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Themes
Gene Munster, Will Thompson
iTunes Integration With Samsung Underscores Services Focus
Apple and Samsung announced a partnership that will bring iTunes Movies and TV Shows, as well as Apple AirPlay 2 support to Samsung Smart TVs beginning this spring. iTunes users will be able to access their existing library and buy or rent…
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Apple
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Themes
Doug Clinton
Rethinking Time Well Spent
2018 was a banner year for tech addiction in large part because of the movement around “time well spent.” The time well spent movement started as an effort to encourage humane design that put users first. Unfortunately, as some are beginning…
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Tech Addiction
Doug Clinton
New Year’s Resolution 2019: Take Back Control with a Good Phone
I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…
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Google
,
Meta
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Netflix
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Tech Addiction
Doug Clinton, Steve Van Sloun
Increasing Competition in the Game Store Space
On the back of Discord’s latest funding round, we’re taking a look at the current landscape for PC game stores. Earlier in December, Epic Games announced their own game store that would give developers a higher share of revenue compared…
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Gaming
Loup Ventures
Loup Ventures 2019 Tech Predictions
1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…
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Amazon
,
Apple
,
Artificial Intelligence
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Autonomous Vehicles
,
Google
,
Meta
,
Tech Addiction
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Tesla
,
Virtual Reality
Gene Munster, Will Thompson
Insights from Amazon’s Post-Holiday Commentary
Amazon published its annual post-holiday press release today. While the 1900-word release provided few concrete data points related to the Dec-18 quarter, it offered a handful of notable insights: The upbeat tone, as denoted by the “record-breaking holiday season” language, runs…
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Amazon
,
Artificial Intelligence
Gene Munster, Pat Bocchicchio
The Metaverse Explained Part 3: Economics
This is the third of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part III explains how the virtual universe’s economy could operate and all the new business opportunities that would come…
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Amazon
,
Meta
,
Netflix
,
Virtual Reality
Doug Clinton
Starting a Movement: Good Phone
Freedom is the ultimate luxury. Most people don’t have it, even the wealthy. Most people don’t have it because they’re addicted to technology. Their time isn’t free. Their choice isn’t free. Their mind isn’t free. There’s been a lot written…
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Tech Addiction
Gene Munster, Will Thompson
Annual Smart Speaker IQ Test
We recently tested four smart speakers by asking Alexa, Siri, Google Assistant, and Cortana 800 questions each. Google Assistant was able to answer 88% of them correctly vs. Siri at 75%, Alexa at 73%, and Cortana at 63%. Last year,…
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Amazon
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Apple
,
Artificial Intelligence
,
Google
,
Microsoft
,
Retail
Gene Munster, Andrew Murphy
Evaluating Our Amazon + Target Prediction
We were wrong in predicting Amazon would acquire Target in 2018. It was the boldest of our 8 predictions for the year, and it was incorrect. However, we continue to believe the combination makes sense because Amazon needs to acquire a Target-like footprint…
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Amazon
,
Retail
Doug Clinton
The Bell Curve of Tech Addiction
Since we started writing about tech addiction as a potential market opportunity, we’re often asked, “What exactly are the opportunities?” We see opportunities across three broad categories: Health services Leveraging healthy addiction Augmentation These opportunities can be visualized along a…
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Investment Philosophy
,
Tech Addiction
,
Technology
Andrew Murphy, Will Thompson
Robot Fear Index: Increased Adoption May Be Fueling Concerns
Like many in the tech space, we believe robotics is changing the nature of work. However, public perception of robots is still a question mark. We developed our Robot Fear Index to measure and track the average consumer’s perception of robots. We…
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Artificial Intelligence
,
Robotics
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