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Themes
Doug Clinton
029 – Dr. Casey Means, CMO at Levels
Casey Means, MD is a Stanford-trained physician, Chief Medical Officer and Co-founder of metabolic health company Levels, and Associate Editor of the International Journal of Disease Reversal and Prevention. Her mission is to maximize human potential and reverse the…
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Neurotech Podcast
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Themes
Gene Munster
Zeno’s Paradox Illustrates Traditional Automakers Are in a Tight Spot
Zeno was a 5th century B.C. Greek philosopher known for his riddles and paradoxes. One of his most famous paradoxes imagines a foot race between the speedy Achilles and a tortoise. The tortoise begins the race with a head start.…
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Autonomous Vehicles
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Tesla
Gene Munster, Andrew Murphy
Loup TV 006: Facebook Shop
Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…
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Deepwater TV
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Meta
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Retail
Gene Munster, Doug Clinton
Loup TV 004: Apple vs Epic Games
The dispute between Epic Games and Apple over App Store policies continues to grow more complex. Doug and Gene discuss the dispute’s three central questions and conclude that a resolution is likely years away. Loup TV is a series of…
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Apple
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Deepwater TV
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Gaming
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News
Gene Munster, Doug Clinton
Loup TV 003: Fortnite vs Apple, Should Congress Limit Profitability?
Epic Games has filed a lawsuit against Apple over its App Store policies. Doug and Gene discuss the central topic of the US government regulating profitability for app platform providers. Loup TV is a new series of short videos that…
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Apple
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Deepwater TV
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Gaming
Gene Munster, Steve Van Sloun
Epic Games and Apple Meet Fork in the Road
Epic Games has filed a lawsuit against Apple over its App Store policies. Alongside the lawsuit, the company released a video on YouTube and inside of Fortnite titled “Nineteen Eighty-Fortnite” where they call their users to action to “stop 2020…
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Apple
,
Gaming
Gene Munster, Andrew Murphy
Loup TV 002: Amazon in Talks to Acquire JC Penney Leases, Are Drive Through Bank Locations Next?
The Wall Street Journal broke a story that Amazon is in talks to acquire a handful of JC Penney leases, which would continue Amazon’s brick and mortar experiment. Andrew and Gene discuss why this seemingly odd strategy might make sense…
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Amazon
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Deepwater TV
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Retail
Doug Clinton, Steve Van Sloun
Microsoft’s Latest Gaming Announcements Look Promising
Microsoft is determined to build on its already massive gaming platform in the face of growing competition from Google and Amazon. A few weeks ago, Microsoft announced some major changes to its next-generation gaming platform in a blog post, You…
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Gaming
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Microsoft
Doug Clinton, Will Thompson
An Introduction to the Passion Economy
High barriers to content production and distribution (think recording studios, television networks, newspaper presses, broadcasting companies) made the world boring. Upfront costs must be recouped and exceeded for content to be worth the investment, which incentivized optimizing for “hits.” Hits…
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Future of Work
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Passion Economy
Doug Clinton, Steve Van Sloun
SaaS-Like Gaming Offers the Least Expensive Entertainment
Free-to-play games with SaaS-like models offer the least expensive form of entertainment available today. Not only does gaming offer the lowest cost per hour, but it also provides a highly dynamic set of experiences. In our most recent study, we…
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Gaming
Loup Ventures
Future of Mobility Podcast with WSP
Kenny Fennell is a Consultant in WSP-USA’s Future of Mobility group. He advises mobility providers and state and local governments on the future of mobility. You can read previous work on the intersection of public and private innovation in transportation…
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Themes
Gene Munster
Lyft & Uber’s Autonomous Catch-22
We’re updating our expectations on the timing of the initial availability of level 5 autonomy. Previously, we expected full autonomy to see limited availability between 2022 and 2025. We now expect most AV players to have limited availability of level…
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Autonomous Vehicles
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Lyft
,
Uber
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