Autonomous Vehicles

Tesla is now the world’s most valuable auto company. With a market cap of $185 billion Tesla edges slightly above Toyota’s $177 billion valuation, based in part on the company’s dominant market share of EVs in the US (about 80%). …

Automation is poised to be the defining theme of the 2020s. The time is now because of the confluence of advancements in deep learning, information collection via powerful sensors, and hardware able to calculate real-time judgments on that information to…

Tesla shares are up 20% today following a 45% move over the previous month.  The most recent share price surge is attributed to a combination of two factors: short-covering and greater investor optimism that Tesla is a tech company that…

The recent move in shares of TSLA (up 30% in the past month) has largely been driven by short sellers covering positions based on the emerging consensus that Tesla will stay in business long-term. That said, Tesla has not won…

Investing in Nvidia has been a rollercoaster. We believe revenue growth will reaccelerate over the next 12 months to 30% plus after being down an average of 17% over the past three quarters. The company is entering a year of…

The SoftBank and WeWork debacle has huge implications on the late-stage funding landscape and may cause SoftBank to adjust their strategy. Doug and Gene discuss WeWork, the pros and cons of public vs. private, how to value autonomy, and the…

In September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…

We recently surveyed 500 US consumers about their intent to purchase and perception of electric vehicles. The results, on the whole, show a lower-than-expected excitement level about EVs and the persistence of common misconceptions about owning EVs. 78% of consumers…

Apple has confirmed an Axios report that they have acquired autonomy startup Drive.ai. Apple has hired “dozens” of Drive.ai hardware and software engineers and will receive some intellectual property and hard assets, including vehicles. Drive.ai, which has been seeking a…

Lost in the breadth of this year’s WWDC announcements was an update to CarPlay. That’s to be expected, given just under 1 minute of the 136-minute keynote and only 1 of 153 developer sessions were related to CarPlay. Despite the…

Tesla hosted its annual shareholder meeting today. Here are our takeaways: Musk was calm, confident, and articulate in a way that we haven’t seen in his last several public appearances. He was less combative and more measured in his remarks…

The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…