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Gene Munster
My Barber Asked if He Should Buy Bitcoin
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.
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Cryptocurrency
Gene Munster
Apple Wearables Drafting on Tech’s Push into Healthcare
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…
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Amazon
,
Apple
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Artificial Intelligence
,
Google
Gene Munster
Key iPhone X Supplier Receives Qualification and Meaningfully Expands Capacity
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…
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Apple
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Augmented Reality
Gene Munster
Alexa First to Business but Google AI Close Behind
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…
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Amazon
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Artificial Intelligence
,
Google
Gene Munster
MVP for Dummies: Robotic Enhanced Training Here to Stay
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…
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Feedback Loup
,
Robotics
Loup Ventures
Why the Money’s on 3D and AR for Mobile
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…
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Augmented Reality
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Virtual Reality
Gene Munster
Cyber Monday: Premium Brands Scale Back
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…
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Retail
Why You Should Buy a Roomba Vacuum in the Next 5 Days
With consumers appetite for robotic technology continuing to grow, we anticipate domestic robots, which include robotic vacuums, mops and lawnmowers, to be one of the hottest gifts this coming holiday season. While there are many kinds of domestic robot brands,…
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iRobot
,
Robotics
Andrew Murphy
2017 Loup Ventures Holiday Gift Guide
Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…
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Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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iRobot
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Meta
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Robotics
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Tesla
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Virtual Reality
Gene Munster
Nvidia Foundational Player In Future of Tech; Introducing 5-Yr Model
Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…
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Artificial Intelligence
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Augmented Reality
,
Autonomous Vehicles
,
Nvidia
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Virtual Reality
Gene Munster
HomePod Delay Suggests Siri Integration is Harder than Expected
Apple announced today that it will not release the HomePod in December as planned – delaying the launch until “early 2018” instead. We believe that Siri integration – and, more broadly, digital assistant hardware – is more challenging than our…
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Artificial Intelligence
Andrew Murphy
Waymo Unleashes Autonomous Cars – Now Must Earn Public’s Trust
On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…
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Artificial Intelligence
,
Autonomous Vehicles
,
Google
,
Robotics
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