Gene Munster, Pat BocchicchioHow to Become a Full-Time YouTuberAs 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, Will ThompsonTesla Results Reduce Systemic RiskTesla reported Dec-18 mixed results, beating revenue but missing earnings. Shares are down 4% after hours, reacting mostly to news of CFO Deepak Ahuja leaving the company. Bottom line: the company’s fundamentals are trending in the right direction, and the list…4-Minute Read Autonomous Vehicles, Tesla
Doug Clinton, Steve Van SlounFortnite Season 8 Shows that F2P Competition is a Victory Royale for GamersFortnite launched Season 8 on Thursday with some notable changes including a new battle pass with unlockable items, a significant map change, pirate cannons and, to the pleasure of many players, the removal of the X-4 Stormwing plane. Fortnite also improved…2-Minute Read Gaming
Gene MunsterAmazon Alexa vs. Google Assistant: A Developer’s ComparisonWe have done extensive research on which smart speaker is best. The ability to understand users, correctly answer their questions, and deliver responses in natural sounding speech is usually summed up by one word: intelligence. The IQ of the assistant…11-Minute Read Amazon, Artificial Intelligence , Google
Andrew MurphyHow Frontier Tech Will Benefit HumanityFrontier tech has the potential to profoundly impact humanity for better and for worse. That potential is not lost on us. In order to address the downside risks, we published an ethical code for investing: Invest in high-integrity founders making products…6-Minute Read Artificial Intelligence, Augmented Reality , Autonomous Vehicles , Neurotech , Philosophy , Retail , Robotics , Startup , Venture Capital , Virtual Reality
Doug ClintonTelehealth Is a Reflection of the Empowered ConsumerWe think about the future of retail in three buckets: online retail, automated retail, and empathic retail. Telehealth, the process of visiting a doctor virtually to get medical treatment, including prescription medicine, combines all three. It also includes a fourth…5-Minute Read Health, Retail
Gene MunsterAT&T’s 5GE Is Largely Marketing HypeAT&T recently rolled out a limited 5G Evolution (5GE) network in Minneapolis in combination with its sponsorship of the Final Four. We tested the network and found only modest improvements in network speeds. Given AT&T’s 5GE marketing hype, we’re disappointed…2-Minute Read Artificial Intelligence, Augmented Reality , Autonomous Vehicles
Gene Munster, Will ThompsonUber Is Betting on Scale and Product LinesIn their first quarter as a public company, Uber reported earnings slightly ahead of expectations, with a $1.01B net loss on $3.10B in revenue. Our takeaways: 2019 will likely be an unpredictable year for Uber shares, given the company remains…2-Minute Read Ridesharing, Uber
Andrew Murphy, Gene MunsterWalmart Needs To Dump Amazon’s PlaybookWalmart recently announced InHome Delivery to bring groceries directly to customers’ fridges, the latest example of Walmart closely following the Amazon playbook. Amazon announced in-home delivery with its Key service in 2017. While the fast follower approach may seem prudent,…3-Minute Read Amazon, Retail
Andrew Murphy, Will ThompsonInvesting in DASH SystemsWe’re excited to announce our investment in DASH Systems, along with Techstars and Make in LA, based on our belief in a highly automated future and the company’s mission to bring about the next generation of air cargo. DASH, which…3-Minute Read Venture Portfolio
