Themes

Gene and Doug discuss Tesla’s December-21 quarter delivery numbers and conclude that results fall between impressive and insanely good. Takeaways: Tesla delivery growth was 71% y/y, ahead of 48% expectations. In the Sep-21 quarter, deliveries grew by 73% y/y. Such…

Gene and Doug do a deep dive into Loup’s 2022 tech predictions. Takeaways: Apple and Facebook will battle for the spot as top performing FAANG stock, with both companies benefiting from anticipation around the metaverse. The reason for our optimism…

Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…

Gene and Rebecca discuss Tesla’s latest software update and conclude that it is a step forward. Takeaways: Tesla’s recent UI lays the groundwork for future user customization and highlights the potential for an app store. While many users see the…

Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.

Gene and Doug discuss recent Web 3.0 comments from Elon Musk and Jack Dorsey and conclude that it’s foundational to the Metaverse.

We tracked lead times at Apple for ten products in six countries, from Black Friday to December 21st, and found that supply remained tight throughout the four holiday shopping weeks. We were expecting to see more measurable improvement which leads…

Gene and David discuss how Opendoor’s December quarter is progressing, share thoughts on the March outlook and, most importantly, recap the long-term investment thesis. Loup is an investor in Opendoor.

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…

Apple’s September quarter results and commentary around the December quarter played out as expected, with favorable demand being muted by tight supply. Under the headline that the supply headwind will worsen in December, pushing demand into March, is the reality…

Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.