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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
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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
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Google
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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
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Artificial Intelligence
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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
Loup Ventures
AI Is Pulling Off Its Own March Madness Upset
In what is becoming an annual tradition, we entered a bracket chosen by artificial intelligence into the Loup Ventures March Madness pool. (See our 2017 results here) Given this year has proven especially challenging to predict due to the uncanny number…
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Artificial Intelligence
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Microsoft
How To Think About Recent Volatility in Tech
Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Meta
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Nvidia
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Retail
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Robotics
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Tesla
Nvidia; Buy More GPUs, Save More Money
NVDA shares dropped 8% today on the announcement they temporary stopped autonomous testing and market sell off. While the company did not comment on timing, we expect testing to resume in the next 3 months. CEO Jensen Huang held a…
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Artificial Intelligence
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Autonomous Vehicles
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Nvidia
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Virtual Reality
Gene Munster
Apple Education Playbook: Hardware, Software, Services… and Creativity
Apple announced an updated iPad along with a suite of programs that enable educators and students to pursue creativity, which is critical in the future of education. We estimate education accounts for 10-15% of Apple’s business. We believe today’s announcements…
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Apple
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Augmented Reality
Doug Clinton
006 – Dr. Stephen Rainey
Dr. Stephen Rainey. Dr. Rainey is a research fellow at the Oxford Uehiro Centre for Practical Ethics. He is a working in the Horizon2020-funded project BrainCom, developing therapeutic brain-computer interfaces that will enable communication for users with debilitating speech conditions. Dr.…
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Neurotech
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Neurotech Podcast
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Podcasts
Gene Munster
Seeing the Road Ahead: What You Need to Know About LiDAR
This is the second 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
Artificial Intelligence
,
Autonomous Vehicles
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