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Next week, likely Jan 2nd or Jan 3rd, Tesla will release delivery and production numbers for the Dec-17 quarter. We estimate Model 3 deliveries will total 2,500 vehicles, below the Street at 5,200. We’re looking for Model S and X…

Smart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…

After a six-year wait, Magic Leap has finally released their highly anticipated headset. With almost $2 billion in funding, one of the country’s most secretive startups has been developing a mixed reality headset that is considered to be a cut above the…

Special thanks to Austin Bohlig for his work on this note.  This morning Apple announced they will be investing $390M in Finisar (FNSR), which is the company’s second largest vertical-cavity-surface-emitting-laser (VCSEL) supplier. VCSEL arrays are the key technology that powers 3D sensing applications…

Written by guest authors Lindsay Boyajian, Product Marketing, and  Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…

Cryptocurrencies are a polarizing topic: We believe they have a future in how consumers store wealth and transact, but the fundamentals suggest that we are in a near term bubble.

Healthcare is in the midst of a dramatic transformation. This may seem obvious, but the culmination of this week’s news – CVS buying Aetna to create a new healthcare platform and Apple partnering with Stanford to carry out a medical…

Finisar (FNSR) reported earnings for the Oct-17 quarter and the company announced they began shipping production quantities of VCSEL arrays. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood…

Bottom Line. Alexa has 70-80% smart speaker market share and is pedal to the metal in expanding the market beyond the consumer today, being the first company to target the business opportunity. While we expect Alexa will continue to be the…

Visit to the toy department. We visited the robotics toy department in the form of a high school football field to test the Mobile Virtual Player (MVP) Drive, an $8,000 robotic tackling dummy that has been adopted this year by…

Written by guest author Matan Libis, VP of Product at WakingApp. Remember when VR headsets were going to be as ubiquitous as iPhones? The launch of Facebook’s Oculus Rift and HTC’s Vive in the spring of 2016 was met with…

Absent from Cyber Monday and Black Friday promotions were premium direct-to-consumer brands. We checked the websites of 27 premium brands (and brands styling themselves as premium) on Black Friday and Cyber Monday and found only 7 of them offered promotions…