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Avery Bedows
Consumer Neurotechnology: Volume I
At Loup Ventures, we’ve been spending more and more time researching and reflecting on how everyday technology will leverage the human brain to provide value to users. We call this subject consumer neurotechnology, and we want to share some of…
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Augmented Reality
,
Neurotech
,
Virtual Reality
Gene Munster, Will Thompson
A 6-Month Roadmap for TSLA
We remain positive on the Tesla story, given our view that near-term results (Sep-18 and Dec-18) will likely ease investor concerns regarding cash. Longer-term, talent retention will be a key indicator of greater upside to the Tesla story. Here’s a…
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Autonomous Vehicles
,
Tesla
Doug Clinton, Steve Van Sloun
Major Publishers Can Learn from Fortnite’s Monetization Model
Fortnite surpassed the $1B mark for total revenue in July by employing a unique monetization model compared to typical franchise games. Instead of selling its game for an upfront fee, Epic Games, the publisher of Fortnite, gives the game away…
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Gaming
Gene Munster, Will Thompson
Apple Event: Refining Products and Exercising Pricing Power
Apple continues to push the boundary of consumer tech by refining and improving their products with today’s updates to the iPhone and Apple Watch. These improvements drive customer loyalty that creates revenue predictability and should result in higher ASPs, supporting…
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Apple
,
Augmented Reality
Gene Munster, Will Thompson
Smart Speaker Adoption Accelerating, Satisfaction and Use Cases Unchanged
We recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…
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Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Microsoft
Gene Munster, Austin Bohlig
Navigating iRobot’s Product Cycles
We’re positive on iRobot long-term and believe it is one of the most investable robotics companies today. Even though IRBT is at an all-time high, shares experienced pullbacks of 14% in 2017 and 30% in 2018, with sell-offs triggered around…
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iRobot
,
Robotics
Gene Munster
Investing in Streem
We’re investing in Streem as a play on augmented reality transforming human interaction. Streem focuses on the future of collaboration, diagnosis, and data capture between consumers, professionals, and manufacturers. Streem offers a subscription-based smartphone app that allows consumers and pros to communicate in…
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Augmented Reality
,
Startup
,
Venture Portfolio
Doug Clinton
012 – Jo Jo Platt
Jo Jo Platt is the President and Cofounder of Platt & Associates, Inc., and Strategic Relations Consultant for the Feinstein Institute for Medical Research. Top 3 Takeaways Bioelectronic Medicine treatments have a number of distinct advantages over drug-based treatments from…
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Neurotech
,
Neurotech Podcast
Gene Munster
Comparing Fake Account Detection on Facebook and Twitter
Tomorrow, Facebook and Twitter will testify in front of the Senate regarding the use of their platforms to influence elections. Fake accounts are the starting point for bad actors to operate on social media. To compare how effective Twitter and…
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Artificial Intelligence
,
Meta
Gene Munster
Amazon Flywheel Moving at Full Speed
Amazon has reached a $1 trillion market cap for two reasons. First, the company has a relentless focus on “delighting the customer.” Second, Jeff Bezos has investor support to run Amazon for the long-term at the cost of near-term profitability, allowing…
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Amazon
,
Retail
Gene Munster
Apple Acquires AR Glasses Technology
Reuters is reporting Apple has acquired Akonia Holographics, maker of transparent displays for AR glasses. Akonia Holographics complements Apple’s 2017 acquisition of SensoMotoric and its 2013 acquisition of PrimeSense. Apple is committed to AR, both on the iPhone today and…
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Apple
,
Augmented Reality
Doug Clinton
011 – E.J. Chichilnisky
Dr. E.J. Chichilnisky is a Professor of Neurosurgery at Stanford University, where he and his lab are developing a retinal prosthesis. E.J. completed his B.S. in Mathematics at Princeton University, and his Masters in Mathematics and Ph.D. in Neuroscience at…
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Artificial Intelligence
,
Neurotech
,
Neurotech Podcast
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