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Themes
Gene Munster, Will Thompson
Annual Digital Assistant IQ Test
We recently asked the leading digital assistants, Google Assistant, Siri, and Alexa, 800 questions each. Google Assistant was able to correctly answer 93% of them vs. Siri at 83% and Alexa at 80%. Each platform saw improvements across the board…
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Amazon
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Apple
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Artificial Intelligence
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Google
Avery Bedows
Neuralink Event: Musings on Messaging
As anyone who holds at least one ear to the neurotechnology world undoubtedly knows, Elon took the stage on Tuesday night at the California Academy of Sciences to deliver an Elonian exposé on Neuralink’s progress over the last two years.…
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Artificial Intelligence
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Neurotech
Doug Clinton
White House Social Media Summit Doesn’t Do Enough to Engage the Public
Yesterday’s White House social media summit reinvigorated the online free speech debate. The debate, while very public between vocal proponents of free speech and reducing harmful speech, has done little to consider what the actual public wants. Just two months…
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Themes
Doug Clinton, Steve Van Sloun
Gamer Survey: Low Initial Interest in Cloud Gaming
Google Stadia and Microsoft’s xCloud gaming services are coming later this year. These are major events for how games will be distributed and played in the future. To get a better sense of consumer interest in game streaming, we surveyed…
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Gaming
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Google
,
Microsoft
Loup Ventures
Mid-Year Update on Our 2019 Predictions
Apple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…
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Amazon
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Apple
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Google
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Lyft
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Meta
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Netflix
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Tech Addiction
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Tesla
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Uber
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Virtual Reality
Gene Munster
Shifting the Paradigm from Square to Cubic Feet with Bumblebee Spaces
A year ago, we announced our investment in Bumblebee Spaces, a company that is creating a new way to live by unlocking the third dimension in your living space. Bumblebee hopes to alleviate escalating housing costs and rapid urbanization by…
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Apple
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Artificial Intelligence
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Robotics
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Venture Portfolio
Gene Munster, Will Thompson
Apple Slowly Assembling Approach to Autonomy with Drive.ai
Apple has confirmed an Axios report that they have acquired autonomy startup Drive.ai. Apple has hired “dozens” of Drive.ai hardware and software engineers and will receive some intellectual property and hard assets, including vehicles. Drive.ai, which has been seeking a…
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Apple
,
Autonomous Vehicles
Gene Munster
Apple & Google’s Vision of the Future Contrasted by Developer Resources
WWDC and Google I/O set the direction for developers for the upcoming year and give insight to the trends Apple and Google are actively moving forward. The developer conference keynotes are the newsmakers but are only one event in a…
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Apple
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Artificial Intelligence
,
Google
Andrew Murphy
The Pros and Cons of Toy Technologies
Toys facilitate the imagination. They replicate and blend some elements of reality and some elements of fiction, equipping us to pretend. We’ve been considering the benefits of toys that incorporate novel technologies, from playful robots to LEGO sets with augmented…
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Apple
,
Augmented Reality
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Investment Philosophy
Gene Munster, Will Thompson
CarPlay Quietly Shifts from First to Second Gear
Lost in the breadth of this year’s WWDC announcements was an update to CarPlay. That’s to be expected, given just under 1 minute of the 136-minute keynote and only 1 of 153 developer sessions were related to CarPlay. Despite the…
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Apple
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Autonomous Vehicles
,
Google
Gene Munster, Will Thompson
Smart Speaker Macro-Model Update
We’re updating our estimates for stand-alone smart speakers and tuning our model based on more historical sales figures. Bottom line: this market remains in high growth mode. We estimate more than one-third of all US households will have a smart…
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Amazon
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Apple
,
Artificial Intelligence
,
Google
Andrew Murphy, Gene Munster
Walmart Needs To Dump Amazon’s Playbook
Walmart recently announced InHome Delivery to bring groceries directly to customers’ fridges, the latest example of Walmart closely following the Amazon playbook. Amazon announced in-home delivery with its Key service in 2017. While the fast follower approach may seem prudent,…
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Amazon
,
Retail
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