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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
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Themes
Gene Munster
Loup TV 032: Tesla Plaid for the Holidays
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.
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Tesla
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Themes
Loup Ventures
2020 Loup Holiday Gift Guide
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…
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Amazon
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Apple
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Gaming
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Tesla
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Wearables
Doug Clinton, Steve Van Sloun
Xbox Is Losing the Console Battle but Fighting a Different War
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…
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Gaming
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Microsoft
Andrew Murphy
Ecommerce Adoption Proving Sticky Throughout the Pandemic
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…
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Retail
Doug Clinton, Steve Van Sloun
Unity Developer Survey Suggests Increasing Spend Ahead
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…
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Gaming
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Unity
Gene Munster
Life Post-Pandemic
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…
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Future
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Future of Work
Gene Munster
Score 1 for the Humans: Why Walmart is Scrapping Robots
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…
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Future of Work
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Robotics
Gene Munster
Loup TV 023: Apple Earnings Takeaway
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.
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Apple
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Themes
Gene Munster
Loup TV 022: Apple Earnings Guidebook
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.
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Apple
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Themes
Gene Munster
Loup TV 021: Mike Olson Jumps to Esports
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.
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Deepwater TV
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Themes
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