Artificial Intelligence

We continue to believe the Model 3 will be the most important catalyst to the world’s adoption of EV and autonomous driving. And we expect it to play a big role in commercializing and consumerizing AI and robotics technologies. Heading…

We are publishing our Tesla model with forecasts out to 2023. We’re believers that Tesla will play a central role in two upcoming paradigm shifts: 1) EV and autonomous transportation, and 2) renewable energy – driven by Tesla’s core competencies…

Following the company’s Q2 earnings release, Google shares are down 3%, based on higher traffic acquisition costs (TAC). As a percentage of revenue, TAC increased to 11.1%, up from 8.8% a year ago. We think this is a classic example…

Special thanks to David Kroger, Steve Van Sloun, and Austin Bohlig for their work on the Non-Tech AI Portfolio.

This note was originally published on Barron’s. Over the next several decades, human labor will be augmented then replaced by robots.

If we had to sum up our investment approach in one word, it would be non-incremental. Venture capital is a power law game: the vast majority of venture returns come only from a few investments. We believe we have to…

We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. In 2017, our model concluded that…

Written by guest author Lindsay Boyajian at Conductor Since Amazon announced its acquisition of Whole Foods, the running joke across social media has been, “Jeff Bezos said to Alexa, ‘Buy me something on Whole Foods,’ and Alexa bought Whole Foods.” This quip highlights the…

We recently published a six-part series on the future of robotics including a detailed outlook through 2025 on the five major robotics categories: Industrial, Commercial, Domestic, Military, and Social. Each part highlighted our thesis, outlook and market size for each category of robotics hardware, but…

At the Viva Tech conference in Paris, Google Chairman Eric Schmidt stated that he believes automation will create more jobs, not eliminate them. I think he’s wrong, and I hope he’s wrong. Disagreeing with the Chairman of the most advanced AI company in the…

In an interview with Bloomberg, Apple CEO Tim Cook confirmed Project Titan, Apple’s car project. Cook referred to this as “the mother of all AI projects.” While the project hasn’t been a well-kept secret, Apple’s public confirmation is noteworthy. Cook…

This is the sixth post in a six-part series we’ve published on the future of robotics. Every day this week, we’ve published a detailed outlook on a category within the robotics market including details on our thesis, outlook and market size for each category.…