Apple

We recently asked the leading digital assistants, Google Assistant, Siri, and Alexa, 800 questions each. Google Assistant was able to correctly answer 93% of them vs. Siri at 83% and Alexa at 80%. Each platform saw improvements across the board…

Apple reported June quarter results essentially in line with expectations and guided Sep-19 revenue about 5% ahead of the Street. These results and guidance are impressive given the company’s China, macroeconomic, and competitive headwinds. This quarter is evidence that Apple’s…

Apple reports Tuesday, July 30th. Investors view the Jun-19 quarter as marking time to a 5G iPhone, which will likely be announced in the fall of 2020 and separately a read on the impact of the China trade dispute. While…

Apple is buying Intel’s smartphone modem business for $1 billion. This move has been anticipated for the past couple of months and is significant for four reasons: This is another example of Apple wanting to own the technology behind the…

Apple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…

A year ago, we announced our investment in Bumblebee Spaces, a company that is creating a new way to live by unlocking the third dimension in your living space. Bumblebee hopes to alleviate escalating housing costs and rapid urbanization by…

The news of Jony Ive leaving Apple came as no surprise, as he has been less involved in products over the past four years. Given Ive’s iconic contribution to Apple’s success, the takeaway from yesterday’s announcement has been largely overlooked.…

When we wrote about why Apple deserved a one trillion dollar valuation in May 2017, we argued that “design remains [Apple’s] unique core competency.” That core competency — the one thing that Apple does better than any other company —…

Apple has confirmed an Axios report that they have acquired autonomy startup Drive.ai. Apple has hired “dozens” of Drive.ai hardware and software engineers and will receive some intellectual property and hard assets, including vehicles. Drive.ai, which has been seeking a…

WWDC and Google I/O set the direction for developers for the upcoming year and give insight to the trends Apple and Google are actively moving forward. The developer conference keynotes are the newsmakers but are only one event in a…

It’s still too early to determine how the US/China trade dispute will impact Apple. That said, since the May escalation of the US/China trade and Huawei disputes, we’ve been monitoring Apple-related Chinese online media to gauge the frequency of negative…

Toys 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…