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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
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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
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Loup Ventures Podcast
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Neurotech
Doug Clinton
Investing in Invisible Technologies
We’re investing in Invisible as a play on our view that human-delivered automation will be a meaningful component of “AI” for the foreseeable future. We call it “human as AI,” and see it as part the following automation spectrum: Pure…
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Artificial Intelligence
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Venture Capital
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Venture Portfolio
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
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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
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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
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Artificial Intelligence
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Augmented Reality
Doug Clinton
Security Tokens: An Emerging Opportunity in Crypto
This is the first in a multi-part series analyzing the potential of security tokens in the world of crypto assets. 2017 was the year of crypto. Bitcoin became a household phenomenon and increased ~13x in value, Ethereum spurred interest in…
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Blockchain
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Cryptocurrency
Gene Munster
Thoughts on ARKit 2.0 at WWDC
In our meetings with AR companies at Augmented World Expo (AWE) this week, it’s clear the industry is waiting for Apple to announce ARKit 2.0 at WWDC. Improvements in persistence and multiplayer functions are two of the most requested additions…
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Apple
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Augmented Reality
Gene Munster
WWDC Preview; Siri, AR, AI, Digital Health
Apple’s annual developer conference starts next Monday, June 4th. Consistent with past WWDC’s, announcements will be software heavy. Most notably a preview of iOS 12 and the upcoming MacOS. We expect Monday’s keynote to be highlighted by extending the reach…
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Apple
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Artificial Intelligence
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Augmented Reality
Gene Munster
Autonomy & Apple as a Service
The New York Times reported that Apple has signed a deal with Volkswagen to manufacture electric T6 Transporter vans outfitted with Apple’s autonomous sensor suite to be used as self-driving shuttles for employees. This is significant because it plays into…
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Apple
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Artificial Intelligence
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Autonomous Vehicles
Gene Munster
Fortnite Launches Ranked Play, Commits $100M to Esports
Fresh off of Fortnite’s first foray into ranked play on May 17th, Epic Games has committed $100M in prize pool money for Fortnite competitions in the 2018-2019 season. The ranked play ‘Solo Showdown’ game mode was available to players from…
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Gaming
Gene Munster
Feedback Loup: Oculus Go’s Baby Steps for VR
Facebook announced the release of their Oculus Go standalone VR headset at the F8 developer conference on May 1st, and gave every attendee at the conference a free device. The Go is an easy access point for getting into VR…
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Augmented Reality
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Meta
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