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Artificial Intelligence
Andrew Murphy, Pat Bocchicchio
The Real Motives Behind Amazon Go
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…
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Amazon
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Artificial Intelligence
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Retail
Gene Munster, Steve Van Sloun
CES: Nvidia Shifts Focus to Gaming & More Affordable Pricing
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…
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Artificial Intelligence
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Gaming
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Nvidia
Loup Ventures
Loup Ventures 2019 Tech Predictions
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…
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Amazon
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Apple
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Artificial Intelligence
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Autonomous Vehicles
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Google
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Meta
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Tech Addiction
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Tesla
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Virtual Reality
Gene Munster, Will Thompson
Insights from Amazon’s Post-Holiday Commentary
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…
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Amazon
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Artificial Intelligence
Gene Munster, Will Thompson
Annual Smart Speaker IQ Test
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,…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Microsoft
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Retail
Andrew Murphy, Will Thompson
Robot Fear Index: Increased Adoption May Be Fueling Concerns
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…
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Artificial Intelligence
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Robotics
Gene Munster, Will Thompson
“Alexa Answers” Coupling Human and Artificial Intelligence
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…
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Amazon
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Artificial Intelligence
Avery Bedows
An Investor’s Take on the Ethics of Neurotech
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…
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Artificial Intelligence
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Neurotech
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Philosophy
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Virtual Reality
Gene Munster, Will Thompson
Feedback Loup: Facebook Portal+
Earlier this month, the first ever Facebook-branded hardware device shipped. It’s a smart, hands-free video calling device with Alexa built-in called Portal. It was built with the intention of bringing friends and families closer together when they are apart. Though not…
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Artificial Intelligence
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Meta
Gene Munster, Will Thompson
Google Results: The Evolution of Search
Google shares dropped ~4% in after-hours trading. The company missed revenues by 1% and earnings were in line with expectations. This compares to the Jun-18 quarter when the company beat revenue estimates by 2% and reported earnings in line with…
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Artificial Intelligence
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Google
Gene Munster
Google’s Cancer-Detecting AI and The Future of Work
Google recently announced a milestone for its applications of deep-learning in medicine. Their algorithm for detecting metastatic breast cancer, Lymph Node Assistant (LYNA), is not only able to positively classify metastatic cancer with 99% accuracy but is also able to…
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Artificial Intelligence
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Google
Andrew Murphy
Feedback Loup: iOS Shortcuts a Push Toward Customization
If you haven’t downloaded Apple’s new Shortcuts app, you should. Apple has long been criticized for software that limits the power of the user to tweak and customize. Before there was an App Store, or even customizable wallpaper, the iPhone…
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Apple
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Artificial Intelligence
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