Apple

At long last, Apple unveiled AirTags at its Spring Loaded event. AirTags are small attachable Bluetooth devices that help keep track of items. We believe AirTags have the potential to be a sleeper hit with consumers and surprise investors over…

Gene, Doug, and Andrew debate the Apple vs. Epic bench trial that begins on May 3rd, and make predictions on the winner, along with the potential impact on AAPL shares. Disclaimer

We discuss Apple’s move to launch a podcast marketplace, which will allow creators to monetize their audience in new ways.

Gene and Andrew discuss the second part of Loup’s rethinking ecommerce series, highlighting the two strategies successful retailers focus on: convenience or the experiential.

Gene and Andrew break down Apple’s Spring Loaded event, which included a refresh of the iMac lineup and arrival of the long-awaited AirTags.

At its Spring Loaded event, Apple announced redesigns of the iMac and iPad Pro, along with updates to Apple TV and two new products: AirTags and a podcast subscription service. Taken individually, these announcements do little to move the company’s…

This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…

Gene and Andrew discuss the iPad and potential product-related announcements at Apple’s upcoming spring event. The bottom line is we believe the iPad is set for continued growth due to the accelerating digital transformation.

When we started Loup four years ago, AR was an enabling technology we believed would be transformational over the next decade. It’s made progress since then, with enterprise AR use cases beginning to materialize, along with continued commitment and investment…

Gene and Andrew discuss why the term “ecommerce” fails to capture the paradigm shift occurring in commerce, along with the opportunity for experiential commerce at home.

This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…

Gene and Andrew detail why the Mac’s two tailwinds should sustain 5% revenue growth, up from flatfish growth over the past decade.