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Google
Andrew Murphy
Google I/O: The Pendulum Swings
The pendulum has swung. Perhaps this is a product of being 10+ years into the smartphone cycle. In the past, we walked away from developer conferences with lots of new products and features. Now, there is a greater focus on privacy, user…
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Artificial Intelligence
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Google
Gene Munster
Comforting Confirmation around Separation of Google’s Search and Privacy
Google reported Mar-18 results effectively in-line with the Street. The company does not provide guidance. Most notable on the earnings call was CEO Sundar Pichai’s comment that search (90% of Google’s revenue) relies heavily on keywords and less on private data,…
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Artificial Intelligence
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Autonomous Vehicles
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Google
Gene Munster
Seeing The Road Ahead: The Undervalued Self-Driving Asset of Data
This is the 4th in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…
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Autonomous Vehicles
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Google
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Tesla
Gene Munster
Adrenaline Shots for Apple AI
Apple has been criticized for not doing enough in AI. Two recent announcements show the company is closing the gap. In the past two weeks, the company has announced the hiring of Google’s AI head, and an AI partnership with…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Microsoft
Gene Munster
Apple’s AI Coup
Apple has hired John Giannandrea who formerly served as Google’s head of AI and Search. Given the industry’s shortage of AI talent, Giannandrea brings expertise along with credibility, critical in recruiting. Giannandrea will likely be working on AI-powered interfaces that…
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Apple
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Artificial Intelligence
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Google
How To Think About Recent Volatility in Tech
Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Meta
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Nvidia
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Retail
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Robotics
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Tesla
Gene Munster
Smart Speaker Satisfaction High, but It’s Early Days
We recently surveyed 520 US consumers about smart speakers and found that 89% of respondents were satisfied with them. A closer look at the results reveals the reason for this high satisfaction; early use cases are simple (Music, weather, general…
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Amazon
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Apple
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Artificial Intelligence
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Google
,
Microsoft
Gene Munster
We Ran HomePod Through the Smart Speaker Gauntlet
Conclusion Yesterday, we put HomePod through the smart speaker gauntlet which included 782 queries along with comprehensive tests of sound quality and ease of use. Our methodology was comprised of 3 HomePods being tested throughout the day by the Loup…
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Amazon
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Apple
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Artificial Intelligence
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Google
Gene Munster
Google Stays Focused on AI Theme
AI-First. We start with artificial intelligence, as Sundar has done the last five consecutive quarters. He continues to make it more than apparent that AI is essential to Google’s vision and will be a key component of their products and…
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Artificial Intelligence
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Autonomous Vehicles
,
Google
Loup Ventures
8 Tech Predictions for 2018
Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…
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Amazon
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Apple
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Artificial Intelligence
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Cryptocurrency
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Google
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Tesla
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Virtual Reality
Loup Ventures
Face Off Part 3 – Echo vs. Google Home vs. Cortana
Smart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…
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Amazon
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Apple
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Artificial Intelligence
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Google
,
Microsoft
Loup Ventures
2018 Market Outlook: Who’s Winning in AR & VR?
Written by guest authors Lindsay Boyajian, Product Marketing, and Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…
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Amazon
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Apple
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Augmented Reality
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Google
,
Virtual Reality
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