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Augmented Reality
Doug Clinton
Simplicity Series: Augmented Reality
Last week we wrote about simplicity as a driving force behind the world’s biggest technology offerings. We’re extending our thoughts on simplicity into a series that explores the necessity of simplicity in frontier technology. First, we’ll dive into AR.
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Audio
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Augmented Reality
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Investment Philosophy
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Loup Ventures Podcast
Gene Munster
Apple is Flush With Cash, But Don’t Expect Big M&A
Don’t expect any big M&A. Everyone is asking who Apple will acquire. The answer is: nobody. At least nobody big ($5B+). Apple announced they’re paying $38B in repatriation taxes, which implies they’re bringing $215B back to the U.S. If there…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
Loup Ventures
AR and VR: Living, Breathing Storytelling
Written by guest author Jesse Damiani, Founder and CEO at Galatea Design Story telling yesterday and in the future. For the past several millennia, our stories have lived in two dimensions. We translated our creative impulses into 2D formats—whether it…
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Augmented Reality
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Future
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Virtual Reality
Gene Munster
App Store Retains Healthy Growth, ARKit Next Gold Rush
App Store revenue grew about 30% in 2017. Apple announced App Store revenue reached $300 million on New Year’s Day 2018, a single day record. They also reported for the period of Christmas Eve to New Year’s Eve, App Store…
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Apple
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Augmented Reality
Andrew Murphy
Our First Glimpse of Magic Leap One
After a six-year wait, Magic Leap has finally released their highly anticipated headset. With almost $2 billion in funding, one of the country’s most secretive startups has been developing a mixed reality headset that is considered to be a cut above the…
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Augmented Reality
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Virtual Reality
Gene Munster
Yet Again, Apple Doubles Down on AR with Finisar Investment
Special thanks to Austin Bohlig for his work on this note. This morning Apple announced they will be investing $390M in Finisar (FNSR), which is the company’s second largest vertical-cavity-surface-emitting-laser (VCSEL) supplier. VCSEL arrays are the key technology that powers 3D sensing applications…
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Apple
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Augmented Reality
Loup Ventures
2018 Market Outlook: Who’s Winning in AR & VR?
Written by guest authors Lindsay Boyajian, Product Marketing, and Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…
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Amazon
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Apple
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Augmented Reality
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Google
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Virtual Reality
Gene Munster
Key iPhone X Supplier Receives Qualification and Meaningfully Expands Capacity
Finisar (FNSR) reported earnings for the Oct-17 quarter and the company announced they began shipping production quantities of VCSEL arrays. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood…
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Apple
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Augmented Reality
Loup Ventures
Why the Money’s on 3D and AR for Mobile
Written by guest author Matan Libis, VP of Product at WakingApp. Remember when VR headsets were going to be as ubiquitous as iPhones? The launch of Facebook’s Oculus Rift and HTC’s Vive in the spring of 2016 was met with…
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Augmented Reality
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Virtual Reality
Andrew Murphy
2017 Loup Ventures Holiday Gift Guide
Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…
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Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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iRobot
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Meta
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Robotics
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Tesla
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Virtual Reality
Gene Munster
Nvidia Foundational Player In Future of Tech; Introducing 5-Yr Model
Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Nvidia
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Virtual Reality
Doug Clinton
Eight Fun Facts About Computer Vision
Despite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…
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Artificial Intelligence
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Augmented Reality
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Future
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Virtual Reality
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