Autonomous Vehicles

On Friday, Lyft became the first ridesharing company to go public. By beating Uber to go public, Lyft will, to some extent, control the narrative around the US ridesharing market. That narrative will be centered around big ideas like ending…

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…

The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…

Tesla reported Dec-18 mixed results, beating revenue but missing earnings. Shares are down 4% after hours, reacting mostly to news of CFO Deepak Ahuja leaving the company. Bottom line: the company’s fundamentals are trending in the right direction, and the list…

Believers in the Tesla story are accustomed to having their faith tested. Last week’s 7% headcount reduction, what appears to be an upcoming revenue and earnings guide down for Mar-19, and pending $920M debt payment due in March emphasize that point.…

1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…

Tesla reported its Sept-18 quarter results. Making electric vehicles profitably and funding the company’s growth through operations is a big deal, and the stock is reacting accordingly, with shares up ~10% after hours. Our key takeaways: Profitability is improving at…

Elon Musk’s desire to win every battle may cost him the war. Last week, in an attempt to achieve some mental “victory” against the SEC after settling charges related to his go-private tweet earlier this year, Musk needled the agency…

We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…

We remain positive on the Tesla story, given our view that near-term results (Sep-18 and Dec-18) will likely ease investor concerns regarding cash. Longer-term, talent retention will be a key indicator of greater upside to the Tesla story. Here’s a…

The roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…

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…