Skip to content
Products
Insights
Venture Capital
Public Equities
Team
Search
Search
Submit
×
Close search
Themes
Gene Munster, Will Thompson
Apple Well-Positioned in AR Component Consolidation
Optical products and laser manufacturer II-VI announced on Friday that it will purchase its competitor Finisar for $3.2B. II-VI and Finisar both produce optical communications products sold mainly to telecom companies and datacenters. These two companies are also Apple’s 2nd…
Read more
Apple
,
Augmented Reality
Doug Clinton
013 – Ladan Jiracek, Manfred Franke, and Doug Clinton
Ladan Jiracek is the creator of the Neural Implant Podcast. He’s currently a Laboratory Technician in Dr. Kevin Otto’s lab at the University of Florida. Ladan completed his B.E. in Mechanical Engineering at the University of Utah, and his M.Sc.…
Read more
Neurotech
,
Neurotech Podcast
Gene Munster, Pat Bocchicchio
The Metaverse Explained Part 1: An Inside Look
This is the first of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part 1 explains what the Metaverse is and paints a picture of what it could be like to experience…
Read more
Virtual Reality
Doug Clinton
Fighting Tech Addiction with a Distraction-Free iPhone
A couple weeks ago, Loup Ventures went phoneless. We turned off our iPhones and tested Apple Watches as our only source of connectivity. That experience was both freeing and frustrating. There were times when more connectivity would have been useful,…
Read more
Apple
,
Investment Philosophy
,
Tech Addiction
Avery Bedows
Consumer Neurotech: Conclusion
In our Consumer Neurotech series, we covered a span of topics in consumer neurotechnology. Volume I: Introduction Volume II: Neurotech for Control Volume III: Neurotech for Feedback Volume IV: Neurotech for Brain Modulation Volume V: Other Neurotech (The Odd Ones…
Read more
Neurotech
Doug Clinton, Steve Van Sloun
TwitchCon 2018, Buzz Streamer Survey
The TwitchCon 2018 keynote (Friday 10/26) shared impressive engagement metrics for the platform. There were 18.2B chat messages and whispers sent, 85M cheers and subscriptions, 3.2B interactions with extensions, and 150M clips created. Leading up to TwitchCon, we did a…
Read more
Amazon
,
Gaming
Gene Munster, Will Thompson
Google Results: The Evolution of Search
Google shares dropped ~4% in after-hours trading. The company missed revenues by 1% and earnings were in line with expectations. This compares to the Jun-18 quarter when the company beat revenue estimates by 2% and reported earnings in line with…
Read more
Artificial Intelligence
,
Google
Doug Clinton, Steve Van Sloun
Fortnite Continues Expansion into Esports, Launches In-Game Tournaments
On Monday, October 15th, Epic Games announced In-Game Tournaments for Fortnite, allowing all players to compete in events to win prizes. The first batch of tournaments includes 5 different competitions: two solo events, two duo events, and one squad event. Tournaments…
Read more
Gaming
Gene Munster, Will Thompson
Tesla Results Could Mark Turning Point in Story
Tesla reported its Sept-18 quarter results. Making electric vehicles profitably and funding the company’s growth through operations is a big deal, and the stock is reacting accordingly, with shares up ~10% after hours. Our key takeaways: Profitability is improving at…
Read more
Autonomous Vehicles
,
Tesla
Avery Bedows
Consumer Neurotech: Volume V
Other Neurotech: The Odd Ones Out In Volume I of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. In Volume II, we discussed neurotechnologies that have the value proposition of Control (or,…
Read more
Neurotech
Gene Munster, Pat Bocchicchio
Is VR Dead or Just Getting Started?
In September, Facebook hosted its 5th annual Oculus Connect conference (OC5), showcasing the latest innovations in virtual reality (VR). Interest in the event and VR more broadly has stalled, but we remain optimistic that over the next five years there…
Read more
Meta
,
Virtual Reality
Doug Clinton
Going Phoneless: The Benefits and Pitfalls
Loup Ventures went phoneless last week. That is, some of the Loup team turned off our iPhones for a full week and only used Apple Watches for connectivity. It was freeing. And frustrating. Tech addiction is something we’re spending a…
Read more
Apple
,
Feedback Loup
,
Investment Philosophy
,
Tech Addiction
Load More
Back To Top
Search
Submit