Skip to content
Products
Insights
Venture Capital
Public Equities
Team
Search
Search
Submit
×
Close search
Augmented Reality
Gene Munster
Commerce-at-Home Central to Apple’s AR Ambitions
There’s a long shot Apple previews a mixed reality (MR) headset at WWDC next week. Whether or not it’s previewed doesn’t change the high probability that Apple will eventually launch an MR and AR headset. Today, AR/MR headset adoption is so…
Read more
Apple
,
Augmented Reality
,
Virtual Reality
Gene Munster
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…
Read more
Apple
,
Augmented Reality
,
Virtual Reality
Gene Munster
Apple Readies to Pioneer AR Evolution
When we started Loup four years ago, AR was an enabling technology we believed would be transformational over the next decade. It’s made progress since then, with enterprise AR use cases beginning to materialize, along with continued commitment and investment…
Read more
Apple
,
Augmented Reality
,
Google
,
Meta
,
Microsoft
,
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.
Read more
Apple
,
Augmented Reality
,
Deepwater TV
,
Virtual Reality
Gene Munster
Loup TV 037: Fallon’s AR Advertising Bet
Greg Swan heads digital at Fallon Worldwide and joins Gene to talk about his bet on the future of augmented reality advertising.
Read more
Augmented Reality
,
Deepwater TV
,
Themes
Gene Munster
Don’t Give up on AR
It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…
Read more
Amazon
,
Apple
,
Augmented Reality
,
Google
,
Meta
,
Microsoft
,
Snapchat
Gene Munster
The Dilemma of Screens Moving Closer to Our Eyes
From movie theaters in the 1930s to living room TVs in the ’50s; from desktop computers in the ’80s to mobile phones in our pockets today, screens have moved increasingly closer to our eyes. In that time span, the average…
Read more
Augmented Reality
,
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…
Read more
Augmented Reality
,
Gaming
,
Unity
,
Virtual Reality
Gene Munster
Facebook’s Big Long-Term Bet
Facebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…
Read more
Augmented Reality
,
Meta
,
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…
Read more
Augmented Reality
,
Gaming
,
Unity
,
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…
Read more
Augmented Reality
,
Gaming
,
Meta
,
Virtual Reality
Gene Munster, Will Thompson
iPhone 5G Roadmap: One Step Back, Three Steps Forward
We believe Apple will be one of 5G’s biggest beneficiaries. The company has potentially four initiatives that will benefit from 5G: iPhone, augmented reality, healthcare, and the long shot wild card of autonomous vehicles. While multiple Apple segments will gain,…
Read more
Apple
,
Augmented Reality
Load More
Back To Top
Search
Submit