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Gene Munster
Apple Supplier Experiences Delay, but Believe iPhone Launch Unaffected
Special thanks to Austin Bohlig for his work on this note. We have updated comments regarding the upcoming iPhone launch following Finisar’s (FNSR) FQ1 earnings results, which we believe is one of Apple’s VCSEL array suppliers. Vertical-cavity surface-emitting lasers (VCSEL) are…
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Apple
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Augmented Reality
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News
Gene Munster
Beware of the Legislative Slow Hand as Self Drive Act Inches Forward
Yesterday, the U.S. House of Representatives passed proposed legislation that would make it easier for companies to test self-driving cars on the roads. The new rules would add as many as 100,000 autonomous test vehicles to U.S. roads every year,…
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Artificial Intelligence
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Robotics
Gene Munster, Austin Bohlig
Auto Outlook 2040: The Rise of Fully Autonomous Vehicles
The global automotive industry is quickly approaching a transformation that should fully take shape by 2040. While 20 years doesn’t seem very far away, keep in mind that technology is advancing at an accelerating pace — the next 20 years…
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Apple
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Artificial Intelligence
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Google
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Robotics
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Tesla
Gene Munster
Apple Event Preview
We don’t expect many surprises at Apple’s September 12th event (see our expectations detailed below). That said, the event will mark an important new chapter for Apple centered on augmented reality, which will eventually replace the smartphone over the next…
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Apple
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Augmented Reality
Gene Munster
The Consortium Conundrum & the Race for Autonomous Driving
The ambitious and multifaceted endeavor that is fully autonomous driving seems simply too large a task for one company to undertake. In the race for autonomy, automakers, software experts, hardware manufacturers, and ridesharing companies are turning to each other in…
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Google
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Robotics
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Tesla
Gene Munster
ARCore + ARKit Make Augmented Reality Ubiquitous
On Tuesday, Google released a developer preview of ARCore, a platform for developers to build augmented reality apps for Android. ARCore brings augmented reality to the world’s largest mobile operating system, starting with just the Pixel and Galaxy S8, but…
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Apple
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Augmented Reality
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Google
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Meta
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Microsoft
Gene Munster
HomePod Uniquely Positioned to Win Smart Speaker Market
In December, Apple will ship HomePod, a smart speaker with a unique focus on music. Don’t be fooled, however, by HomePod’s music-focused marketing; Apple has a grander vision than delivering a better sounding Echo. The company is making Siri a…
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Amazon
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Apple
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Artificial Intelligence
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Google
Gene Munster
Apple’s Core ML Brings AI to the Masses
AI is one of the core themes on which we focus at Loup Ventures. And as analysts, we heard Google, Facebook, Amazon, and Apple emphasizing their focus on AI over the last several years. Google CEO Sundar Pichai has commented…
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Amazon
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Apple
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Artificial Intelligence
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Google
,
Meta
Doug Clinton
Humans Are a Bigger Existential Risk Than AI
Elon Musk continues to warn us of the potential dangers of AI, from debating the topic with Mark Zuckerberg to saying it’s more dangerous than North Korea. He’s called for regulating AI, just as we regulate other industries that can be dangerous to humans.…
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Artificial Intelligence
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Future
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Philosophy
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Tesla
Doug Clinton
Machines Taking Jobs: Why This Time Is Different
Will AI and robotics revolutionize human labor or not? More than half of all US jobs could be disrupted by automation in the next several decades; at least that’s our opinion. About half the people we talk to disagree. Those…
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Artificial Intelligence
,
Future
,
Philosophy
,
Robotics
Gene Munster
Faceoff: Amazon Echo Show vs Google Home Part II
As a part of our continuing efforts to understand the ways and speed at which artificial intelligence enters our everyday lives, we reexamined two home assistants based on a study we performed in February. The two most popular assistants, Google…
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Artificial Intelligence
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Feedback Loup
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Google
Andrew Murphy
AGV Deep Dive: How Amazon’s 2012 Acquisition Sparked a $10B Market
Special thanks to Austin Bohlig for his work on this note. Amazon’s 2012 acquisition of Kiva Systems was the spark that ignited the Autonomous Guided Vehicles (AGV) industry, which we believe will represent a $10B market by 2025. We’ve taken a…
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Amazon
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Artificial Intelligence
,
Robotics
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