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Retail
Andrew Murphy
Amazon and Walmart Are Taking Aim at Each Other
On June 16, 2017, at 9:01 am ET, Amazon announced its agreement to acquire Whole Foods Market for $13.7B. Four minutes later, Walmart announced its agreement to acquire online brand Bonobos for $310M. While the announcements were coincidental, the strategies…
3-Minute Read
Amazon
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Retail
Loup Ventures
2018 Loup Ventures Holiday Gift Guide
Halo Sport Headset | $499 | A pair of headphones that utilizes neuropriming to improve workouts. Apple Watch Series 4 | $499 | Fall detection, an electrocardiogram, super-accurate fitness tracking, and cell connectivity make it the best smartwatch period. Plae Shoes |…
2-Minute Read
Apple
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Gaming
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iRobot
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Neurotech
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Retail
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Robotics
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Tesla
Andrew Murphy
The Victor’s Mindset: Investing for the Long-Term Drives Faster Revenue Growth
Written by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. There’s an old Sun Tzu quote that speaks to the power of a winning mindset: “Victorious warriors win first and then go to…
5-Minute Read
Retail
Doug Clinton, Andrew Murphy, Gene Munster
Manifesto 2.0
We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…
14-Minute Read
Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Gaming
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Loup Ventures Podcast
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Neurotech
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Philosophy
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Retail
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Robotics
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Virtual Reality
Gene Munster
Amazon Flywheel Moving at Full Speed
Amazon has reached a $1 trillion market cap for two reasons. First, the company has a relentless focus on “delighting the customer.” Second, Jeff Bezos has investor support to run Amazon for the long-term at the cost of near-term profitability, allowing…
2-Minute Read
Amazon
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Retail
Gene Munster
Apple Retail’s Mission: Embodied Values
We’ve recently studied Apple retail and believe it is an underappreciated competitive advantage. No other tech company has Apple’s base of 65,000 retail employees delivering face to face advice, support, and experiences. Microsoft comes in second with about 6,000 retail…
7-Minute Read
Apple
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Retail
Andrew Murphy
Investing in Skupos
We’re investing in Skupos as a play on our vision of the future of retail. Skupos’ real-time inventory data fundamentally changes the game for convenience stores (c-stores), distributors, and brands. Automated retail and same day delivery are the future of commerce, and…
3-Minute Read
Amazon
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Retail
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Startup
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Venture Portfolio
Gene Munster, Will Thompson
Annual Digital Assistant IQ Test – Siri, Google Assistant, Alexa, Cortana
We asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…
7-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
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Microsoft
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Retail
Andrew Murphy
Amazon Priming the Pump for Prime Day
Amazon Prime Day — one of Amazon’s greatest inventions — starts on Monday, June 16th at 12 PM PT. Prime Day 2018 will last 36 hours (+6 hours y/y) and will be available in 17 countries (4 more than last…
3-Minute Read
Amazon
,
Retail
Gene Munster
Returning to Our Amazon + Target Prediction
As we hit the halfway point of 2018, we wanted to check in on one of our boldest predictions for the year: Amazon will acquire Target in 2018. So far, we’ve been wrong. Getting the timing correct is difficult, and every…
3-Minute Read
Amazon
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Retail
Gene Munster
Apple as a Service Part 4: New Product Categories
Optionality around new product and service categories is the 4th and final pillar to our Apple as a Service thesis. We expect a stable iPhone business (part 1), a growing Services segment (part 2), and capital returns (part 3) to…
7-Minute Read
Apple
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Autonomous Vehicles
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Retail
Andrew Murphy
Amazon’s Next Massive Market: Healthcare
CNBC reported on Friday that Amazon is building a health and wellness team inside its Alexa division to work on making Alexa a better tool for healthcare. Amazon, Berkshire Hathaway, and JP Morgan recently announced plans for a joint healthcare company focused on…
4-Minute Read
Amazon
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Artificial Intelligence
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Audio
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Health
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Loup Ventures Podcast
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Retail
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