Companies

The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…

Apple is in talks to acqui-hire the team of a well-known self-driving vehicle startup, Drive.ai, according to The Information. The company has raised $77M and was last valued around $200M. In our view, Apple is not after brand or even…

At WWDC 2019, each of Apple’s software platforms — iOS, macOS, watchOS, tvOS, and now iPadOS — took a step forward, focusing on continuity and privacy. But all of this starts with the developer. The company is making life easier…

Earlier this week, we wrote about Why the Oculus Quest Marks a New Era for VR. We wanted to follow up that piece with our own review of the Oculus Quest, broken down into three parts: what we love, what…

Apple begins its annual developer conference on Monday. We think that most of the headlines around the announcements are widely known, so we’re preemptively shifting from “preview” mode to “take away” mode. History suggests investor disappointment will follow the event…

In their first quarter as a public company, Uber reported earnings slightly ahead of expectations, with a $1.01B net loss on $3.10B in revenue. Our takeaways: 2019 will likely be an unpredictable year for Uber shares, given the company remains…

The Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…

iOS software maker Panic just reminded us how fun technology can be. The company unveiled Playdate ($149) a pocket-sized game console that comes with a “season” of 12 games that arrive weekly. And everyone is talking about it. Playdate is resonating…

Tesla shares are down 27% in the last month. At the core of this decline is investors’ heightened concern about baseline demand following the fulfillment of initial pent up demand for Model 3 and the declining tax credit. More recently,…

Qualcomm has lost a case to the FTC, effectively ruling the company has violated antitrust laws by unlawfully suppressing the market for smartphone chips and using its dominant position to overcharge for patent licensing fees. Qualcomm is appealing the decision.…

Nvidia reported April results that were essentially in-line with the Street. Shares of NVDA traded up ~2% in the aftermarket given the company reported an in-line quarter and effectively guided in-line with the Street for the first time in a…

The fear of tariffs is leading investors to make false predictions, causing distortion to the financial markets. At best, we’re a month away from an agreement, so speculation is unhealthy. We’re taking the approach of sober analysis based on what…