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Gene Munster
iRobot’s Results Indicate Home Automation Becoming Mainstream Theme
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…
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iRobot
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Robotics
Doug Clinton
007 – Chad Bouton
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…
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Neurotech
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Neurotech Podcast
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Podcasts
Gene Munster
Comforting Confirmation around Separation of Google’s Search and Privacy
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,…
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Artificial Intelligence
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Autonomous Vehicles
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Google
Gene Munster
iRobot Pricing Trends Suggest Demand for Roombas Has Not Slowed
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…
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iRobot
,
Robotics
Andrew Murphy
Feedback Loup: Star Wars Holochess
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…
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Augmented Reality
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Feedback Loup
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Gaming
Gene Munster
Victory Royale! Fortnite is Exploding
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…
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Audio
,
Gaming
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Loup Ventures Podcast
Gene Munster
Seeing The Road Ahead: The Undervalued Self-Driving Asset of Data
This is the 4th in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…
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Autonomous Vehicles
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Google
,
Tesla
Andrew Murphy
Transformations: Wrapping an Old Fish in a Piece of Paper Called Change
Written by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. Note: size of bubble represents FY 2017 company revenue In recent years, companies in the retail and consumer goods space have touted “business…
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Amazon
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Retail
Gene Munster
Adrenaline Shots for Apple AI
Apple has been criticized for not doing enough in AI. Two recent announcements show the company is closing the gap. In the past two weeks, the company has announced the hiring of Google’s AI head, and an AI partnership with…
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Amazon
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Apple
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Artificial Intelligence
,
Google
,
Microsoft
Gene Munster
Apple’s AI Coup
Apple has hired John Giannandrea who formerly served as Google’s head of AI and Search. Given the industry’s shortage of AI talent, Giannandrea brings expertise along with credibility, critical in recruiting. Giannandrea will likely be working on AI-powered interfaces that…
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Apple
,
Artificial Intelligence
,
Google
Gene Munster
Seeing the Road Ahead: The Importance of Cameras to Self-Driving Vehicles
This is the third in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…
Read more
Autonomous Vehicles
,
Tesla
Gene Munster
Ready Player One
We’ve been waiting two years for this. Steven Spielberg’s Ready Player One, based on the 2011 Ernest Cline novel of the same name, was released Thursday to much anticipation in the VR community. The story’s conflict plays out in two…
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Virtual Reality
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