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Loup TV 127: Crypto.com Hack; Apple App Store Headaches; Deciphering Tech Price Increases

Loup TV 127: Crypto.com Hack; Apple App Store Headaches; Deciphering Tech Price Increases

Gene and Doug discuss Crypto.com’s $15M hack, Apple’s long-term take rate and recent tech price increases.

Takeaways:

  • Even though Crypto.com got hacked, there’s still a lot of value in a centralized exchange.
  • Apple’s App Store is in the news again. This time, with a Dutch ruling forcing dating apps to accept third-party payments later in this month. Big picture: it’s a function of time before app take rates decline. The question is more about… when, and by how much?
  • Netflix and Peloton raise their price in the past week. It’s likely a positive read for Netflix, and an admission by Peloton that a $1500 bike is not for everyone.

Disclaimer

Apple, Blockchain, Contrarian Mindset, Cryptocurrency, Loup TV, Netflix
1 min. read Show less
Loup TV 126: Apple’s Headset Delay Is Only a Bump in the Road

Loup TV 126: Apple’s Headset Delay Is Only a Bump in the Road

Gene, Andrew and Doug discuss Bloomberg reporting that Apple’s MR headset debut will be shifted from June to later in 2022.

Takeaways:

  • It looks like we’re going to be wrong on our recent prediction that Apple will show its MR headset at WWDC given development delays.
  • If they miss the WWDC 2022 window, it makes most sense for Apple to hold off on debuting the device until WWDC 2023 given the importance of developer buy-in.
  • While the delay is a headwind to a near term catalyst for AAPL multiple expansion, it’s a function of time before investor excitement returns regrading the topic.
  • Long-term this does not change anything for Apple. Whether they show the product in 2022, 2023 or 2024 does not matter. Apple will eventually release a product that will build confidence with investors that Apple has a winning approach to AR and the metaverse.

Disclaimer

Apple, Augmented Reality, Loup TV, Themes, Virtual Reality, Wearables
1 min. read Show less
Loup TV 125: Epic Needles Apple; Second Life Gets Second Life; Cybertruck Pushed to 2023

Loup TV 125: Epic Needles Apple; Second Life Gets Second Life; Cybertruck Pushed to 2023

Takeaways:

  • Another rough day in the market. Second time in a week that we’ve seen a two standard deviation move in the NASDAQ. Fear is controlling the market, and will continue until… who knows.
  • Epic needling Apple with its Fortnite workaround through Nvidia’s GeForce. While no one’s going to use it, It does speak to an emerging topic around how Apple will regulate streaming game services in the future.
  • Second Life was the original metaverse company founded in 2003. The service faded away but has gotten new life with the return of its founder, Philip Rosedale. While Philip’s reinstating the same brand, he’ll have to rebuild Second Life on top of blockchain.
  • Tesla removed language of a 2022 production from its Cybertruck page. We weren’t expecting many units in 2022 anyway so – financially, it doesn’t matter. It is a cautionary data point for other EV companies that are looking to ramp production in 2022.
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Autonomous Vehicles, Blockchain, Blockchain, Future, Gaming, Loup TV, Netflix, Nvidia, Tesla, Virtual Reality, Virtual Reality
1 min. read Show less