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Autonomous Vehicles
Gene Munster
Nvidia Foundational Player In Future of Tech; Introducing 5-Yr Model
Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…
7-Minute Read
Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Nvidia
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Virtual Reality
Andrew Murphy
Waymo Unleashes Autonomous Cars – Now Must Earn Public’s Trust
On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…
6-Minute Read
Artificial Intelligence
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Autonomous Vehicles
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Google
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Robotics
Gene Munster
Tesla’s Falling Behind on Production, but Maintains Lead in Future of Transportation
Tesla’s production challenges outlined on yesterday’s earnings call beg the question – is Tesla falling behind in the race to be a key player in the future of transportation?
2-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
Tesla: It Will Be Worth The Wait
Special thanks to Austin Bohlig for his work on this note. Tonight’s Tesla results once again add further evidence that the shift to EV, autonomy, and renewable energy will take longer than we expect. That said, we believe investors will be…
3-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
Smart Money Says Lyft a Winner in Autonomy
Ridesharing, more specifically, the fate of Uber and Lyft, is at the top of the potentially disrupted list as autonomy approaches. Both of these companies will need to make the leap to autonomy whether it be organically, through acquisition, or…
3-Minute Read
Autonomous Vehicles
,
Google
Andrew Murphy
What Google I/O Means for Immersive Computing
This week Google hosted it’s annual I/O developer conference. On day one, the company focused on their innovation in the artificial intelligence space. On day two, they talked about new VR products. Here’s our take on what the latest out…
3-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
,
Virtual Reality
Gene Munster
Google Earnings Reiterates AI, VR, AR Ambitions
Google CEO Sundar Pichai used tonight’s Q1 call to double-down on his “AI-first” mantra. Several areas were highlighted, where Google will lead and define its mission to organize the world’s information with machine learning. Beyond AI initiatives to enhance core…
2-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
,
News
,
Virtual Reality
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