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Doug Clinton
The AI Portfolio: Non-Tech Companies Making AI Investments
Special thanks to David Kroger, Steve Van Sloun, and Austin Bohlig for their work on the Non-Tech AI Portfolio.
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Artificial Intelligence
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Audio
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Loup Ventures Podcast
Gene Munster
VR Sickness Should Be Mostly Solved In 5 Years
The sickness adoption hurdle. The timing of most tech adoption curves can be anticipated by a combination of cost and utility. The lower the cost, the higher the utility, the faster the adoption. We define mass adoption as 500m or…
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Audio
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Loup Ventures Podcast
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Virtual Reality
Doug Clinton
A Universal Basic Income For When the Robots Come
This note was originally published on Barron’s. Over the next several decades, human labor will be augmented then replaced by robots.
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Artificial Intelligence
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Robotics
Doug Clinton
Swinging for Grand Slams
If we had to sum up our investment approach in one word, it would be non-incremental. Venture capital is a power law game: the vast majority of venture returns come only from a few investments. We believe we have to…
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Artificial Intelligence
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Audio
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Augmented Reality
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Loup Ventures Podcast
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Robotics
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Startup
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Virtual Reality
Andrew Murphy
AR Is Coming To Life via Apple’s ARKit
At Apple’s Worldwide Developers Conference in June, the company announced ARKit for developers to create augmented reality-driven apps. Apple describes ARKit as a platform that, “combines device motion tracking, camera scene capture, advanced scene processing, and display conveniences to simplify…
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Apple
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Augmented Reality
Gene Munster
Model 3 Could Change The World: A Cost Of Ownership Study
We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. In 2017, our model concluded that…
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Apple
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Artificial Intelligence
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Tesla
Andrew Murphy
On The Screenless Future & Solving Customer Problems
Why do we think that some combination of AR wearables will eventually replace our smartphones? In short: because the customer is always right. Or, more specifically, solving customer problems is the best way to create value. I’ve been a regular…
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Apple
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Augmented Reality
Gene Munster
1.204 Billion
A Nod To Greg Packer. For those who were tuned in, June 29th 2007 lived up to the hype. Apple had been aggressive with TV advertising going into the iPhone launch, resulting in average lines of 350 people at the…
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Apple
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Augmented Reality
Loup Ventures
How the Future of Voice Search Affects Marketers Today
Written by guest author Lindsay Boyajian at Conductor Since Amazon announced its acquisition of Whole Foods, the running joke across social media has been, “Jeff Bezos said to Alexa, ‘Buy me something on Whole Foods,’ and Alexa bought Whole Foods.” This quip highlights the…
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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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Google
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Microsoft
Gene Munster
Apple 5-Year Model; Expect Apple Glasses In FY20
We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…
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Apple
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Augmented Reality
Andrew Murphy
Robotics Software and Services is Where the True Value Lies
We recently published a six-part series on the future of robotics including a detailed outlook through 2025 on the five major robotics categories: Industrial, Commercial, Domestic, Military, and Social. Each part highlighted our thesis, outlook and market size for each category of robotics hardware, but…
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Amazon
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Artificial Intelligence
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Robotics
Doug Clinton
Eric Schmidt is Wrong About Automation
At the Viva Tech conference in Paris, Google Chairman Eric Schmidt stated that he believes automation will create more jobs, not eliminate them. I think he’s wrong, and I hope he’s wrong. Disagreeing with the Chairman of the most advanced AI company in the…
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Artificial Intelligence
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Google
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Philosophy
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Robotics
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