Companies

Gene and Andrew talk about what to look for from the company’s anticipated 5G iPhone 12 lineup, including a smaller form factor iPhone 12 mini.

At its upcoming ‘Hi, Speed’ event on October 13, Apple is expected to unveil its first lineup of 5G iPhones. As the company continues to grow its Services segment, the iPhone remains key to Apple’s success, accounting for around half…

Unity is on the road to becoming the next great creative software company. Since going public in mid-September, shares of Unity are up more than 60% from the issue price. The company currently trades at a $26.2 billion market cap.…

Tesla delivered 139,300 vehicles (up 43% y/y) and produced 145,036 vehicles (up 51%) in the most recent September quarter. As a reminder, the company’s 2020 delivery target is 500k vehicles, which would imply 181k deliveries in the December quarter. We…

Gene and Andrew discuss the origins of Prime Day, its financial impact to Amazon, and why it matters for investors.

Unity went public last Friday through a unique twist on the traditional IPO process. Instead of allowing the bookrunning banks to price and allocate IPO shares, Unity maintained control of the book and set the final price of shares before…

At its virtual product launch event, Amazon unveiled more than a dozen new or updated hardware/service offerings. While Alexa remains the cornerstone of Amazon’s hardware strategy, the event emphasized the company’s increasing ambitions around security and gaming. Seven of the…

Tesla’s Battery Day is a wrap. Gene and Andrew discuss why it missed the mark for near-term investors and delivered the goods for long-term investors.

Tesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…

We expect two key takeaways from tomorrow’s Battery Day. First, the company will frame in how to it expects to ramp vehicle production from 500k per year to 15m per year in the next decade. Second, Battery Day should show…

Elon Musk has said September 22 will be “one of the most exciting days in Tesla history,” with the company expected to unveil developments around their battery technology, among other things. The updates from Battery Day will likely soften some…

Its official, Unity is public. Doug and Gene discuss what the company does, why we’re favorable on the company as a long term investment, and what the recent IPO means for the broader tech space. Note: Loup Ventures owns shares…