Themes

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…

While a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does…

Following iRobot’s Analyst Day, 3 themes stood out that confirm iRobot will remain one of the leading consumer robotic companies in the world for years to come. They include extremely low household penetration rates domestically and internationally, iRobot’s multi-million unit install…

We tested Target’s Drive Up service with 10 separate orders. The most important metric, park-to-depart, average time was an impressive 1:18 seconds. This delightful service that will gain traction, and something that Amazon can’t offer today. This does not change…

We completed our annual Apple Pay review and found year over year growth has been impressive with active users more than doubling (source: Apple), transactions more than tripling (source: Apple) and online merchant adoption increasing by ~50% (source: Loup Ventures).…

We recently surveyed 520 US consumers about smart speakers and found that 89% of respondents were satisfied with them. A closer look at the results reveals the reason for this high satisfaction; early use cases are simple (Music, weather, general…

Garauv Sharma. Garauv won the 2016 BCI Award for real-time cortical control of functional wrist and finger movements in a human with quadriplegia. Gaurav currently works as a Senior Research Scientist at Battelle Memorial Institute in Ohio. Gaurav holds the lead…