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Artificial Intelligence
Andrew Murphy
Frontier Tech Tracker: Q1 2019
This piece marks the first in a quarterly series to track the progress of frontier tech, as measured by the Loup Frontier Tech Index. The index tracks the performance of publicly-traded companies that influence the future of technology including AI,…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Frontier Tech
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Index
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iRobot
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Robotics
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Tesla
Gene Munster
AT&T’s 5GE Is Largely Marketing Hype
AT&T recently rolled out a limited 5G Evolution (5GE) network in Minneapolis in combination with its sponsorship of the Final Four. We tested the network and found only modest improvements in network speeds. Given AT&T’s 5GE marketing hype, we’re disappointed…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
Gene Munster, Will Thompson
Why Amazon’s AirPods Competitor Won’t Compete
Bloomberg recently reported that Amazon is planning an Alexa-based rival to Apple’s AirPods in an attempt to get Alexa out of the home and into the world. Thus far, Amazon’s device efforts have been muted because they don’t own an…
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Amazon
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Apple
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Artificial Intelligence
Gene Munster
Amazon Alexa vs. Google Assistant: A Developer’s Comparison
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…
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Amazon
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Artificial Intelligence
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Google
Gene Munster, Will Thompson
Apple’s Healthcare Roadmap
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…
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Apple
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Artificial Intelligence
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Health
Andrew Murphy
Frontier Tech Spotlight: Baidu’s Work on Autonomous Vehicles
The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…
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Artificial Intelligence
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Autonomous Vehicles
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Frontier Tech
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Index
Gene Munster, Will Thompson
5G Tide to Lift Apple
The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Gaming
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Virtual Reality
Gene Munster, Steve Van Sloun
Nvidia: FY20 Outlook Too Aggressive
Shares of NVDA are trading up 5% after hours, as final results for Jan-19 were in-line with the disappointing pre-announcement. While we are believers in the Nvidia story and expect the company to be one of the more notable winners…
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Artificial Intelligence
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Cryptocurrency
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Gaming
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Nvidia
Gene Munster, Pat Bocchicchio
Lyft Is Showing Us the Future of Augmented Reality
When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Meta
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Microsoft
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Snapchat
Gene Munster, Steve Van Sloun
Google Will Remain Oxygen of the Internet
Google shares traded off ~3% in after-hours trading as investors weighed the benefits of impressive revenue stability (essentially 21% in each of the past 12 quarters) against the prospect of increased costs related to mobile traffic acquisition and YouTube TV…
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Artificial Intelligence
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Google
Andrew Murphy
AI’s Quest to Deliver Empathy
As we exit the information age and enter the automation age, concern has (justifiably) arisen around the topic of disruption in the labor market. What human jobs will be replaced? We consider that question from the standpoint of labor specialization.…
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Artificial Intelligence
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Future
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Robotics
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Startup
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Venture Portfolio
Gene Munster, Steve Van Sloun
Nvidia Woes Continue
Shares of Nvidia are down 15% after the company lowered its guidance for the fourth quarter. Full Jan-19 results will be reported on February 14th. Nvidia pre-announced Jan-19 results 19% below the Street. ($2.7B to $2.2B). This miss is particularly…
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Artificial Intelligence
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Gaming
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Nvidia
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