skip to Main Content
Products
Insights
Philosophy
Analysis
Team
Search
Search
Submit
×
Close search
Themes
Gene Munster
Apple Services Tracking To 20% Of Revenue In Five Years
Apple Services Through 2022. We have written about the need for Apple to reinvent itself in the next decade through services and AR. The Services reinvention is already underway, accounting for 11.6% of revenue in 2016, and closer to 18%…
5-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple’s Progress With Apple Pay
Over the next 5-10 years, we believe augmented reality will emerge as the next dominant computing paradigm and that Google and Apple will provide the operating systems that power AR computing. The OS will need to incorporate core technologies including artificial intelligence,…
5-Minute Read
Apple
,
Augmented Reality
Doug Clinton
AirPods Are More Important Than The Apple Watch
At this point, it might not even be that crazy to say it, but we think AirPods are going to be a bigger product for Apple than the Watch. After using AirPods for the past month, the Loup Ventures team…
3-Minute Read
Apple
,
Artificial Intelligence
,
Audio
,
Augmented Reality
,
Future
,
Loup Ventures Podcast
,
News
Andrew Murphy
The Five Senses of Computing
The trend in computing towards more natural user interfaces is unmistakable. Graphical user interfaces have long been dominant, but machines driven by more intuitive inputs, like touch and voice, are now mainstream. Today, audio, motion, and even our thoughts, are the basis for the…
4-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Audio
,
Augmented Reality
,
Google
,
Loup Ventures Podcast
,
Virtual Reality
Andrew Murphy
AirPods: The First Mass Market Hearable
Apple’s AirPods are a step towards the future of computing. Starting with the move from the keyboard and mouse to the touchscreen, computing continues to move towards more intuitive user interfaces. Audio and motion capture are the basis for most innovative computer hardware today,…
3-Minute Read
Apple
,
Audio
,
Augmented Reality
,
Loup Ventures Podcast
Loup Ventures
Investing in Realvision
Today, we’re excited to announce a new investment in Realvision. We see great opportunity in the crossover between AI and VR. The company’s machine learning and computer vision platform creates immersive 3D, VR-ready models for real estate listings. Not only does the platform…
1-Minute Read
Artificial Intelligence
,
Virtual Reality
Gene Munster
iPhone X Survey Shows Increased Intent to Upgrade & Interest in AR
Last week, we surveyed 502 people in the US regarding their interest in purchasing the iPhone X, expected to launch this fall. Among the 234 iPhone owners we surveyed, 23% intend to upgrade to iPhone X, which compares to 15% that…
2-Minute Read
Apple
,
Augmented Reality
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
,
Apple
,
Artificial Intelligence
,
Augmented Reality
,
Feedback Loup
,
Google
,
Meta
,
Netflix
,
Robotics
,
Snapchat
,
Virtual Reality
Gene Munster
Jump Ball for the OS of the Future
As we watched the run up in SNAP shares since its IPO last week, we wondered how much of the move was based on potential revenue growth of more than 2x in 2017 or investors buying in to Snap’s long…
11-Minute Read
Amazon
,
Apple
,
Augmented Reality
,
Google
,
Meta
,
Snapchat
Andrew Murphy
Feedback Loup: Snapchat
We think customer feedback is a critical (but too often overlooked) component of understanding where technology stands today and where it’s headed in the future. Our Feedback Loup series provides real customer feedback on the technologies shaping our future. Snap’s IPO is a perfect opportunity…
5-Minute Read
Augmented Reality
,
Feedback Loup
,
Snapchat
Doug Clinton
Snap’s IPO And The Road Ahead
Snap priced its IPO at $17 per share, implying a $23.6 billion market cap. To put the valuation in perspective, we think Snap could grow revenues by 100% to ~$800 million in 2017 and believe some buy side investors think…
3-Minute Read
Augmented Reality
,
Meta
,
Snapchat
,
Virtual Reality
Gene Munster
Apple Working With Tesla Is A Fairy Tale
There’s been a lot of talk about Apple buying Tesla, but what if Apple simply made a $10 billion equity investment in the company instead? It sounds so good — Apple working with Tesla. In theory, it would make our…
5-Minute Read
Apple
,
Artificial Intelligence
,
Google
,
Robotics
,
Tesla
Load More
Back To Top
Search
Submit