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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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

Tesla is now the world’s most valuable auto company. With a market cap of $185 billion Tesla edges slightly above Toyota’s $177 billion valuation, based in part on the company’s dominant market share of EVs in the US (about 80%). …

With a global pandemic keeping people at home, gaming has seen tremendous growth over the past few months. Unity recently highlighted COVID-19’s impact on the gaming industry through a report that explored 19 takeaways from the pandemic. As a powerful…