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Themes
Gene Munster
Tesla’s Multi-Billion Dollar Ride-Sharing Opportunity
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…
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Autonomous Vehicles
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Tesla
3 Analyst Day Takeaways on Why iRobot Will Lead for Years to Come
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…
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iRobot
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Robotics
Gene Munster
Target Taps into One Advantage Over Amazon
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…
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Amazon
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Retail
Gene Munster
Annual Apple Pay Review: Adoption Jumps, but Still a Long Way to Go
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).…
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Apple
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News
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Retail
Gene Munster
Smart Speaker Satisfaction High, but It’s Early Days
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…
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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
Doug Clinton
004 – Gaurav Sharma
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…
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Audio
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Neurotech
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Neurotech Podcast
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Podcasts
Doug Clinton
Defining the Future of Human Information Consumption
As automation frees us from the constraints of labor, the Experiential Age will bring about a golden era of exploring what it means to be human, and information utility will guide the way.
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Artificial Intelligence
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Augmented Reality
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Future
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Philosophy
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Venture Capital
Loup Ventures
Introducing the Loup Ventures Neurotech Podcast
We’re excited to announce that we’re launching a Neurotech podcast. As computing becomes more immersive, direct brain control is the optimal user interface. Throughout the history of computing – from desktop to laptop to smartphone to wearables – information is,…
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Neurotech
Doug Clinton
003 – Dr. Mikhail Lebedev
Mikhail “Misha” Lebedev, Ph. D. Born and raised in Moscow, Misha came to the United States after the Iron Curtain was lifted to continue studying Neurobiology. He has conducted research in Russia, Italy, Tennessee (where he earned his Ph.D.), Maryland,…
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Neurotech
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Neurotech Podcast
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Podcasts
Gene Munster
We Ran HomePod Through the Smart Speaker Gauntlet
Conclusion Yesterday, we put HomePod through the smart speaker gauntlet which included 782 queries along with comprehensive tests of sound quality and ease of use. Our methodology was comprised of 3 HomePods being tested throughout the day by the Loup…
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Amazon
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Apple
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Artificial Intelligence
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Google
Gene Munster
Nvidia Results: Intoxicating Combination of Faster, More Profitable Growth
What’s new. Shares of NVDA are up 7% after hours as the company reported an intoxicating combination of faster, more profitable growth. What’s new? Tonight’s results are further evidence of the magnitude of the opportunity ahead of Nvidia. Its products are…
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Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Nvidia
Doug Clinton
The Empathy Economy
We believe that automation will make customer service — delivering empathy — the most in-demand job in tech. Humans will need to take advantage of the three core capabilities that robots can't compete with: creativity, community, and empathy, and The…
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Audio
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Loup Ventures Podcast
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Philosophy
,
Retail
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