Themes

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…

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…

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…

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…

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…

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.

iRobot, the leader in home robotics, reported impressive Mar-18  results, reiterated full-year revenue guidance, and modestly increased full-year EPS expectations. Heading into the quarter, we were optimistic demand was tracking ahead of expectations due to strong pricing trends throughout the…

Chad Bouton is the Center Head and Director of Bioelectronic Medicine (BEM) at the Feinstein Institute, the world’s leading research institute for this field. As an undergraduate student at Iowa State University (ISU), Bouton focused on electrical engineering. While in…

Google reported Mar-18 results effectively in-line with the Street. The company does not provide guidance. Most notable on the earnings call was CEO Sundar Pichai’s comment that search (90% of Google’s revenue) relies heavily on keywords and less on private data,…

iRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on a modest quarter/quarter improvement in pricing trends, we believe the company experienced another strong quarter of demand for Roomba and Braava products and…

Now you play chess in AR just like R2-D2 and Chewie. On Wednesday, Star Wars Holochess was released as an additional game mode on the Star Wars Jedi Challenges iOS app. This version of Holochess uses ARKit and allows users to…

Fortnite is a battle royale game, where 100 players parachute onto an island with the goal of being the last one standing at the end. A "storm" serves as a boundary that closes in at set intervals, shrinking the playable…