Gene MunsterApple’s Dream Car: Hardware + SoftwareFriday’s news of Apple’s permit to test self-driving cars in California should not have come as much of a surprise given the poorly kept secret of Project Titan. But the permit begs the question of whether Apple is building a…3-Minute Read Apple, Artificial Intelligence , Robotics
Doug Clinton, Steve Van SlounUnity: The Next Great Creative Software CompanyEarlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…18-Minute Read Augmented Reality, Gaming , Unity , Virtual Reality
Gene MunsterWWDC22: The Virtues of Integrated Hardware-Software On DisplayWhile WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It’s their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as…4-Minute Read Apple
Gene MunsterApple Education Playbook: Hardware, Software, Services… and CreativityApple announced an updated iPad along with a suite of programs that enable educators and students to pursue creativity, which is critical in the future of education. We estimate education accounts for 10-15% of Apple’s business. We believe today’s announcements…4-Minute Read Apple, Augmented Reality
Loup VenturesKey Questions on the Evolving Future of TransportationAdvancements in self-driving car technology will eventually result in full-scale autonomous transportation. Considering the level of investment from deep-pocketed tech and auto companies and the caliber of human capital that accompanies it, the space has become “too big to fail.”…6-Minute Read Artificial Intelligence, Autonomous Vehicles , Future , Google , Robotics , Tesla
Gene Munster, Will ThompsonCarPlay Quietly Shifts from First to Second GearLost in the breadth of this year’s WWDC announcements was an update to CarPlay. That’s to be expected, given just under 1 minute of the 136-minute keynote and only 1 of 153 developer sessions were related to CarPlay. Despite the…4-Minute Read Apple, Autonomous Vehicles , Google
Gene MunsterTesla’s Multi-Billion Dollar Ride-Sharing OpportunityWhile a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does…5-Minute Read Autonomous Vehicles, Tesla
Loup VenturesTesla is the Next AppleThis note was originally published on Business Insider.8-Minute Read Apple, Artificial Intelligence , Audio , Loup Ventures Podcast , Robotics , Tesla
Gene MunsterWWDC20: Advancing Apple’s MissionApple has risen to the challenge of COVID-19 making WWDC 2020, which kicks off on Mon. June 22, entirely virtual and entirely free. Now, the company has an even more profound opportunity to double down on inclusivity. In our view,…5-Minute Read Apple
Gene MunsterTake Cover: Collateral Damage from Next Transportation WaveSpecial thanks to Austin Bohlig for his work on this note. Last week we introduced our 2040 Automotive forecasts, available here, detailing our projections for electric vehicles, autonomous vehicles and fleet services. We believe the global automotive industry is quickly approaching…6-Minute Read Google, Robotics , Tesla