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Themes
Doug Clinton
The Absurdity of the Attention Game
The following post was originally written for Doug’s blog, The Contrarian Mindset. The blog explores contrarian ideas across investing, tech, and beyond. Earning the attention of other people is a timeless game. Winners of the attention game get a person’s…
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Investment Philosophy
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News
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Passion Economy
Gene Munster
Sizing Up the Global Transportation Market
As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…
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Apple
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Autonomous Vehicles
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Ridesharing
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Tesla
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Uber
Gene Munster, Andrew Murphy
Loup TV 050: Apple’s VR Project
Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.
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Apple
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Augmented Reality
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Deepwater TV
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Virtual Reality
Gene Munster
Loup TV 049: EV Roadtrip 101
Gene is joined by first time Tesla owner, Clay Johnston, to talk about his experience traveling over 3k miles cross-country in his Model Y and addresses range anxiety, charging and cost savings.
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Deepwater TV
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Tesla
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Themes
Gene Munster
A Lesson in Patience From US EV Adoption
The shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…
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Autonomous Vehicles
,
Tesla
Gene Munster
Loup TV 047: Rob Maurer on Tesla Production
Gene is joined by Rob Maurer of Tesla Daily who sets Gene straight that Tesla can make a lot of cars in 2021. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily.
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Deepwater TV
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Tesla
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Themes
Gene Munster, Zheng Li
Loup TV 039: Apple’s M1 Chip Advantage From an Insider
Gene and former Intel chip engineer, Zheng Li, discuss why Apple’s M1 lays the groundwork for what has been elusive until now for the Mac business: long-term market share gains.
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Apple
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Deepwater TV
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Themes
Gene Munster
Higher Education Is Ready For Disruption
Add higher education to the list of sectors undergoing a pandemic stress test, highlighting its strengths and weaknesses. Every year, about 3.2m students graduate from high school. The percentage that enrolls in college has hovered between 65% and 70% for…
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Future of Work
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Venture Portfolio
Gene Munster, Andrew Murphy
Loup TV 038: Apple Fitness+ Has a Halo
Gene and Andrew compare Apple Fitness + to Peloton, and outline why the new service will create a halo with other Apple products.
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Apple
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Deepwater TV
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Themes
Gene Munster
Tesla’s Software Advantage Is Clear & Profitable
It’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…
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Autonomous Vehicles
,
Tesla
Gene Munster
Loup TV 037: Fallon’s AR Advertising Bet
Greg Swan heads digital at Fallon Worldwide and joins Gene to talk about his bet on the future of augmented reality advertising.
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Augmented Reality
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Deepwater TV
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Themes
Gene Munster
Loup TV 034: Tesla Insurance – An Expert’s Take
Gene talks with Jason Sellers, who holds a master’s in insurance, regarding the viability of Tesla’s insurance offering.
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Deepwater TV
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Tesla
,
Themes
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