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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
Andrew Murphy
Amazon Priming the Pump for Prime Day
Amazon Prime Day — one of Amazon’s greatest inventions — starts on Monday, June 16th at 12 PM PT. Prime Day 2018 will last 36 hours (+6 hours y/y) and will be available in 17 countries (4 more than last…
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Amazon
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Retail
Gene Munster
Apple Continues to Signal Importance of AI
Yesterday, Techcrunch reported that Apple’s head of AI, John Giannandrea, will take responsibility of Siri from Craig Federighi. This formalizes our April expectation that Apple’s voice program should be moved into its AI group. Voice is currently one of the…
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Apple
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Artificial Intelligence
Gene Munster
Investing in Bumblebee Spaces
We’re investing in Bumblebee Spaces as a play on AI and robotics helping to solve the problem of escalating housing costs. The company has a modular ceiling system to address storage needs. Bumblebee users can store a desk, bed, closet,…
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Artificial Intelligence
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Robotics
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Startup
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Venture Portfolio
Avery Bedows
Bioelectronic Medicine: An Introduction
Bioelectronic medicine is like a medical supplies aircraft flying close to the surface of the sea: significant promise, and under the radar. As a field, bioelectronic medicine (BEM) is a paradigm shift from existing medicine: instead of treating patients by…
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Neurotech
Doug Clinton
Security Tokens Mean Public Marks for Issuers and That’s OK
Security tokens will enhance the liquidity of private security offerings, provided there is sufficient on-going information about those companies available to investors, but this liquidity will also have another effect: real-time mark to market. In today’s private securities markets, mark…
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Blockchain
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Cryptocurrency
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