Gene MunsterT-Mobile Enters 5G Race, but We’re Still Two Years AwayOn June 28th, T-Mobile will be the 4th US carrier to “launch” 5G in the US with 6 initial cities. While encouraging, we’re still in the buildup phase, likely two years away from the average consumer using 5G. To put…3-Minute Read Technology
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
Avery BedowsNeuralink Event: Musings on MessagingAs anyone who holds at least one ear to the neurotechnology world undoubtedly knows, Elon took the stage on Tuesday night at the California Academy of Sciences to deliver an Elonian exposé on Neuralink’s progress over the last two years.…5-Minute Read Artificial Intelligence, Neurotech
Gene MunsterApple’s AI CoupApple has hired John Giannandrea who formerly served as Google’s head of AI and Search. Given the industry’s shortage of AI talent, Giannandrea brings expertise along with credibility, critical in recruiting. Giannandrea will likely be working on AI-powered interfaces that…3-Minute Read Apple, Artificial Intelligence , Google
Doug ClintonMachines Taking Jobs: Why This Time Is DifferentWill AI and robotics revolutionize human labor or not? More than half of all US jobs could be disrupted by automation in the next several decades; at least that’s our opinion. About half the people we talk to disagree. Those…3-Minute Read Artificial Intelligence, Future , Philosophy , Robotics
Announcing the World’s First Brain-Computer Interface for Virtual RealityA version of this article was originally published on Medium by Michael Thompson. Neurable’s BCI headset for HTC Vive® Today Neurable is offering a first look at a product that is without precedent in modern tech: a brain-computer interface for virtual…4-Minute Read Neurable, Venture Portfolio , Virtual Reality
Andrew MurphyGoogle I/O: The Pendulum SwingsThe pendulum has swung. Perhaps this is a product of being 10+ years into the smartphone cycle. In the past, we walked away from developer conferences with lots of new products and features. Now, there is a greater focus on privacy, user…2-Minute Read Artificial Intelligence, Google
Gene MunsterGoogle Is Betting On The Right Long-Term TrendsFollowing the company’s Q2 earnings release, Google shares are down 3%, based on higher traffic acquisition costs (TAC). As a percentage of revenue, TAC increased to 11.1%, up from 8.8% a year ago. We think this is a classic example…2-Minute Read Artificial Intelligence, Augmented Reality , Google , Virtual Reality
Andrew MurphyAmazon Is Doubling Down on AIAmazon’s Q1 earnings call last night sounded somewhat similar to Google’s call just an hour earlier, highlighting a lot of the same AI and machine learning investment themes. Jeff Bezos discussed increasing leverage of AI and machine learning to drive operational efficiencies…2-Minute Read Amazon, Artificial Intelligence
Gene MunsterThe Bull Case for Long-Term Tesla InvestorsThe recent move in shares of TSLA (up 30% in the past month) has largely been driven by short sellers covering positions based on the emerging consensus that Tesla will stay in business long-term. That said, Tesla has not won…3-Minute Read Autonomous Vehicles, Tesla