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It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…

Facebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…

Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…

Today, CEOs from Amazon, Apple, Facebook, and Google spent five hours testifying virtually before the House Judiciary Antitrust Subcommittee. Executives faced questions related to the power their companies have over a wide array of issues including fair competition, the digital…

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…

Many investors have written off VR as a niche platform destined to a similar failed outcome as 3D television. Conversely, Zuckerberg has been steadfast in his belief in the transformative power of VR, as evidenced by Facebook’s continued investments into…

Shares of Facebook are down 7% in the after-market based on Mar-19 revenue guidance slightly below consensus along with the company cautioning that privacy changes may have an impact on monetization this year. Facebook’s dominance in reach and engagement is…

Ember Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…

That’s the latest in the debate on free speech and social media platforms. Facebook has said it will not censor ads from legitimate political candidates, meaning candidates are free to lie in their Facebook ads. Facebook’s decision has led to…

All meaningful social internet platforms are worlds that merge elements of identity and reality so users can interact in a compelling way. Identity is the character that users play in the world. Reality is the shared context and understanding that…

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…

Earlier this week, we wrote about Why the Oculus Quest Marks a New Era for VR. We wanted to follow up that piece with our own review of the Oculus Quest, broken down into three parts: what we love, what…