Themes

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s upcoming $140k Model S Plaid, and why it has a place in the lineup for a company wanting to sell cars to the masses. Follow Matt on Twitter @matty_mogul.

Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…

While gaming has seen record engagement since the beginning of the pandemic, it hasn’t been an easy road for Microsoft and Sony more recently. Last week, the two companies released their next-generation gaming consoles, the Xbox Series X and PlayStation…

The pandemic has forever altered consumer buying habits. Ecommerce trends, as measured by the percentage of total US retail spending, have accelerated. In late March 2020, we surveyed 245 US consumers to investigate how shopping behaviors were changing as a…

We recently surveyed 54 Unity developers to get a better sense for how they’re using the product, expectations for future spending, and competition with Unreal. Our survey results indicate increasing spend from developer ahead, which was reflected in Unity’s latest…

On the emergence of optimistic coronavirus vaccine news, we couldn’t help but imagine what life will look like post-pandemic. That starts with a recognition that the recovery timeline is still unclear, and that even with a vaccine, scar tissue and…

In our Manifesto 2.0, we make the case that, over the next decade, automation will replace 70% of all jobs currently done by humans. That eventual period of automation will be characterized by pure AI, i.e., robots fully performing tasks…

Gene talks about why the iPhone miss was not a miss, along with the view that Apple is stepping into a new multiyear growth curve.

Gene expects a top line miss due to iPhone 12 shifting into the December quarter. That said, the takeaway is positive because the underlying business remains healthy and iPhone 12 is off to a good start.

Iconic video game analyst Mike Olson is now CFO of WISE Esports, overseeing Call of Duty and Rocket League teams. In the latest episode of Loup TV, Gene and Mike discuss the financial mechanics of an esports team.

It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…

Unity is on the road to becoming the next great creative software company. Since going public in mid-September, shares of Unity are up more than 60% from the issue price. The company currently trades at a $26.2 billion market cap.…