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Loup Ventures
Is Snapchat the Real Augmented Reality Powerhouse?
Written by guest author Lindsay Boyajian, CMO at Augment Snapchat has been acquiring companies and releasing augmented reality features, setting itself up to be an AR global leader. When you think of augmented reality (AR), names like Microsoft Hololens, MagicLeap, Vuforia…
5-Minute Read
Augmented Reality
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Snapchat
Gene Munster
Tesla’s Bedrock In AI & Robotics Will Transform The Industry & Our Lives
I always wanted to cover Tesla, but as an internet analyst, the stock fell outside of my coverage space. Despite this, I continued to study the company and ultimately invested because I believe that Tesla is not a car company, but…
8-Minute Read
Amazon
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Artificial Intelligence
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Google
,
Robotics
,
Tesla
Doug Clinton
The Current State Of VR ARPU
While it’s still early, we think that VR gamers are already spending a significant amount on software. Based on an analysis of the top 100 VR-only Vive games on Steam, we estimate that about $35 million in software has been sold…
2-Minute Read
Augmented Reality
,
Virtual Reality
Gene Munster
Face Off: Amazon Echo vs. Google Home
As digital assistants continue to improve, more and more users are integrating them into their daily routines. In our Robot Fear Index, we found that 43% of Americans had used a digital assistant in the last three months. But we believe…
7-Minute Read
Amazon
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Artificial Intelligence
,
Google
Gene Munster
Apple’s Thundering Baby Steps Into AR
Loup Ventures and Tim Cook share at least one thing in common. We both agree that AR will transform how humans interact with each other, removing the clumsy touchscreen, replacing the smartphone, and most importantly, expanding the utility of computing.…
6-Minute Read
Apple
,
Augmented Reality
,
Google
Andrew Murphy
Envisioning The Future Perfect
0-Minute Read
Artificial Intelligence
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Augmented Reality
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Future
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Robotics
,
Virtual Reality
Doug Clinton
Education Could Drive Mass VR Adoption
Education is shaping up to be one of the biggest under-the-radar opportunities in VR. We talked about consumer education related to VR in our VR Excitement Index. Education ranked second in terms of consumer interest in VR content in our…
3-Minute Read
Philosophy
,
Virtual Reality
Doug Clinton
An Open Letter To Snap Ahead Of Its IPO
Dear Snap, Inc., Congratulations on your S-1 filing this past week. It’s a great accomplishment as a company and great for the tech industry. During our 35+ collective years as stock analysts, we’ve helped a lot of companies go public.…
5-Minute Read
Amazon
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Apple
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Artificial Intelligence
,
Augmented Reality
,
Google
,
Meta
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Snapchat
,
Virtual Reality
Gene Munster
What Apple’s Results Tell Us About The Future
As the company that helped pioneer our mobile-first world, Apple’s results from the quarter ending in Dec. 2016 tell us a lot about where the world is going. In short: we still live in a mobile-first world, but the company is…
4-Minute Read
Apple
,
Augmented Reality
Gene Munster
Google Moving From Mobile-First World To AI-First
Key Message from Google’s Earnings Call: AI-First. On tonight’s Q4 earnings call, Google CEO Sundar Pichai reiterated that we are quickly moving from a mobile-first world to an AI-first one.
2-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Andrew Murphy
Robot Fear Index: 31.5
Like many in the tech space, we believe robotics is changing the nature of work; however, public perception of robots is still a question mark. We developed our Robot Fear Index to measure and track the average consumer’s perception of robots. We…
3-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Robotics
Doug Clinton
The 5 Focuses: Analyzing The Top Priorities Of The Top Tech Companies
As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…
21-Minute Read
Amazon
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Apple
,
Artificial Intelligence
,
Augmented Reality
,
Google
,
Meta
,
Philosophy
,
Robotics
,
Virtual Reality
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