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Gene Munster
Big Tech’s AI Economic Benefit Curve
This was a big week for AI. OpenAI showed off GPT-4, a measurable step forward in terms of accuracy and creative output compared to GPT-3; Baidu announced its chatbot Ernie to mixed reviews; and Microsoft announced AI integration into the Microsoft 365 suite including Word, PowerPoint, and Excel will be available later this year. Big tech is racing to capitalize, and the economic benefit of AI will be spread across a handful of the biggest companies.
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Themes
Gene Munster
Zuckerberg Is on a Mission to Save the Metaverse
On the slim chance you haven’t heard it, this is Meta’s year of efficiency. Based on recent comments, it appears Zuckerberg has made the goal personal. I believe one of the driving reasons is for him to continue the pursuit of the metaverse he needs to improve Meta’s profitably, which will give him breathing room to invest in tech to build the metaverse and keep investors happy at the same time. Historically, it pays to bet on Zuckerberg’s mission.
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Themes
Gene Munster, Rebecca Mulberg
Redwood’s Expansion Signals Customer Engagement
I believe that the trend of globalization being replaced by onshoring is undeniable. But, it’s one thing to identify a trend and another to profit from it which gets to my central question for companies restructuring the battery supply chain:…
2-Minute Read
Redwood Materials
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Themes
Gene Munster, Rebecca Mulberg
A Potential Tweak Is in Store for the Inflation Reduction Act
The pushback that the Inflation Reduction Act is getting from European Union member states seems to be increasing. In early November, the 27 EU nations agreed that the incentives posed by the IRA could damage its economies—a concern that was…
3-Minute Read
Themes
Gene Munster, Rebecca Mulberg
Battery 101: The Beneficiaries of Electrification
In the final segment of our Battery 101 series, we highlight the companies best positioned to benefit from the electrification of everything. While we have identified around 20 companies that are well capitalized and targeting the battery space, we see…
3-Minute Read
Redwood Materials
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Themes
2022 Loup Holiday Gift Guide
Last year, we predicted a few items for this year’s gift guide: Nintendo 64 Classic Edition | $50 | We missed the mark – it did not ship. Quest Pro | $1,499 | We got the product right and the…
1-Minute Read
Themes
Gene Munster, Rebecca Mulberg
Battery 101: Battery Recycling Will Preserve the Future of EVs
In a recent interview with Ron Baron, Elon Musk said it’s likely Tesla will get into the mining and refining business in order to secure the critical elements needed for batteries. This is another reminder that demand for battery metals…
5-Minute Read
Themes
Gene Munster, Rebecca Mulberg
Battery 101: The Chess Match Behind EV Metals
For this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…
11-Minute Read
Redwood Materials
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Themes
Gene Munster, Rebecca Mulberg
Meta Anchors the Metaverse in the Future of Work
Meta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…
3-Minute Read
Augmented Reality
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Meta
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Virtual Reality
Gene Munster, Rebecca Mulberg
Battery 101: The Anode
This report on the anode is the second of our five “Battery 101” reports. The goal is to outline the key components of EV batteries and note the companies we believe will make the most profit as we shift into…
5-Minute Read
Redwood Materials
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Themes
Gene Munster, Rebecca Mulberg
Battery 101: The Cathode
We’ve written about the imminent electrification of everything and the crucial role of the battery before. New segments are being disrupted by electrification, from homes to recreational vehicles to construction equipment. Essentially, anything powered by gas today will be electric…
4-Minute Read
Redwood Materials
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Themes
Gene Munster, Rebecca Mulberg
EV Sweet Spot Is Shifting from OEMs to Batteries
The trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…
3-Minute Read
Redwood Materials
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Themes
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