Themes

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.…

From movie theaters in the 1930s to living room TVs in the ’50s; from desktop computers in the ’80s to mobile phones in our pockets today, screens have moved increasingly closer to our eyes. In that time span, the average…

Being non-consensus and right is the only way to generate extraordinary results. Howard Marks knows this. Warren Buffet knows this. Andy Rachleff knows this. And I think Brian Armstrong, CEO of Coinbase, knows this. Armstrong made a non-consensus move this week, particularly for a Silicon Valley…

Gene and Doug discuss why it’s best to have measured expectations around 5G in the near term, and optimism in the long term.

Unity went public last Friday through a unique twist on the traditional IPO process. Instead of allowing the bookrunning banks to price and allocate IPO shares, Unity maintained control of the book and set the final price of shares before…

Tesla’s Battery Day is a wrap. Gene and Andrew discuss why it missed the mark for near-term investors and delivered the goods for long-term investors.

Tesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…

Its official, Unity is public. Doug and Gene discuss what the company does, why we’re favorable on the company as a long term investment, and what the recent IPO means for the broader tech space. Note: Loup Ventures owns shares…

Earlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…

Facebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…

We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…