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Google
Gene Munster
Google’s Evolution of Search Should Increase Engagement and Revenue Growth
June quarter results showed that Search is still king at Google despite investor concerns that Bing would steal some of its momentum. In the next year, I expect Google to show the fruits of seven years of investing in AI to create a new Search experience that will increase engagement and revenue growth, a similar dynamic to what we saw a decade ago with the shift from desktop to mobile.
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Google
Gene Munster
Google Search Is Getting an AI Overhaul
At Google’s annual developer conference, the company gave long awaited details on their plans to make AI the backbone of their products. The most significant announcement is the company will overhaul the search results page, making it an important consumer AI starting point. While investors will have concerns about the upcoming decline in Google's advertising blue links, I believe the opportunity for Google to increase their reach into our lives through AI outweighs the near-term (2 years) ad revenue risks.
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Google
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Themes
Gene Munster
Google Will Respond to ChatGPT
I’m having a hard time stepping away from ChatGPT. Even with its flaws, it’s a very powerful consumer AI product. I admire how you can repeat prompts to get responses worded differently yet equally accurate. As I think about the…
6-Minute Read
Google
Doug Clinton
Asking the Best Questions
There are three big questions that I always return to when investing in companies big or small, public or private: 1. Does this solve a time, money, or meaning problem? From a first principles standpoint, time, money, and meaning are…
2-Minute Read
Apple
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Google
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Tesla
Gene Munster
The Future of Healthcare According to Big Tech
US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…
12-Minute Read
Amazon
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Apple
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Google
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Microsoft
Gene Munster
Google’s “Uncertainty” Is Encouraging
I was nervous going into Google earnings. For the past month, I’ve been expecting cautionary September guidance from big tech, with Google and Microsoft results being the first real test. Google’s June quarter was essentially inline with expectations but a…
3-Minute Read
Google
Gene Munster
The AR Race Between Apple and Google
I’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…
5-Minute Read
Apple
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Google
Gene Munster, Doug Clinton
Loup TV 154: Reading the Tea Leaves on App Store Fees; Truth Social Has A Difficult Road Ahead
Gene and Doug discuss: How the U.S Senate’s bipartisan Open App Markets Act (S. 2710) will impact our digital ecosystem. The bill was passed with a 20-2 vote by the Senate Judiciary Committee, and aims to penalize developers with what…
1-Minute Read
Apple
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Google
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Themes
Gene Munster, Doug Clinton
Loup TV 150: Google’s Privacy Settings; Paramount’s $6B Content Budget; Zuckerberg’s Metamates
Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…
1-Minute Read
Apple
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Google
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Meta
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Themes
Doug Clinton
The Most Powerful Question in Investing
This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…
5-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Philosophy
Gene Munster, Andrew Murphy
Loup TV 139: Google Reports 32% Growth; Tesla FSD Recall; Walmart-Angi
Gene and Andrew discuss: GOOGL reported Q4 earnings this afternoon with a 32% growth y/y, which is a deceleration from 41% reported last quarter. To follow in Big Tech earnings — FB will report on February 2 and AMZN on…
1-Minute Read
Google
Gene Munster, Doug Clinton
Loup TV 137: The Week Ahead
Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…
0-Minute Read
Amazon
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Apple
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Google
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Meta
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Tesla
,
Themes
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