Themes

We introduced our 10-year outlook for robotic adoption across the industrial, commercial, military, and domestic markets in June 2017. Over the last two years, the level of adoption has exceeded our initial expectations across all verticals. We believe the aggregate…

Sean Higgins is the founder and CEO of BetterYou, a product that “nudges” you to make better decisions and work toward your goals. He is also an entrepreneur in residence at Techstars, a partner at Router Ventures, and previously founded VidGrid. Top…

Lyft reported first-quarter 2019 earnings in their first-ever report as a public company with overall positive results. Our takeaways: Steady growth of user metrics Lyft’s active riders grew 46% y/y to 20.5M, average revenue per rider grew 34% to $38,…

At F8 2019, Facebook’s annual developer conference, the company began taking pre-orders for the Oculus Quest. The standalone VR headset will be available on May 21st for $399. Here are the key takeaways: The launch of the Quest will continue…

Apple reported second-quarter earnings slightly above dampened expectations, indicating stabilization. Here are our takeaways: March results were slightly better than expectations, but most importantly, there weren’t any negative surprises. Guidance was not only 2% better than expected, but it represents…

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…

Google shares traded off ~7% in after-hours trading after reporting soft top-line results and expectations for continued FX headwinds. Separately, deceleration of paid clicks growth from 66% to 39% is likely viewed as a directional negative, given the preference toward…

Fortnite has teamed up with the Avengers again, this time launching a deeper integration in unison with the release of Avengers: Endgame. The partnership is a win-win for Epic Games and Disney, as Fortnite will re-engage its user-base with the…

Amazon reported strong Q1 results with revenue in-line with consensus of $59.7B and EPS of $7.09, well ahead of consensus at $4.72. Don’t let the Q1 earnings beat mislead you — Amazon is investing in long-term growth. Exhibit A: Amazon’s…

Tesla reported first-quarter 2019 results. Here are the incremental changes: The company gave strong indications that they will raise money in the coming months. We believe raising money (debt or equity) would effectively de-risk the story, given the company’s current…

We left Tesla’s Autonomy Investor Day feeling more optimistic about the company’s long-term prospects. Our takeaways from the event: We are more comfortable with Tesla’s camera-based (non-LiDAR) approach to autonomy. If correct, this approach could actually be preferred (safer, more…

Disney+ launches in November. Here are four reasons why you’ll be a subscriber. A New Platform to Expand Upon Iconic Stories. Disney+ shows will dive deeper into the characters and moments in between blockbuster events, filling in the gaps that…