Companies

Gene, Doug and Will talk about why Zillow and Opendoor are well-positioned to capitalize on the next massive market transformation: iBuying. Loup is an investor in Zillow and Opendoor.

Residential real estate represents one of the largest markets that is virtually untouched by technology today. There are about 140M homes in the US, with a combined value of $33.6T. Each year there are roughly 5.4M residential real estate transactions, triggering…

Andrew and Gene discuss Apple’s mixed reality headset ambitions, as reported by The Information.

Gene and Doug talk about why upcoming changes to iOS have added tension to the Apple and Facebook relationship and what it means long term.

From 2017 to 2020, Tesla’s global fleet of vehicles has grown by 390%, from 280k vehicles to about 1.4m. Over the same period, the company’s stock of Service Centers has grown about 90%. This mismatch has at times led to…

Gene and Andrew talk Tesla quarterly earnings recap, product launches, and what this means for investors in the near-term and long-term.

Andrew and Gene talk Apple’s quarterly earnings results, the accelerating digital transformation, and why Apple will continue to benefit long-term.

The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but will be more transformative in the end than most appreciate. This reality will undoubtedly create near-term volatility in shares of Tesla.…

Apple reported December quarter results above Street expectations, with overall revenue up 21% compared to Street expectations of 12%. There’s evidence of this accelerating digital transformation in the fact that the upside was driven by nearly every product category (Mac…

Gene’s joined by Matt Joyce (independent Tesla analyst) to preview Tesla’s December quarter to be reported on Wednesday, January 27th. Follow Matt on Twitter @matty_mogul.

Apple will report December quarter results on Wednesday, January 27th. We expect the December quarter to exceed Street estimates, highlighted with revenue growth of 19% y/y compared to the Street at 12%. While the numbers will have some noise—given the…

Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.