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Themes
Mcity Expert Weighs In On Autonomous Driving
“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.…
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Artificial Intelligence
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Robotics
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Tesla
Massive VCSEL Laser Order Confirms Apple Continues To Bet Big on Augmented Reality
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…
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Apple
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Augmented Reality
Gene Munster
Tesla: Short Term vs. Long Term
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…
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Artificial Intelligence
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Robotics
,
Tesla
Gene Munster
Cook: AR “Is One of Those Huge Things That We’ll Look Back At and Marvel”
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…
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Apple
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Artificial Intelligence
,
Augmented Reality
Gene Munster
Tesla’s Stealth Advantage: Shared Mission
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.
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Artificial Intelligence
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Robotics
,
Tesla
Announcing the World’s First Brain-Computer Interface for Virtual Reality
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…
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Neurable
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Venture Portfolio
,
Virtual Reality
Gene Munster
Model 3 Hand-Off Event: Our Top 10 Questions Answered
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…
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Artificial Intelligence
,
Robotics
,
Tesla
Andrew Murphy
Teradyne’s Robot Business Proves Co-Bot Market is Real and Inflecting
Special thanks to Austin Bohlig for his work on this note. We believe we are seeing a paradigm shift in the manufacturing sector, where robots and humans are beginning to work together side-by-side. These robots that are working alongside people (not…
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Robotics
Gene Munster
Tesla’s Breakout Will Take Longer But Will Be Bigger Than You Think
We are publishing our Tesla model with forecasts out to 2023. We’re believers that Tesla will play a central role in two upcoming paradigm shifts: 1) EV and autonomous transportation, and 2) renewable energy – driven by Tesla’s core competencies…
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Artificial Intelligence
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Robotics
,
Tesla
Andrew Murphy
iRobot’s Dominance Shows That Making A Robot Is Hard
Special thanks to Austin Bohlig for his work on this note. We believe the domestic robot market, which includes robotic vacuums, mops, and lawnmowers, is one of the most promising sub-categories within the robotics space. Following iRobot’s Q2 results, we are…
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Robotics
Gene Munster
Google Is Betting On The Right Long-Term Trends
Following the company’s Q2 earnings release, Google shares are down 3%, based on higher traffic acquisition costs (TAC). As a percentage of revenue, TAC increased to 11.1%, up from 8.8% a year ago. We think this is a classic example…
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Artificial Intelligence
,
Augmented Reality
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Google
,
Virtual Reality
Andrew Murphy
The Gold Rush of ARKit
When Apple launched the iPhone SDK in March 2008, they correctly anticipated a gold rush for iOS developers selling apps on the new App Store. Another gold rush is about to begin with the debut of iOS 11 and ARKit.
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Apple
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Audio
,
Augmented Reality
,
Loup Ventures Podcast
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