Companies

This piece is from Steve’s Substack, Markets + Metaverse. Microsoft’s rumored $10 billion bid for Discord would be a major win for both companies. Discord, the communication platform of choice for gamers, would find a long-term, strategic partner in Microsoft.…

Today, less than 1% of homes are sold online. At Loup, we believe it’s a function of time before the majority of homeowners sell their homes online. This transition begins with consumer awareness that iBuying is even an option for…

Gene predicts Tesla will miss March quarter delivery estimates and concludes don’t read too much into it. That’s because the near-term headwinds will eventually turn into long-term tailwinds.

We’ve written in the past that Zillow’s success in iBuying is in part dependent on the credibility of the Zestimate. That’s because pricing transparency is core to the iBuying experience, given homeowners initially anchor their decision to sell based on…

Three recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back to the Autopilot safety topic. While investigations are still ongoing, it…

Gene and Andrew detail why the Mac’s two tailwinds should sustain 5% revenue growth, up from flatfish growth over the past decade.  

We believe the accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations in 2022. Mac accounts for about 12% of Apple’s overall revenue and was essentially flat in the five years…

Gene and Andrew discuss the new entrants in the US EV market, along with Tesla’s hidden charging advantage.

As part of its proposed green energy plan, the Biden Administration hopes to add 500,000 new public EV charging ports over the next four years, essentially 5x the current number. This potential infrastructure investment from the US government is considered…

Last month, Zillow CEO Rich Barton commented, “When you’re used to legacy business models it’s hard to imagine how much things will change when liquidity increases by reducing friction and increasing transparency.” We’ve seen liquidity transform other markets like Uber…

Gene and Andrew outline Apple retail changes over the past year and how it will evolve in the years to come.

Gene and Doug conclude the recent significant Zillow & Opendoor sell-off was in part triggered by margin concerns, and why Loup continues to be a long-term believer in iBuying, and remains invested in the companies.