Companies

At Apple’s “It’s Show Time” event, the company positioned its Services business as a natural extension of their integrated hardware + software ecosystem. Apple put a refreshing bullseye on success for Services: to enrich people’s lives. Each of the services announced…

On Friday, Lyft became the first ridesharing company to go public. By beating Uber to go public, Lyft will, to some extent, control the narrative around the US ridesharing market. That narrative will be centered around big ideas like ending…

Google unveiled Google Stadia, its cloud gaming platform, during the company’s Tuesday GDC keynote. Google Stadia enables gamers to play on any of their devices with a chrome browser and even cast them to a TV. For gamers, this means…

Our long-term confidence in the Tesla story is unchanged. What’s new is our belief that the next year will bring more challenges than we had expected. If accurate, this will weigh on shares of TSLA. Previously, we had felt that…

We have done extensive research on which smart speaker is best. The ability to understand users, correctly answer their questions, and deliver responses in natural sounding speech is usually summed up by one word: intelligence. The IQ of the assistant…

Last night Tesla announced that the Model Y would be available in 2020. This morning we published a note indicating that the timing of Model Y was later than we expected. We also said, “This timing likely implies the company is…

The Tesla Model Y event went largely as expected (see our preview here). To our surprise, Model Y initial shipments will begin in the fall of 2020, a year later than we had anticipated. This timing likely implies the company…

Tesla unveils the Model Y tonight at 8PM PT. You can watch the stream here. The Model Y is important because entering the SUV/cross over market effectively doubles Tesla’s addressable market, but we caution it will likely take two years…

Tim Cook commented in a recent interview that their impact on health will be “Apple’s greatest contribution to mankind.” While “greatest contribution” doesn’t necessarily mean “biggest business,” it may mean Apple would pursue a path toward improving primary healthcare by…

In September of last year, Volkswagen unveiled the electric vehicle platform they developed called the MEB. In a rare move in the auto-industry, they decided to open it to other manufacturers. Today, they announced the first user of the platform.…

If Facebook really wants to make its product respect time well spent, it should add a “break” feature. The way it would work is simple: After a set amount of time spent on a Facebook session, the infinite scroll stops,…

This afternoon, Tesla announced that the long-promised $35k configuration of the Model 3 is available for order immediately. This is perhaps the most significant event for the US EV market since the announcement of the Model 3 in 2016. The…