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Artificial Intelligence
Gene Munster
Nvidia Foundational Player In Future of Tech; Introducing 5-Yr Model
Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Nvidia
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Virtual Reality
Gene Munster
HomePod Delay Suggests Siri Integration is Harder than Expected
Apple announced today that it will not release the HomePod in December as planned – delaying the launch until “early 2018” instead. We believe that Siri integration – and, more broadly, digital assistant hardware – is more challenging than our…
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Artificial Intelligence
Andrew Murphy
Waymo Unleashes Autonomous Cars – Now Must Earn Public’s Trust
On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…
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Artificial Intelligence
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Autonomous Vehicles
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Google
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Robotics
Gene Munster
Nvidia Weighs In on Timing for Seismic Tech Shifts
Nvidia Corporation beat earnings today, posting revenues of $2.64B ($2.36B est.), up 32% y/y. Nvidia also posted $1.33 EPS ($0.94 est.) an increase of 60% y/y. In addition, Nvidia is raising its quarterly cash dividend 7 percent to $0.15 per…
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Artificial Intelligence
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Nvidia
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Virtual Reality
Doug Clinton
Eight Fun Facts About Computer Vision
Despite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…
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Artificial Intelligence
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Augmented Reality
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Future
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Virtual Reality
Andrew Murphy
Robot Fear Index: 30.9
Consumer adoption of artificial intelligence and robotics is already quite broad, and yet, fear of robots is also pervasive. We fear that they’ll replace our jobs or somehow overthrow us; and to be blunt, those fears are valid. That said,…
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Artificial Intelligence
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iRobot
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Robotics
Gene Munster
Google Earnings: Moving the Ball Forward on AI
A thought on the quarter. Google reported Sept-17 results tonight highlighted by 24% fxn revenue growth, comparable to 2016 growth and above 2015 which was 20%. It’s worth taking a step back to recall investors concern from 2 years ago that…
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Artificial Intelligence
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Google
Loup Ventures
The Rise of B2C CRM & Personalization: Retailers Combat Convenience
Written by guest author Carlos Castelan, Chief Strategy Officer at Conlego. In The Future of Retail, Loup Ventures laid out a vision for the future of retail amidst the continuing consumer shift from offline retail shopping to online. To combat…
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Artificial Intelligence
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Future
Andrew Murphy
Don’t Underestimate the Importance of 3D Mapping for Autonomy
As you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…
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Artificial Intelligence
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Google
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Robotics
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Tesla
Austin Bohlig
UTM Deep Dive: A Multi-Billion Dollar Market You Can’t Ignore
Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. We recently had Jim Williams, who has deep expertise on the subject, guest author a piece about…
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Amazon
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Artificial Intelligence
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Robotics
Gene Munster
Google’s Hardware Push: Ubiquitous AI
Yesterday, Google released eight devices that all screamed a single message – Google’s hardware ambitions are both serious and AI-centric. Google is doubling down on hardware, as a means to democratize the use of AI. The company has recently poured…
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Amazon
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Apple
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Artificial Intelligence
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Google
Gene Munster
Amazon Flooding Smart Speaker Market
With the smart speaker market still comfortably in its youth, and voice as a computing interface just beginning to take hold, no one is sure what the best use cases for the technology are, or what the device that best…
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Amazon
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Apple
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Artificial Intelligence
,
Google
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