Apple

Dear Snap, Inc., Congratulations on your S-1 filing this past week.  It’s a great accomplishment as a company and great for the tech industry.  During our 35+ collective years as stock analysts, we’ve helped a lot of companies go public.…

As the company that helped pioneer our mobile-first world, Apple’s results from the quarter ending in Dec. 2016 tell us a lot about where the world is going. In short: we still live in a mobile-first world, but the company is…

Key Message from Google’s Earnings Call: AI-First. On tonight’s Q4 earnings call, Google CEO Sundar Pichai reiterated that we are quickly moving from a mobile-first world to an AI-first one.

Like many in the tech space, we believe robotics is changing the nature of work; however, public perception of robots is still a question mark. We developed our Robot Fear Index to measure and track the average consumer’s perception of robots. We…

As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…

Apple reports Dec-16 quarterly results on January 31st. We continue to be positive on the Apple story, given our thoughts on iPhone X and the features we expect to advance Apple’s lead in AR-enabled devices. We expect Apple’s Dec-16 quarter/Mar-17 guide…

Yesterday, we talked about the steps forward that Apple took with the iPhone 7 and iPhone 7 Plus. In short: we see Apple building a competitive advantage in augmented reality (AR). The dual lens camera is a precursor to greater…

When Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…

We’ve been talking a lot about digital assistants lately. They were a big theme at CES and a recent survey of ours showed that US consumers view digital assistants as the fourth most frustrating tech product, behind devices, poor Internet…

Apple’s news release on App Store sales earlier today implies they generated $78M in App Store gross sales per day in 2016. We would have estimated New Year’s Day sales would gross about 30% more than an average day, or…

Alexa – you can’t live with her, you can’t live without her. Digital assistants are some of the most widely used and convenient technologies, but also some of the most frustrating tech we use. We can confirm that Alexa is “everywhere” at CES, now…