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Themes
Gene Munster
Apple as a Service Part 4: New Product Categories
Optionality around new product and service categories is the 4th and final pillar to our Apple as a Service thesis. We expect a stable iPhone business (part 1), a growing Services segment (part 2), and capital returns (part 3) to…
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Apple
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Autonomous Vehicles
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Retail
Andrew Murphy
Amazon’s Next Massive Market: Healthcare
CNBC reported on Friday that Amazon is building a health and wellness team inside its Alexa division to work on making Alexa a better tool for healthcare. Amazon, Berkshire Hathaway, and JP Morgan recently announced plans for a joint healthcare company focused on…
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Amazon
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Artificial Intelligence
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Audio
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Health
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Loup Ventures Podcast
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Retail
Gene Munster
AAPL’s Paradigm Shift
We’re entering a new paradigm related to investing in Apple defined by 4 key themes that we call ‘Apple as a Service.’ Greater visibility in the iPhone business (62% of revenue), albeit at a 0-5% growth rate. This stability is…
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Apple
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Autonomous Vehicles
Gene Munster
Nvidia Posts April Results; Continues to Advance Frontier Tech
Nvidia reported April earnings after the close today. Shares of NVDA are down 3% in after-hours trading given the company missed Datacenter revenue by a fraction of a percent. High growth stories have high bars to clear, and the company…
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Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Gaming
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Nvidia
Doug Clinton
008 – Ian Burkhart
Ian Burkhart was born in 1991 in Columbus, Ohio. He is the oldest of four children and was actively involved in lacrosse and boy scouts throughout his youth. During the summer after his freshman year, Ian and a group of…
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Neurotech
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Neurotech Podcast
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Podcasts
Doug Clinton
XPONENTIAL 2018 – The State of The Drone Industry
Last week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…
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Amazon
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Autonomous Vehicles
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Google
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Robotics
Andrew Murphy
Google I/O: The Pendulum Swings
The pendulum has swung. Perhaps this is a product of being 10+ years into the smartphone cycle. In the past, we walked away from developer conferences with lots of new products and features. Now, there is a greater focus on privacy, user…
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Artificial Intelligence
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Google
Gene Munster
Feedback Loup: Model 3 Test Drive
It has been a tough day for Tesla. Shares opened down 5% and drifted lower throughout the day after Wednesday night’s circus disguised as an earnings call. On the call, Tesla provided incrementally negative commentary regarding Model 3 profitability. As believers…
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Autonomous Vehicles
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Feedback Loup
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Tesla
Doug Clinton
All Technology Is Good and Evil
The core insight of science fiction is that all technologies live on a spectrum of good and evil, useful and harmful, and our perception of their place on that spectrum vacillates over time. It’s a truth that we've long known…
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Artificial Intelligence
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Audio
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Augmented Reality
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Autonomous Vehicles
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Virtual Reality
Gene Munster
F8: Community & Privacy Tools, Putting the Hammer Down on VR & AR
Conclusion. This week we’re attending F8, Facebook’s annual developer conference. We have been down on the Facebook story given the negative effects it has on society (i.e. most people don’t feel better after being on Facebook) have recently outweighed the…
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Augmented Reality
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Meta
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Virtual Reality
Gene Munster
Lights Out: Amazon Flexes Its Profit Muscle
Amazon reported Mar-18 results highlighted by profitability that was 2x analyst expectations. Recall that from time to time Amazon will flex its gross margins to remind investors of the model’s leverage potential. Going forward we expect margins to dip lower…
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Amazon
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Retail
Andrew Murphy
Smart Glasses’ Near-Term Lose-Lose Situation
Earlier today, Snap resurrected Spectacles with version 2 for $150 (up from $130). The updated Spectacles have a slightly sleeker design, the ability to take pictures, new colors, optional prescription lenses, and water resistance.
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Augmented Reality
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Snapchat
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