Themes

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…

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.…

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…

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…

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…

“People tend to overestimate the amount of change that can happen in the near-term, and understate it in the long-term.” Huei Peng, Director of Mcity Last week we made a trip to Ann Arbor, Michigan to hear more about Mcity.…

Following encouraging comments from Apple’s leading VCESL laser supplier, Lumentum (LITE), on their FQ4 conference call this morning, we have become incrementally more upbeat on Apple’s next iPhone launch, and specifically the number of phones that will have advanced 3D…

People tend to overestimate what happens in short-term, and underestimate what happens in the long-term. We believe that notion will define the Tesla story over the next six years. We caution that it will take time for the Tesla story…

Apple’s Jun-17 results highlight that its iPhone and Services business remain solid, despite the headwind of consumers holding off on upgrading in anticipation of a new iPhone this fall. For Apple, this is a good place to be as the…

There’s been a lot written about the Model 3 and little more I can add about the car, but I’d like to share something I noticed at my first Tesla event last week: the incredible power of a shared mission.

A version of this article was originally published on Medium by Michael Thompson. Neurable’s BCI headset for HTC Vive® Today Neurable is offering a first look at a product that is without precedent in modern tech: a brain-computer interface for virtual…

We continue to believe the Model 3 will be the most important catalyst to the world’s adoption of EV and autonomous driving. And we expect it to play a big role in commercializing and consumerizing AI and robotics technologies. Heading…