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Themes
Gene Munster, Austin Bohlig
Food Safety, Sustainability and Frontier Tech Leading an Evolution in Agriculture
Due to advancements in technology, as well as consumers’ growing appetite for locally grown leafy greens and vegetables that are both high in nutritional value and come with improved taste, an evolution is underway in the agriculture space. This is…
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Artificial Intelligence
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Robotics
Gene Munster, Austin Bohlig
Apple Supplier Ramp Bodes Well for iPhone ASP
Apple’s key iPhone X augmented reality component supplier, Lumentum (LITE), reported better than expected Jun-18 quarter results ($301M vs expected $287M). Upside in the quarter was driven by sooner than anticipated ramp in the AR/3D sensing business. The company continues…
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Apple
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Augmented Reality
Gene Munster
$1,000,000,000,000 and Beyond
Today Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
Gene Munster, Will Thompson
Tesla Results: Pieces Moving into Place for Sustainable Story
We are positive on the Tesla story given the company’s well-positioned product roadmap around EV, autonomy, solar, and storage. Tesla shares are up ~9% after hours as the company made progress on key pieces to the long-term sustainability of the…
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Autonomous Vehicles
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Tesla
Gene Munster
Loup Study: The Science of Soccer Diving
Once every four years, the Loup Ventures team turns into big soccer fans. We’re attracted to the spirit of the World Cup, a truly global tournament, but the purity of the game and the tournament is often diluted by “The…
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Themes
Gene Munster, Will Thompson
Annual Digital Assistant IQ Test – Siri, Google Assistant, Alexa, Cortana
We asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Microsoft
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Retail
Gene Munster, Austin Bohlig
iRobot Continues to Prove Market Dominance
iRobot reported a phenomenal Jun-18 quarter with results exceeding Street expectations across the board. The stock is currently up 15% on the results. These results further demonstrate iRobot’s dominance in the home robotics space. Following another quarter of higher than…
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iRobot
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Robotics
Gene Munster
Key Apple Supplier Further Indicates Push into AR
AMS AG, a 3D sensor provider to Apple, issued guidance ~9% higher than the Street for the Sep-18 quarter. This is further evidence that advanced 3D sensing and AR will be key features in the new iPhones coming this fall,…
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Apple
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Augmented Reality
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Themes
Gene Munster
Google Earnings: AI Starting to Move the Needle
Shares of GOOGL are trading up ~3.5% after hours as the company is defying the law of large numbers, growing revenue by 26% y/y vs. 26% in Mar-18, 23% in FY17, and 20% in FY16. AI, for the first time,…
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Artificial Intelligence
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Google
Loup Ventures
Launching the Loup Frontier Tech Index
At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
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Nvidia
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Robotics
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Tesla
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Themes
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Virtual Reality
Doug Clinton
AI Portfolio One Year Later
A year ago, we published AI Portfolio: Non-Tech Companies Making AI Investments. We’re following up to see how the portfolio performed over the last year. As a quick refresher, to build our portfolio we scraped the text of the most recent…
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Artificial Intelligence
Doug Clinton
010 – Matt Angle
Dr. Matt Angle is the CEO and founder of Paradromics, a brain-computer interface company developing high-bandwidth implantable neural interfaces. Matt completed his B.S. in Biology at Carnegie Melon University and his Ph.D. in Neuroscience at the Max Planck Institute. Top…
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Audio
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Neurotech
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Neurotech Podcast
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