Companies

Gene is joined by mobility expert, Horace Dediu, to discuss Tesla’s future, along with his cautionary comparison to BlackBerry.

Gene is joined by Apple and mobility legend, Horace Dediu, to talk about the bigger opportunity beyond Apple car: Apple transportation.

Over the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…

Loup’s 2021 predictions are in. Our headline prediction is that Apple will be the top-performing FAANG stock in 2021. This is founded on the four factors below. Putting it together, we believe shares of AAPL will approach $200 (46% upside…

Gene and Doug believe Apple will eventually enter the auto space, which would expand the company’s addressable market by $2T. The timing and go-to-market approach is up for debate.

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

Gene and former Intel chip engineer, Zheng Li, discuss why Apple’s M1 lays the groundwork for what has been elusive until now for the Mac business: long-term market share gains.

Adding to the DOJ’s October antitrust lawsuit, Google was served two new complaints from coalitions of states claiming additional antitrust behavior. There are, of course, many unknowns in terms of how they will play out. What’s clear is these lawsuits…

Gene and Andrew compare Apple Fitness + to Peloton, and outline why the new service will create a halo with other Apple products.

It’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…

Gene and Doug discuss Facebook’s worst possible outcome from the FTC antitrust lawsuit: the company’s long-term product roadmap is diluted.