Artificial Intelligence

The year of efficiency is already working as evidenced by March revenue exceeding estimates by 2% and EPS by 9%. The efficiency page will turn, and investors will soon be thinking about 2024, when the company’s opportunity in AI will be anchored by its current impressive DAU growth. That combo should start a flywheel of AI driving engagement and ultimately increasing revenue growth.

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Earlier this week, Social Capital published its Annual Letter. In the letter, Chamath Palihapitiya, founder of Social Capital, details his viewpoint on why Big Tech should be broken up and how. I enjoy reading Palihapitiya’s letter every year, but I take…

The end of the war is a long way off, but Amazon has just won another battle for the future of retail. The company recently announced the opening of Go Grocery, a first-of-its-kind large format automated retail store in downtown…

Automation is poised to be the defining theme of the 2020s. The time is now because of the confluence of advancements in deep learning, information collection via powerful sensors, and hardware able to calculate real-time judgments on that information to…

Investing in Nvidia has been a rollercoaster. We believe revenue growth will reaccelerate over the next 12 months to 30% plus after being down an average of 17% over the past three quarters. The company is entering a year of…

Amazon exceeded high expectations from the tech community with a slew of new hardware announcements: the Echo device lineup extended to earbuds, eyeglasses, and a ring. Here are our takeaways along with some data that sheds light on the voice…

We love companies that leverage disruptive technologies to solve real customer challenges. The Pharma industry faces many challenges, many of which stem from the cost of drugs. They’re an easy target for politicians and an under-insured public. To the extent…

We recently asked the leading digital assistants, Google Assistant, Siri, and Alexa, 800 questions each. Google Assistant was able to correctly answer 93% of them vs. Siri at 83% and Alexa at 80%. Each platform saw improvements across the board…

As anyone who holds at least one ear to the neurotechnology world undoubtedly knows, Elon took the stage on Tuesday night at the California Academy of Sciences to deliver an Elonian exposé on Neuralink’s progress over the last two years.…

A year ago, we announced our investment in Bumblebee Spaces, a company that is creating a new way to live by unlocking the third dimension in your living space. Bumblebee hopes to alleviate escalating housing costs and rapid urbanization by…

WWDC and Google I/O set the direction for developers for the upcoming year and give insight to the trends Apple and Google are actively moving forward. The developer conference keynotes are the newsmakers but are only one event in a…