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Artificial Intelligence
Gene Munster
Comparing Fake Account Detection on Facebook and Twitter
Tomorrow, Facebook and Twitter will testify in front of the Senate regarding the use of their platforms to influence elections. Fake accounts are the starting point for bad actors to operate on social media. To compare how effective Twitter and…
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Artificial Intelligence
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Meta
Doug Clinton
011 – E.J. Chichilnisky
Dr. E.J. Chichilnisky is a Professor of Neurosurgery at Stanford University, where he and his lab are developing a retinal prosthesis. E.J. completed his B.S. in Mathematics at Princeton University, and his Masters in Mathematics and Ph.D. in Neuroscience at…
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Artificial Intelligence
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Neurotech
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Neurotech Podcast
Gene Munster, Steve Van Sloun
Nvidia Unveils the Holy Grail of Computer Graphics
During Gamescom 2018, Nvidia introduced its new GeForce RTX product line — three graphics cards ($499-$999) based on its new Turing architecture. Nvidia CEO Jensen Huang called the line’s primary innovation, real-time ray tracing, the “holy grail of computer graphics.”…
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Artificial Intelligence
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Gaming
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Nvidia
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Virtual Reality
Gene Munster, Steve Van Sloun
Nvidia – Crypto Stings, Big Picture Intact
Shares of NVDA are down 5% after-hours. The company missed expectations in its OEM and IP segment as the decline in crypto pricing triggered softening demand for crypto-mining hardware. While crypto drives just ~3% of revenue, the miss in the…
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Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Gaming
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Nvidia
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Tesla
Gene Munster, Austin Bohlig
Food Safety, Sustainability and Frontier Tech Leading an Evolution in Agriculture
Due to advancements in technology, as well as consumers’ growing appetite for locally grown leafy greens and vegetables that are both high in nutritional value and come with improved taste, an evolution is underway in the agriculture space. This is…
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Artificial Intelligence
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Robotics
Gene Munster
$1,000,000,000,000 and Beyond
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…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
Gene Munster, Will Thompson
Annual Digital Assistant IQ Test – Siri, Google Assistant, Alexa, Cortana
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…
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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
Gene Munster
Google Earnings: AI Starting to Move the Needle
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,…
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Artificial Intelligence
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Google
Loup Ventures
Launching the Loup Frontier Tech Index
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.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
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Nvidia
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Robotics
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Tesla
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Themes
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Virtual Reality
Doug Clinton
AI Portfolio One Year Later
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…
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Artificial Intelligence
Gene Munster
Apple Continues to Signal Importance of AI
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…
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Apple
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Artificial Intelligence
Gene Munster
Investing in Bumblebee Spaces
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,…
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Artificial Intelligence
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Robotics
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Startup
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Venture Portfolio
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