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Augmented Reality
Gene Munster, Rebecca Mulberg
Meta Anchors the Metaverse in the Future of Work
Meta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…
3-Minute Read
Augmented Reality
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Meta
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Virtual Reality
Gene Munster, Doug Clinton
Loup TV 120: Facebook’s VR Bet; GameStop Goes NFT; Chrysler’s EV Hail Mary
Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…
1-Minute Read
Apple
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Augmented Reality
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Augmented Reality
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Autonomous Vehicles
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Deepwater TV
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Future
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Future of Work
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Meta
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Technology
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Tesla
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Themes
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Virtual Reality
Gene Munster, Doug Clinton
Loup TV 113: Dorsey’s Entertaining Web 3.0 Comments
Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.
0-Minute Read
Augmented Reality
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Blockchain
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Contrarian Mindset
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Cryptocurrency
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Deepwater TV
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Meta
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Twitter
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Virtual Reality
Gene Munster, Andrew Murphy
Loup TV 108: Facebook’s Name Change Is a Big Deal
Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.
0-Minute Read
Apple
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Augmented Reality
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Deepwater TV
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Meta
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Virtual Reality
Gene Munster, David Stokman
Facebook’s Dedication to Building the Metaverse is Undeniable
Earlier this week, Facebook announced that Andrew Bosworth, the current head of Facebook Reality Labs (hardware and VR division), will become the company’s CTO, reporting directly to Mark Zuckerberg. Bosworth will replace Mike Schroepfer, who is moving to a senior…
3-Minute Read
Augmented Reality
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Meta
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Virtual Reality
Gene Munster, Andrew Murphy
Loup TV 091: Apple’s Mixed Reality Goggles Timeline
Gene and Andrew discuss the timing of Apple’s mixed reality headset and lean on pattern recognition to predict when the product is launched.
0-Minute Read
Apple
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Augmented Reality
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Deepwater TV
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Virtual Reality
Gene Munster, David Stokman
Previewing WWDC 2021
Apple’s annual Worldwide Developers Conference (WWDC) will take place June 7-11. The event is a time for the company to preview its software updates to developers, alongside the occasional hardware update. Below we’ve outlined what we expect Apple to announce…
4-Minute Read
Apple
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Augmented Reality
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Virtual Reality
Gene Munster, Andrew Murphy
Loup TV 050: Apple’s VR Project
Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.
0-Minute Read
Apple
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Augmented Reality
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Deepwater TV
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Virtual Reality
Doug Clinton, Steve Van Sloun
Unity: The Next Great Creative Software Company
Earlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…
18-Minute Read
Augmented Reality
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Gaming
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Unity
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Virtual Reality
Doug Clinton, Steve Van Sloun
Game Development Software: Picks and Shovels for the 3D Rush
Gaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…
8-Minute Read
Augmented Reality
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Gaming
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Unity
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Virtual Reality
Gene Munster, Will Thompson
Facebook Entering Chapter of Navigating Privacy Impact
Shares of Facebook are down 7% in the after-market based on Mar-19 revenue guidance slightly below consensus along with the company cautioning that privacy changes may have an impact on monetization this year. Facebook’s dominance in reach and engagement is…
2-Minute Read
Augmented Reality
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Gaming
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Meta
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Virtual Reality
Gene Munster, Andrew Murphy
Frontdoor Is Moving Home Services Forward with Streem
It’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…
2-Minute Read
Apple
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Augmented Reality
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Portfolio Company
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