Themes

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…

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…

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…

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…

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.…

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…

We were set to publish a note on targets from major automakers to ramp production of electric and autonomous vehicles when we heard the news from Tempe.  Regardless of who was responsible, it’s a tragic reminder about the dangers of road…

We’re excited to introduce the first 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 timing, winners,…

Tesla temporarily suspended production of the Model 3 late last month. We were expecting temporary Model 3 production stoppage later this year for factory retooling, but stoppages are already happening. We’re expecting 2,000 Model 3s per week at the end…

Ian Stevenson. Ian is an Assistant Professor at the University of Connecticut in the Statistical Neuroscience Lab. Ian originally began his career in Physics, but moved into statistical neuroscience for his PhD at Northwestern University. At Northwestern, he developed “Stevenson’s Law”…

We’re bullish on esports and committed to learning more about the space. The following note is an introductory piece that ‘shows our work’ as we get up to speed. Given the recent explosion in popularity of esports leagues, we wanted…

After markets closed, Finisar (FNSR) reported earnings for the Jan-18 quarter. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood immolator and dot projector on the front of the…