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Apple
Gene Munster, Brian Baker
Apple Readies for Its Jump Into Generative AI
Joz, Apple's Head of Marketing, posted on X saying this year’s WWDC will be “Absolutely Incredible!” as in "AI". This will mark the first glimpse into the company's generative AI strategy and be a monumental day given it will usher in the biggest change in Apple's operating system design since the mid-80's point-and-tap/click interface. This will be a new communication interface driven by generative AI.
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Apple
Gene Munster, Brian Baker
DOJ Takes Aim at Apple, Largely Focused on Services
In 2020 Apple was more or less victorious over Epic games in defending the App Store. Now the DOJ is taking aim at Apple, largely focused on the iPhone’s role at promoting the sale of software and services and locking users into upgrading. The substance of the debate on shares of AAPL will focus on two topics: 1) What will the impact be to Apple’s Services segment? 2) How long will this take to sort out? While I believe this will take three years to sort out, I expect little will actually change, just like we saw 25 years ago with the DOJ going after Microsoft.
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Apple
Gene Munster, Brian Baker
As Apple’s Focus on AI Intensifies, Margins Could Be Pressured
The news of Apple launching its own model and talking with Google and OpenAI to license a foundation model speaks to the degree that the company's growth North Star has changed over the past month. First, it was Project Titan getting canceled, now it’s considering doing something rare at Apple, license another company's tech stack. I believe Apple now gets it. AGI has the potential to have a profound impact on their business, and they need to add AI to the company's core competency of hardware, software, and services. To get there, I expect more investment, and a slight decline in margins in the near-term, and expanding margins long-term.
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Apple
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Google
Gene Munster
Deepwater Frontier Tech Survey 2024
Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…
1-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Frontier Tech
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Google
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Health
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Meta
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Microsoft
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Netflix
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Neurable
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Neurotech
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Nvidia
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Redwood Materials
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Spatial Computing
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Tech Addiction
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Tesla
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TikTok
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Virtual Reality
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Wearables
Andrew Murphy
48 Hours With Vision Pro: Our Thesis on Spatial Computing
Go deeper: For even more on Vision Pro, here’s my discussion with Gene on YouTube. Disclaimer
0-Minute Read
Apple
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Spatial Computing
Gene Munster, Brian Baker
China Clouds Shroud Apple’s Progress
Apple's December quarter and guidance highlighted the impact China's macro slowdown had on Apple's business. That reality diluted investor optimism around the long-term progress the company is making when it comes to growing its active base, launching Vision Pro, and entering generative AI likely this spring.
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Apple
Gene Munster, Brian Baker
Developers Will Ensure Vision Pro Goes Beyond Gaming
It's official, the world of spatial computing has begun with the launch of Vision Pro. The reviews have been consistent: groundbreaking tech with limited use cases. On launch day, the platform has over 600 apps available, already more than the 574 apps built over the past three years for Meta Quest. Importantly, Vision Pro's developer momentum is pointed in the right direction with about 60% of those apps outside of gaming, compared to about 30% on the Quest platform. Apple's goal is to motivate developers to ensure Vision Pro goes beyond gaming to make the device mainstream.
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Apple
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Meta
Deepwater’s 2024 Predictions
Over the last seven years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2024: IWO will outperform the S&P500. The iShares Russell 2000 Growth ETF (IWO) will outperform the SPDR…
5-Minute Read
Apple
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Google
,
Meta
,
Tesla
Gene Munster, Brian Baker
Apple’s Profitable Flywheel is Rock Solid
The December outlook was better than it first appeared. Adjusting for the number of weeks in the quarter, growth in December should be 7% y/y compared to the Street that was at 5%. Additionally, the active installed base, Services, China, and gross margin showed surprising strength, evidence that the Apple revenue flywheel is rock solid.
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Apple
Gene Munster, Brian Baker
Vision Pro Will Be a Hit—Once the Apps Show Up
The collective investing community is skeptical that Vision Pro will become a measurable part of Apple's business, because the utility of spatial computing is still unknown. As developers build exciting apps, demand and sales will increase.
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Apple
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Spatial Computing
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Wearables
Gene Munster, Brian Baker
Rumors of Jony Ive Working With Sam Altman on AI Device Deserve Attention
The Financial Times has reported that Jony Ive, Sam Altman, and SoftBank are in talks to build an AI consumer device, likely a wearable. My guess is this never sees the light of day, but given the players involved it's worth considering its impact. Apple is in a good spot given the strength of its ecosystem makes it difficult for a one-off product to sway Apple users. Samsung on the other hand would be more at risk.
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Apple
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Artificial Intelligence
Gene Munster, Brian Baker
Meta Connect Showcases Gap With Apple and New AI Tools That Will Win User Attention
Meta's annual developer conference, Connect, highlighted that it shares the same vision with Apple when it comes to the potential of a new headset-computing paradigm, even if its flagship headset is light years behind (though priced far lower). Separately, Meta announced new AI products that will capture meaningful user attention.
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Apple
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Meta
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