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Autonomous Vehicles
Loup Ventures
Loup Ventures 2019 Tech Predictions
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…
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Amazon
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Apple
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Artificial Intelligence
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Autonomous Vehicles
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Google
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Meta
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Tech Addiction
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Tesla
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Virtual Reality
Gene Munster, Will Thompson
Tesla Results Could Mark Turning Point in Story
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…
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Autonomous Vehicles
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Tesla
Gene Munster, Doug Clinton
Elon Musk: When Strengths in Excess Become Weaknesses
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…
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Autonomous Vehicles
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Philosophy
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Tesla
Doug Clinton, Andrew Murphy, Gene Munster
Manifesto 2.0
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.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Gaming
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Loup Ventures Podcast
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Neurotech
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Philosophy
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Retail
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Robotics
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Virtual Reality
Gene Munster, Will Thompson
A 6-Month Roadmap for TSLA
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…
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Autonomous Vehicles
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Tesla
Gene Munster
Apple + Tesla Is a Fairy Tale with a Twist
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,…
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Apple
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Autonomous Vehicles
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Tesla
Gene Munster, Steve Van Sloun
Nvidia – Crypto Stings, Big Picture Intact
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…
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Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Gaming
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Nvidia
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Tesla
Gene Munster
$1,000,000,000,000 and Beyond
Today Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
Gene Munster, Will Thompson
Tesla Results: Pieces Moving into Place for Sustainable Story
We are positive on the Tesla story given the company’s well-positioned product roadmap around EV, autonomy, solar, and storage. Tesla shares are up ~9% after hours as the company made progress on key pieces to the long-term sustainability of the…
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Autonomous Vehicles
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Tesla
Loup Ventures
Launching the Loup Frontier Tech Index
At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
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Nvidia
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Robotics
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Tesla
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Themes
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Virtual Reality
Gene Munster
Model 3 June Production Report Suggests Meaningful Step Forward
Today, Reuters reported that Tesla nearly hit its goal of producing 5,000 Model 3s in the final week of the June quarter. Tesla reportedly hit the 5,000 per week mark at 5 AM today (7/1/18), just hours after the deadline.…
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Autonomous Vehicles
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Tesla
Gene Munster
Autonomy & Apple as a Service
The New York Times reported that Apple has signed a deal with Volkswagen to manufacture electric T6 Transporter vans outfitted with Apple’s autonomous sensor suite to be used as self-driving shuttles for employees. This is significant because it plays into…
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Apple
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Artificial Intelligence
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Autonomous Vehicles
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