Artificial Intelligence

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…

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…

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.…

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…

A few days ago, we saw interesting research from RBC Analysts forecasting Amazon’s Go stores to be a $4.5 billion business by 2021. RBC’s work aligns with our $50B estimate for the total automated retail space, implying a 9% share…

At Nvidia’s CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models from all major OEMs. The three key takeaways are: The company has shifted its CES focus back to gaming, with the new…

1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…

Amazon published its annual post-holiday press release today. While the 1900-word release provided few concrete data points related to the Dec-18 quarter, it offered a handful of notable insights: The upbeat tone, as denoted by the “record-breaking holiday season” language, runs…

We recently tested four smart speakers by asking Alexa, Siri, Google Assistant, and Cortana 800 questions each. Google Assistant was able to answer 88% of them correctly vs. Siri at 75%, Alexa at 73%, and Cortana at 63%. Last year,…

Like many in the tech space, we believe robotics is changing the nature of work. However, public perception of robots is still a question mark. We developed our Robot Fear Index to measure and track the average consumer’s perception of robots. We…

Amazon announced today that it is testing Alexa Answers, a program that crowdsources responses to questions that Alexa currently doesn’t have answers to. One of the principal issues with voice assistants is that they can do a lot, but not…

A while back, I laid out an argument for why I think neurotechnology is an important and compelling field: it entails investigating, fixing, and enhancing the brain—the substrate of human phenomenological existence. Here, I want to discuss the ethics of…