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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…

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…

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…

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…

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…

We have done extensive research on which smart speaker is best. The ability to understand users, correctly answer their questions, and deliver responses in natural sounding speech is usually summed up by one word: intelligence. The IQ of the assistant…

Virtual reality (VR) is an exciting new technology with tremendous near and long term implications for society. While not mainstream yet, VR is on its way towards becoming the next major computing platform along with augmented reality. There are now…

When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…

Google shares traded off ~3% in after-hours trading as investors weighed the benefits of impressive revenue stability (essentially 21% in each of the past 12 quarters) against the prospect of increased costs related to mobile traffic acquisition and YouTube TV…

As we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…

I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…

1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…