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Tesla hosted its annual shareholder meeting today. Here are our takeaways: Musk was calm, confident, and articulate in a way that we haven’t seen in his last several public appearances. He was less combative and more measured in his remarks…

Retailers are racing to provide faster, cheaper, and more personalized service. In early June, Amazon announced Prime Free One Day shipping, a move that will again raise the bar for consumer expectations on delivery. Four days later, Walmart announced InHome…

The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…

Apple is in talks to acqui-hire the team of a well-known self-driving vehicle startup, Drive.ai, according to The Information. The company has raised $77M and was last valued around $200M. In our view, Apple is not after brand or even…

Tom Hughes is the Senior Principal Advisor in Healthcare Economics and Reimbursement at Regulatory and Clinical Research Institute, Inc. He holds a J.D. from William Mitchell College of Law, and an undergraduate degree from the University of Minnesota-Twin Cities. Top…

Earlier this week, we wrote about Why the Oculus Quest Marks a New Era for VR. We wanted to follow up that piece with our own review of the Oculus Quest, broken down into three parts: what we love, what…

Apple begins its annual developer conference on Monday. We think that most of the headlines around the announcements are widely known, so we’re preemptively shifting from “preview” mode to “take away” mode. History suggests investor disappointment will follow the event…

In their first quarter as a public company, Uber reported earnings slightly ahead of expectations, with a $1.01B net loss on $3.10B in revenue. Our takeaways: 2019 will likely be an unpredictable year for Uber shares, given the company remains…

The Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…

This week, Fortnite launched its latest licensed content partnership, this time with Jordan. There’s a new Downtown Drop limited-time game mode and new skins that feature the Air Jordan 1s. The Jordan partnership comes just a week after Fortnite had…

iOS software maker Panic just reminded us how fun technology can be. The company unveiled Playdate ($149) a pocket-sized game console that comes with a “season” of 12 games that arrive weekly. And everyone is talking about it. Playdate is resonating…

Nvidia reported April results that were essentially in-line with the Street. Shares of NVDA traded up ~2% in the aftermarket given the company reported an in-line quarter and effectively guided in-line with the Street for the first time in a…