Loup VenturesLoup Ventures 2019 Tech Predictions1. 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, Apple , Artificial Intelligence , Autonomous Vehicles , Google , Meta , Tech Addiction , Tesla , Virtual Reality
Gene Munster, Will ThompsonInsights from Amazon’s Post-Holiday CommentaryAmazon published its annual post-holiday press release today. While the 1900-word release provided few concrete data points related to the Dec-18 quarter, it offered a handful of notable insights: The upbeat tone, as denoted by the “record-breaking holiday season” language, runs…2-Minute Read Amazon, Artificial Intelligence
Gene Munster, Will Thompson“Alexa Answers” Coupling Human and Artificial IntelligenceAmazon announced today that it is testing Alexa Answers, a program that crowdsources responses to questions that Alexa currently doesn’t have answers to. One of the principal issues with voice assistants is that they can do a lot, but not…2-Minute Read Amazon, Artificial Intelligence
Andrew Murphy2017 Loup Ventures Holiday Gift GuideHere are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…1-Minute Read Amazon, Apple , Artificial Intelligence , Augmented Reality , Autonomous Vehicles , iRobot , Meta , Robotics , Tesla , Virtual Reality
Gene MunsterHomePod Delay Suggests Siri Integration is Harder than ExpectedApple announced today that it will not release the HomePod in December as planned – delaying the launch until “early 2018” instead. We believe that Siri integration – and, more broadly, digital assistant hardware – is more challenging than our…3-Minute Read Artificial Intelligence
Gene MunsterFaceoff: Amazon Echo Show vs Google Home Part IIAs a part of our continuing efforts to understand the ways and speed at which artificial intelligence enters our everyday lives, we reexamined two home assistants based on a study we performed in February. The two most popular assistants, Google…6-Minute Read Artificial Intelligence, Feedback Loup , Google
Gene Munster, Will ThompsonThe Foundational Apple Wearables ModelFor the first time, we’re publishing our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 22 unique comments since…5-Minute Read Apple
Gene Munster5G: Apple Puts the Ball in Carriers’ and Developers’ CourtApple released its first lineup of 5G-enabled phones at its “Hi, Speed” event. Following the presentation, shares of AAPL traded down about 2.5%, given the announcements were in line with expectations. Despite the move, we view today’s announcements as an…5-Minute Read Apple
Andrew MurphyThe Pros and Cons of Toy TechnologiesToys facilitate the imagination. They replicate and blend some elements of reality and some elements of fiction, equipping us to pretend. We’ve been considering the benefits of toys that incorporate novel technologies, from playful robots to LEGO sets with augmented…3-Minute Read Apple, Augmented Reality , Philosophy
Gene Munster, Will ThompsonWhy Amazon’s AirPods Competitor Won’t CompeteBloomberg recently reported that Amazon is planning an Alexa-based rival to Apple’s AirPods in an attempt to get Alexa out of the home and into the world. Thus far, Amazon’s device efforts have been muted because they don’t own an…5-Minute Read Amazon, Apple , Artificial Intelligence