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Virtual Reality
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
,
Gaming
,
Virtual Reality
Gene Munster, Pat Bocchicchio
The Loup Ventures VR Starter Kit
Virtual reality (VR) is an exciting new technology with tremendous near and long term implications for society. While not mainstream yet, VR is on its way towards becoming the next major computing platform along with augmented reality. There are now…
5-Minute Read
Google
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Meta
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Microsoft
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Virtual Reality
Doug Clinton, Steve Van Sloun, Pat Bocchicchio
Fortnite x Marshmello Concert Teases the Future of Play
On Saturday, popular electronic dance music (EDM) artist Marshmello performed a live 10-minute set on Fortnite, the free-to-play game that continues to transform the gaming space. Here’s our favorite video and here’s Marshmello’s video. In our view, the concert is a great example of…
4-Minute Read
Future
,
Gaming
,
Virtual Reality
Gene Munster, Will Thompson
Facebook Back to Business
Facebook shares are up ~11% after hours as the company showed users and advertisers have not gone anywhere despite 2018’s privacy backlash. Strong average revenue per user (ARPU) growth shows Facebook is getting better at monetizing its massive user base…
4-Minute Read
Meta
,
Virtual Reality
Gene Munster, Pat Bocchicchio
How to Become a Full-Time YouTuber
As we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…
10-Minute Read
Gaming
,
Google
,
Virtual Reality
Gene Munster, Pat Bocchicchio
Porsche Sent Us a VR Headset
Companies are always looking for the next best way to market their products and services. In a world where we are seeing hundreds to thousands of ads per day both online and offline, it is hard for brands to stand…
5-Minute Read
Virtual Reality
Loup Ventures
Loup Ventures 2019 Tech Predictions
1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…
7-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Autonomous Vehicles
,
Google
,
Meta
,
Tech Addiction
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Tesla
,
Virtual Reality
Gene Munster, Pat Bocchicchio
The Metaverse Explained Part 3: Economics
This is the third of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part III explains how the virtual universe’s economy could operate and all the new business opportunities that would come…
9-Minute Read
Amazon
,
Meta
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Netflix
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Virtual Reality
Avery Bedows
An Investor’s Take on the Ethics of Neurotech
A while back, I laid out an argument for why I think neurotechnology is an important and compelling field: it entails investigating, fixing, and enhancing the brain—the substrate of human phenomenological existence. Here, I want to discuss the ethics of…
37-Minute Read
Artificial Intelligence
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Neurotech
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Philosophy
,
Virtual Reality
Gene Munster, Pat Bocchicchio
The Metaverse Explained Part 2: Why It Matters
This is the second of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part 2 explains why you should care about the Metaverse and why it has the potential to be one…
10-Minute Read
Neurotech
,
Virtual Reality
Gene Munster, Pat Bocchicchio
The Metaverse Explained Part 1: An Inside Look
This is the first of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part 1 explains what the Metaverse is and paints a picture of what it could be like to experience…
7-Minute Read
Virtual Reality
Gene Munster, Pat Bocchicchio
Is VR Dead or Just Getting Started?
In September, Facebook hosted its 5th annual Oculus Connect conference (OC5), showcasing the latest innovations in virtual reality (VR). Interest in the event and VR more broadly has stalled, but we remain optimistic that over the next five years there…
8-Minute Read
Meta
,
Virtual Reality
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