Companies

While the timing of Tesla reaching full autonomy is still an unknown, with Elon Musk less vocal on the topic over the past six months, the company is moving forward with the initiative. Tesla made it official, launching the subscription…

Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…

It’s no surprise that chip and component shortages have extended new car delivery lead times. On top of that, the uptick in consumer spending has compounded delays. A view of when the automotive industry will reach supply demand equilibrium should…

The Great Reshuffling, which has its roots in the pandemic, is changing how and where people live and work, which in turn is changing where companies do business. It’s also impacting how brands and retailers do site selection for brick…

Tesla’s June deliveries are further evidence of a true growth story. Excluding the impact of the easy comps, the company appears to be in the slope of its growth S-curve. We believe the reason this is happening is a combination…

Gene is joined by John Wanninger, a residential real estate professional with 35 years of experience, to talk about why iBuying is flawed today and how it can gain traction in the future.

Gene is joined by Rob Maurer of Tesla Daily to outline expectations for Tesla’s June quarter deliveries, as well as making a stop in the toy department. Follow Rob on Twitter @TeslaPodcast and Tesla Daily. 

Demand for Mac and iPad over the past 12 months has been strong, propelled by the digital transformation and work- and learn-from-anywhere tailwind. On Apple’s March earnings call, management guided to a $3-4B combined headwind for these two segments in…

Enjoy recently held its analyst day as it prepares to go public via a Marquee Raine SPAC (ticker: MRAC). Loup’s an investor in Enjoy, a technology company that partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home. We see…

Real estate tech has sold off substantially over the past four months, with Zillow and Opendoor down roughly 40% and 50%, respectively. For perspective, over the same time period, FAANG is up 10% and the Nasdaq is up 3%. Apart…

The Wall Street Journal reported that Apple has an internal project codenamed “Casper,” which has explored the possibility of creating an Apple primary care network. A primary care network is a group of doctors and clinics that focus on delivering basic medical…

Zillow recently announced accuracy improvements for off-market Zestimates, which will now utilize neural networks to generate valuations. We believe historically the majority of the Zestimate used algorithms that were designed by data scientists. These algorithms are static in nature and therefore, have…