Gene MunsterCan Tesla Service Keep Up with Deliveries?From 2017 to 2020, Tesla’s global fleet of vehicles has grown by 390%, from 280k vehicles to about 1.4m. Over the same period, the company’s stock of Service Centers has grown about 90%. This mismatch has at times led to…4-Minute Read Tesla
Will Thompson, Gene MunsterDetroit Auto Show: Winners and Losers in an Industry TransitionWe spent two days at the Detroit Auto Show to experience for ourselves the role that Motor City is playing in the future of mobility. Here are the takeaways: OEMs: Detroit won’t be left behind as traditional auto is consumed by…6-Minute Read Autonomous Vehicles
Gene MunsterTesla’s Blitzscaling Efforts ContinueTesla recently published “An Update to Our Vehicle Lineup” on the company blog, making several tweaks to the Model 3 product line. Tesla is embracing the characteristics of blitzscaling — a net positive for the company. Autopilot will now come…3-Minute Read Autonomous Vehicles, Tesla , Themes
Consumer Neurotech: Volume IINeurotech for Control In the first part of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. With the initial groundwork laid, we can finally dig into the technologies themselves. Here,…16-Minute Read Artificial Intelligence, Augmented Reality , Gaming , Neurotech , Robotics , Virtual Reality
Gene MunsterTesla’s Breakout Will Take Longer But Will Be Bigger Than You ThinkWe are publishing our Tesla model with forecasts out to 2023. We’re believers that Tesla will play a central role in two upcoming paradigm shifts: 1) EV and autonomous transportation, and 2) renewable energy – driven by Tesla’s core competencies…7-Minute Read Artificial Intelligence, Robotics , Tesla
Gene MunsterSeeing The Road Ahead: AV Computer Perception Outlook 2030We’re excited to introduce the first in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on timing, winners,…3-Minute Read Artificial Intelligence, Autonomous Vehicles
Gene MunsterWhy Is TSLA Still Surging?Tesla shares are up 20% today following a 45% move over the previous month. The most recent share price surge is attributed to a combination of two factors: short-covering and greater investor optimism that Tesla is a tech company that…5-Minute Read Autonomous Vehicles, Tesla
Loup VenturesManifestoThe combination of artificial intelligence, robotics, virtual reality, and augmented reality will fundamentally transform how we live — for the better. It will enable a world of infinite and limitless exploration. A world where humans find purpose in creativity, community,…56-Minute Read Artificial Intelligence, Audio , Augmented Reality , Loup Ventures Podcast , Robotics , Virtual Reality
Doug ClintonThe Current State Of VR ARPUWhile 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
Loup VenturesLaunching the Loup Frontier Tech IndexAt Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…5-Minute Read Artificial Intelligence, Augmented Reality , Autonomous Vehicles , News , Nvidia , Robotics , Tesla , Themes , Virtual Reality