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Autonomous Vehicles
Gene Munster, Will Thompson
Lyft Off to Solid Start With a Long Road Ahead
Lyft reported first-quarter 2019 earnings in their first-ever report as a public company with overall positive results. Our takeaways: Steady growth of user metrics Lyft’s active riders grew 46% y/y to 20.5M, average revenue per rider grew 34% to $38,…
3-Minute Read
Autonomous Vehicles
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Lyft
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Ridesharing
Gene Munster, Will Thompson
Tesla Signals Move to De-Risk Business
Tesla reported first-quarter 2019 results. Here are the incremental changes: The company gave strong indications that they will raise money in the coming months. We believe raising money (debt or equity) would effectively de-risk the story, given the company’s current…
4-Minute Read
Autonomous Vehicles
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Tesla
Gene Munster, Will Thompson
Tesla’s Compelling Approach to Autonomy
We left Tesla’s Autonomy Investor Day feeling more optimistic about the company’s long-term prospects. Our takeaways from the event: We are more comfortable with Tesla’s camera-based (non-LiDAR) approach to autonomy. If correct, this approach could actually be preferred (safer, more…
2-Minute Read
Autonomous Vehicles
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Tesla
Andrew Murphy
Frontier Tech Tracker: Q1 2019
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,…
3-Minute Read
Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Frontier Tech
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Index
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iRobot
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Robotics
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Tesla
Gene Munster
Tesla’s Blitzscaling Efforts Continue
Tesla recently published “An Update to Our Vehicle Lineup” on the company blog, making several tweaks to the Model 3 product line. Tesla is embracing the characteristics of blitzscaling — a net positive for the company. Autopilot will now come…
3-Minute Read
Autonomous Vehicles
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Tesla
,
Themes
Gene Munster
AT&T’s 5GE Is Largely Marketing Hype
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…
2-Minute Read
Artificial Intelligence
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Augmented Reality
,
Autonomous Vehicles
Gene Munster, Will Thompson
On Lyft and the Future of Ridesharing
On Friday, Lyft became the first ridesharing company to go public. By beating Uber to go public, Lyft will, to some extent, control the narrative around the US ridesharing market. That narrative will be centered around big ideas like ending…
11-Minute Read
Autonomous Vehicles
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Lyft
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Ridesharing
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Uber
Andrew Murphy
How Frontier Tech Will Benefit Humanity
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…
6-Minute Read
Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Neurotech
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Philosophy
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Retail
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Robotics
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Startup
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Virtual Reality
Andrew Murphy
Frontier Tech Spotlight: Baidu’s Work on Autonomous Vehicles
The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…
3-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Frontier Tech
,
Index
Gene Munster, Will Thompson
5G Tide to Lift Apple
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…
4-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Gaming
,
Virtual Reality
Gene Munster, Will Thompson
Tesla Results Reduce Systemic Risk
Tesla reported Dec-18 mixed results, beating revenue but missing earnings. Shares are down 4% after hours, reacting mostly to news of CFO Deepak Ahuja leaving the company. Bottom line: the company’s fundamentals are trending in the right direction, and the list…
4-Minute Read
Autonomous Vehicles
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Tesla
Gene Munster, Will Thompson
The Case For Tesla’s “Business Miracle”
Believers in the Tesla story are accustomed to having their faith tested. Last week’s 7% headcount reduction, what appears to be an upcoming revenue and earnings guide down for Mar-19, and pending $920M debt payment due in March emphasize that point.…
6-Minute Read
Autonomous Vehicles
,
Tesla
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