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Gene Munster
Google Is Betting On The Right Long-Term Trends
Following the company’s Q2 earnings release, Google shares are down 3%, based on higher traffic acquisition costs (TAC). As a percentage of revenue, TAC increased to 11.1%, up from 8.8% a year ago. We think this is a classic example…
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Artificial Intelligence
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Augmented Reality
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Google
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Virtual Reality
Loup Ventures
How the Future of Voice Search Affects Marketers Today
Written by guest author Lindsay Boyajian at Conductor Since Amazon announced its acquisition of Whole Foods, the running joke across social media has been, “Jeff Bezos said to Alexa, ‘Buy me something on Whole Foods,’ and Alexa bought Whole Foods.” This quip highlights the…
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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
Doug Clinton
Bad Culture Doesn’t Scale
The most important lesson from Uber’s travails is that bad culture doesn’t scale. Talented teams with bad culture can build fantastic businesses, but not businesses that last. A unicorn with bad culture is a unicorn with a bomb strapped to its back…
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Amazon
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Apple
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Google
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Meta
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Philosophy
Doug Clinton
Eric Schmidt is Wrong About Automation
At the Viva Tech conference in Paris, Google Chairman Eric Schmidt stated that he believes automation will create more jobs, not eliminate them. I think he’s wrong, and I hope he’s wrong. Disagreeing with the Chairman of the most advanced AI company in the…
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Artificial Intelligence
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Google
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Philosophy
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Robotics
Andrew Murphy
What Google I/O Means for Immersive Computing
This week Google hosted it’s annual I/O developer conference. On day one, the company focused on their innovation in the artificial intelligence space. On day two, they talked about new VR products. Here’s our take on what the latest out…
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Artificial Intelligence
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Autonomous Vehicles
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Google
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Virtual Reality
Gene Munster
Face Off: Siri vs. Google Assistant vs. Cortana
The importance of voice assistants in the screenless future is hard to overestimate. We see speech-driven user interfaces as a key component of the next computing paradigm, so it’s helpful to understand empirically where each platform stands today. In February, we compared…
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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
Google Earnings Reiterates AI, VR, AR Ambitions
Google CEO Sundar Pichai used tonight’s Q1 call to double-down on his “AI-first” mantra. Several areas were highlighted, where Google will lead and define its mission to organize the world’s information with machine learning. Beyond AI initiatives to enhance core…
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Artificial Intelligence
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Autonomous Vehicles
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Google
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News
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Virtual Reality
Gene Munster
Can Anyone Catch Alexa?
Amazon’s third-party developer strategy has Alexa looking like the Gingerbread Man of digital assistants. After taking over CES in January with multiple Alexa-enable devices, there’s been little pause in Alexa skills and device-enabled growth. As of this writing, we count more…
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Amazon
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Artificial Intelligence
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Google
Loup Ventures
AR Is Going to Be Apple’s Next Hit
Apple is increasingly focused on being a dominant player in augmented reality (AR), and for good reason: The future of the company depends on it. AR includes any technology that uses digital information to seamlessly enhance the real world. Over…
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Apple
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Augmented Reality
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Google
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Meta
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Microsoft
Andrew Murphy
Feedback Loup: Google Daydream
Google’s smartphone-powered VR platform, Daydream, represents the company’s most significant push to date in its effort to accelerate the adoption of VR. We’ve spent the last few weeks testing the platform with a Pixel phone and a Daydream View headset. Bottom line: Daydream isn’t there…
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Feedback Loup
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Google
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Virtual Reality
Andrew Murphy
The Five Senses of Computing
The trend in computing towards more natural user interfaces is unmistakable. Graphical user interfaces have long been dominant, but machines driven by more intuitive inputs, like touch and voice, are now mainstream. Today, audio, motion, and even our thoughts, are the basis for the…
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Amazon
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Artificial Intelligence
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Audio
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Augmented Reality
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Google
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Loup Ventures Podcast
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Virtual Reality
Gene Munster
Feedback Loup: College Panel
We recently hosted a panel of 8 college students from the University of Minnesota. The goal was to better understand how millennials think about social media, communications, video, VR, AR, the selfie generation, the future of work, and privacy. Here’s a…
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