Skip to content
Products
Insights
Venture Capital
Public Equities
Team
Search
Search
Submit
×
Close search
Themes
Gene Munster, Andrew Murphy
Frontdoor Is Moving Home Services Forward with Streem
It’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…
Read more
Apple
,
Augmented Reality
,
Venture Portfolio
Gene Munster, Will Thompson
Wearables Model Supports Case for Years of Rapid Growth
We’re updating our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 24 unique comments since Dec. 2014 related to…
Read more
Apple
,
Wearables
Andrew Murphy
Make Someone’s Holiday
As one of the world’s leading enablers of technology addiction, Apple also walks the fine line of helping to curb it. Features like Screen time, Downtime, Quiet Hours, App Limits, and Do Not Disturb represent Apple’s efforts to equip customers…
Read more
Apple
,
Tech Addiction
Loup Ventures
2019 Loup Ventures Holiday Gift Guide
Ember Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…
Read more
Apple
,
Gaming
,
iRobot
,
Meta
,
Microsoft
,
Retail
,
Robotics
,
Tesla
,
Virtual Reality
Doug Clinton, Avery Bedows
027 – Marc Ferro
Marc Ferro is a post-doctoral researcher at Stanford University. Marc holds a Ph.D. from École des Mines de Saint-Étienne and an undergraduate degree from École nationale supérieure des Mines de Saint-Étienne. Top 3 Takeaways Small neural interfaces improve signal quality.…
Read more
Neurotech
,
Neurotech Podcast
Gene Munster, Zheng Li
Nvidia Stepping Back into Growth Mode
Investing in Nvidia has been a rollercoaster. We believe revenue growth will reaccelerate over the next 12 months to 30% plus after being down an average of 17% over the past three quarters. The company is entering a year of…
Read more
Artificial Intelligence
,
Autonomous Vehicles
,
Cryptocurrency
,
Gaming
,
Nvidia
Loup Ventures
Three Ways Governments and Startups Cross Paths in Emerging Mobility
Written by guest author Kenny Fennell. Kenny is a consultant with WSP’s New Mobility Group. His work focuses on emerging mobility pilots, policy, and planning. Prior to this role, he worked in the City of Detroit’s Office of Mobility Innovation.…
Read more
Themes
Doug Clinton, Gene Munster
002 – WeWork’s Venture Bailout
The SoftBank and WeWork debacle has huge implications on the late-stage funding landscape and may cause SoftBank to adjust their strategy. Doug and Gene discuss WeWork, the pros and cons of public vs. private, how to value autonomy, and the…
Read more
Autonomous Vehicles
,
Liquidity Podcast
Andrew Murphy
AirPods Pro, Hearables, and the Future of Audio AR
We’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…
Read more
Apple
,
Augmented Reality
,
Wearables
Doug Clinton
026 – Gordon Wilson
Gordon Wilson is the CEO of Rain Neuromorphics, a company developing neuromorphic computer chips to enable brain-like artificial intelligence. Gordon holds a B.S. in Statistics and Mathematics from the University of Florida. Top 3 Takeaways Training deep learning algorithms is…
Read more
Neurotech
,
Neurotech Podcast
Gene Munster, Will Thompson
AirPods Pro Evidence of Apple’s Grander Vision for Wearables
Apple’s release of AirPods Pro signals the company’s grander ambitions for the AirPods family, beyond maintaining its position as the best-selling Bluetooth headset. AirPods Pro “transparency mode” adds to features like “Hey Siri” and “magic” device pairing to create a…
Read more
Apple
,
Wearables
Gene Munster, Zheng Li, Will Thompson
Tesla’s Incremental Approach Paves the Long Road to Autonomy
In September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…
Read more
Autonomous Vehicles
,
Tesla
Load More
Back To Top
Search
Submit