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Themes
Gene Munster
Model 3 June Production Report Suggests Meaningful Step Forward
Today, Reuters reported that Tesla nearly hit its goal of producing 5,000 Model 3s in the final week of the June quarter. Tesla reportedly hit the 5,000 per week mark at 5 AM today (7/1/18), just hours after the deadline.…
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Autonomous Vehicles
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Tesla
Gene Munster
Returning to Our Amazon + Target Prediction
As we hit the halfway point of 2018, we wanted to check in on one of our boldest predictions for the year: Amazon will acquire Target in 2018. So far, we’ve been wrong. Getting the timing correct is difficult, and every…
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Amazon
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Retail
Doug Clinton
Information Asymmetry in Security Tokens
Security tokens provide many benefits to underlying assets, the most important of which is liquidity. However, liquidity doesn’t just happen because you build the technology to tokenize assets and the exchanges to trade them. There are other important parts to…
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Blockchain
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Cryptocurrency
Gene Munster
Feedback Loup: Jurassic World VR Expedition at Dave & Busters
Last Friday, Dave & Busters rolled out Jurassic World VR Expedition (JWVRE) at 114 locations, making it the most widely available location-based VR experience. We gave it a try and loved it. What’s unique is the combination of experience, duration,…
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Feedback Loup
,
Virtual Reality
Gene Munster
Why Amazon Will Sell Robots into the Home
Bloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…
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Amazon
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Artificial Intelligence
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iRobot
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Robotics
Doug Clinton
009 – Dr. Ramses Alcaide
Dr. Ramses Alcaide is the CEO and Founder of Neurable, a Loup Ventures portfolio company focused on non-invasive BCI. Ramses earned his undergraduate degree at the University of Washington in Electrical and Electronics Engineering and a Ph.D. in Neuroscience from the…
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Audio
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Augmented Reality
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Neurotech
,
Neurotech Podcast
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Venture Portfolio
,
Virtual Reality
Doug Clinton
By the Numbers: Who’s Investing in Blockchain?
As part of our work on security tokens, we did an analysis to see how major companies are investing in the general blockchain space. The analysis consisted of a search on LinkedIn for how many individuals had listed “Blockchain” or “Cryptocurrency”…
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Blockchain
,
Cryptocurrency
Gene Munster
Key Apple Supplier Reiterates Favorable Outlook Ahead of Fall Launch
Finisar (FNSR) is Apple’s 3rd largest VCSEL array supplier, accounting for about 5% of iPhone X VCSEL arrays. Tonight the company reported earnings for the Apr-18 quarter. Finisar continues to expect a ramp in VCSEL demand in their Oct-18 quarter,…
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Apple
,
Augmented Reality
Avery Bedows
A New Hope: The Nervous System
Brave early adopters are the hallmark of an innovation set to create immense human value. In this story, the innovation is cutting-edge technology for interfacing with the nervous system, and the brave early adopter is Ian Burkhart. Ian, a young…
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Audio
,
Loup Ventures Podcast
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Neurotech
Doug Clinton
Investing in Paradromics
Neurotechnology has long been a passion for Loup Ventures because we think it represents a vast and open opportunity to improve human life via both restoration and augmentation. Brain-computer interfaces are one of the most compelling areas in the neurotech…
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Artificial Intelligence
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Neurotech
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Themes
,
Venture Portfolio
Gene Munster, Steve Van Sloun
Tech Companies Move into Streaming Live Sports
We hear a lot about the exploding budgets that tech giants are spending on original content as consumers continue to cut the cord. In the last few years, some of the same players have started to add live sports to…
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Amazon
,
Gaming
Gene Munster
WWDC 2018: The Customer Is Always Right
Today, Apple said loudly and clearly that the customer is always right. There were more new features for users than there were new tools for developers: screen time limits, monitoring, and reports, grouped notifications, Do Not Disturb at bedtime, Siri…
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Apple
,
Artificial Intelligence
,
Augmented Reality
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