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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…
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Apple
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Google
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Tesla
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Venture Capital
Gene Munster, Will Thompson
Annual Digital Assistant IQ Test
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…
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Amazon
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Apple
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Artificial Intelligence
,
Google
Doug Clinton, Steve Van Sloun
Gamer Survey: Low Initial Interest in Cloud Gaming
Google Stadia and Microsoft’s xCloud gaming services are coming later this year. These are major events for how games will be distributed and played in the future. To get a better sense of consumer interest in game streaming, we surveyed…
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Gaming
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Google
,
Microsoft
Loup Ventures
Mid-Year Update on Our 2019 Predictions
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…
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Amazon
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Apple
,
Google
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Lyft
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Meta
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Netflix
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Tech Addiction
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Tesla
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Uber
,
Virtual Reality
Gene Munster
Apple & Google’s Vision of the Future Contrasted by Developer Resources
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…
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Apple
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Artificial Intelligence
,
Google
Gene Munster, Will Thompson
CarPlay Quietly Shifts from First to Second Gear
Lost in the breadth of this year’s WWDC announcements was an update to CarPlay. That’s to be expected, given just under 1 minute of the 136-minute keynote and only 1 of 153 developer sessions were related to CarPlay. Despite the…
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Apple
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Autonomous Vehicles
,
Google
Gene Munster, Will Thompson
Smart Speaker Macro-Model Update
We’re updating our estimates for stand-alone smart speakers and tuning our model based on more historical sales figures. Bottom line: this market remains in high growth mode. We estimate more than one-third of all US households will have a smart…
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Amazon
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Apple
,
Artificial Intelligence
,
Google
Andrew Murphy
Frontier Tech Spotlight: Ways to Play Autonomous Vehicles
The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…
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Apple
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Autonomous Vehicles
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Frontier Tech
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Google
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Index
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Tesla
Gene Munster
Looking Ahead to Takeaways From WWDC
Apple begins its annual developer conference on Monday. We think that most of the headlines around the announcements are widely known, so we’re preemptively shifting from “preview” mode to “take away” mode. History suggests investor disappointment will follow the event…
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Amazon
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Apple
,
Artificial Intelligence
,
Google
Andrew Murphy
Why Everyone Is Talking About Playdate
iOS software maker Panic just reminded us how fun technology can be. The company unveiled Playdate ($149) a pocket-sized game console that comes with a “season” of 12 games that arrive weekly. And everyone is talking about it. Playdate is resonating…
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Apple
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Gaming
,
Google
,
Microsoft
Gene Munster, Will Thompson
Google’s Growth Opportunity Intact Despite Choppy Revenue
Google shares traded off ~7% in after-hours trading after reporting soft top-line results and expectations for continued FX headwinds. Separately, deceleration of paid clicks growth from 66% to 39% is likely viewed as a directional negative, given the preference toward…
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Artificial Intelligence
,
Google
Doug Clinton, Steve Van Sloun
Google Enters Gaming, Unveils Google Stadia
Google unveiled Google Stadia, its cloud gaming platform, during the company’s Tuesday GDC keynote. Google Stadia enables gamers to play on any of their devices with a chrome browser and even cast them to a TV. For gamers, this means…
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Gaming
,
Google
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