Companies

While WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It’s their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as…

We surveyed the cost of food delivery services over the past three months and, unsurprisingly, found that the costs and premiums paid to use these services have both increased. Methodology We surveyed ten meals delivered in Minneapolis across three major…

The recent 8% bear market rally in the Nasdaq doesn’t hide what Amazon investors have faced over the past six months: a 35% decline. That decline compares to the Nasdaq down 23% over the same period. Underlying this gap is…

We recently surveyed eleven car manufacturers that sell electric vehicles (EVs) in the U.S., including Tesla, Hyundai, Ford, Nissan, Chevrolet, Volvo, Rivian, Audi, Jaguar, BMW, and Porsche. We found that only three out of the eleven provide an estimated delivery…

Gene and Andrew discuss a recent report that Apple’s Board of Directors has seen a preview of the company’s MR headset project, and answer two keys questions: What will they do with it and, when we will see it?

From mid-November 2021 to May 19th, we have been tracking lead times at Apple for nine products in six countries. We’ve found that lead times for 8 of the 9 products have been essentially stable over the past month. It’s…

I’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…

Most software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8.…

Gene and Rebecca discuss Apple’s March quarter and June outlook, including underlying demand and of course, the supply chain.

Supply constraints. It seems like that’s the only topic on the minds of Apple investors these days. In fact, it’s nothing new. Since the launch of the iPod twenty years ago, navigating the theme of product availability has been an…

It’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional car makers. But that’s just the beginning. The…

Gene and Andrew discuss the most important tech events for the week ending on April 8th. Musk’s investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he’s now a…