple
,
Autonomous Vehicles
,
Blockchain
,
Cryptocurrency
,
Gaming
,
Meta
,
Retail
,
Tesla
,
Twitter
Gene Munster, Doug Clinton
Loup Frontier Tech Benchmark: August 2021
For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…
2-Minute Read
Artificial Intelligence
,
Augmented Reality
,
Autonomous Vehicles
,
Frontier Tech
,
Index
,
Robotics
,
Virtual Reality
Gene Munster
Autonomy Progress is Proving to be Slow
Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…
3-Minute Read
Autonomous Vehicles
,
Google
,
Tesla
Andrew Murphy
Investing in Xwing
Regional air cargo transportation networks are under pressure from the growing demand for ecommerce delivery. A labor shortage among pilots compounds the challenge facing operators. According to a new report from OliverWyman, 83% of regional cargo operators can’t recruit enough talent. Moreover,…
2-Minute Read
Autonomous Vehicles
,
Venture Portfolio
Gene Munster
Sizing Up the Global Transportation Market
As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…
6-Minute Read
Apple
,
Autonomous Vehicles
,
Ridesharing
,
Tesla
,
Uber
Gene Munster
A Lesson in Patience From US EV Adoption
The shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…
3-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
Tesla’s Software Advantage Is Clear & Profitable
It’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…
6-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
Vertical Integration Is Tesla’s Advantage
Tesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…
2-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
Zeno’s Paradox Illustrates Traditional Automakers Are in a Tight Spot
Zeno was a 5th century B.C. Greek philosopher known for his riddles and paradoxes. One of his most famous paradoxes imagines a foot race between the speedy Achilles and a tortoise. The tortoise begins the race with a head start.…
4-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
Lyft & Uber’s Autonomous Catch-22
We’re updating our expectations on the timing of the initial availability of level 5 autonomy. Previously, we expected full autonomy to see limited availability between 2022 and 2025. We now expect most AV players to have limited availability of level…
5-Minute Read
Autonomous Vehicles
,
Lyft
,
Uber
Gene Munster
New Competition Poses Limited Risk to Tesla’s US Marketshare
Tesla is now the world’s most valuable auto company. With a market cap of $185 billion Tesla edges slightly above Toyota’s $177 billion valuation, based in part on the company’s dominant market share of EVs in the US (about 80%). …
4-Minute Read
Autonomous Vehicles
,
Tesla
Load More
Back To Top
Search
Submit