Artificial Intelligence

Today Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…

We asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…

Shares of GOOGL are trading up ~3.5% after hours as the company is defying the law of large numbers, growing revenue by 26% y/y vs. 26% in Mar-18, 23% in FY17, and 20% in FY16. AI, for the first time,…

At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…

A year ago, we published AI Portfolio: Non-Tech Companies Making AI Investments. We’re following up to see how the portfolio performed over the last year. As a quick refresher, to build our portfolio we scraped the text of the most recent…

Yesterday, Techcrunch reported that Apple’s head of AI, John Giannandrea, will take responsibility of Siri from Craig Federighi. This formalizes our April expectation that Apple’s voice program should be moved into its AI group. Voice is currently one of the…

We’re investing in Bumblebee Spaces as a play on AI and robotics helping to solve the problem of escalating housing costs. The company has a modular ceiling system to address storage needs. Bumblebee users can store a desk, bed, closet,…

Bloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…

Neurotechnology has long been a passion for Loup Ventures because we think it represents a vast and open opportunity to improve human life via both restoration and augmentation. Brain-computer interfaces are one of the most compelling areas in the neurotech…

Today, Apple said loudly and clearly that the customer is always right. There were more new features for users than there were new tools for developers: screen time limits, monitoring, and reports, grouped notifications, Do Not Disturb at bedtime, Siri…

Apple’s annual developer conference starts next Monday, June 4th. Consistent with past WWDC’s, announcements will be software heavy. Most notably a preview of iOS 12 and the upcoming MacOS. We expect Monday’s keynote to be highlighted by extending the reach…

The New York Times reported that Apple has signed a deal with Volkswagen to manufacture electric T6 Transporter vans outfitted with Apple’s autonomous sensor suite to be used as self-driving shuttles for employees. This is significant because it plays into…