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Gene Munster
Apple Acquires AI Company Lattice Data
Apple recently acquired Lattice Data, a dark data mining company. Lattice Data takes “dark data,” meaning unstructured text and images, and turns it into structured information that can be used by traditional data analytics tools. Lattice Data began as a…
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Apple
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Artificial Intelligence
Gene Munster
Snap’s Pain is AR’s Gain
On Wednesday, Snap reported earnings for the first time. Most investors saw Snap’s results as a disappointment, primarily because they missed on revenue and didn’t meet DAU expectations. Investors expected Snapchat to reach about 168 million DAUs, but they only…
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Augmented Reality
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Meta
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Snapchat
Andrew Murphy
An Update on Commercial Drones #AUVSI2017
If artificial intelligence is the brains, then robots are the brawn in the future of work. Earlier this week, we attended the AUVSI XPOENTIAL trade show in Dallas, the largest global gathering of unmanned systems providers, robotic software developers, and…
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Artificial Intelligence
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Audio
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Loup Ventures Podcast
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Robotics
Gene Munster
Feedback Loup: Snapchat Announces Diminished Reality
On Tuesday, Snapchat rolled out new features to its platform, including an infinite snap timer, looped videos, emoji drawing, and a magic eraser. With the new snap timer and looped videos, recipients will now be able to see a picture…
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Augmented Reality
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Feedback Loup
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Snapchat
Doug Clinton
Facebook Planting A Flag In AR
Facebook reported Q1 earnings last night and briefly discussed its augmented reality and virtual reality efforts on the call. Following the trend of F8 last month, CEO Mark Zuckerberg spent more time talking about augmented reality than virtual reality. Zuckerberg…
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Augmented Reality
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Meta
,
Virtual Reality
Loup Ventures
Tesla is the Next Apple
This note was originally published on Business Insider.
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Apple
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Artificial Intelligence
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Audio
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Loup Ventures Podcast
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Robotics
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Tesla
Gene Munster
Apple Results Reinforce Importance of AR
Apple reported Mar-17 quarterly results below Wall Street – and Loup Ventures’ – expectations. Judging by the mild negative reaction of the stock in after-market trading, it appears that investors are focused on the coming iPhone X product cycle and beyond.…
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Apple
,
Augmented Reality
Gene Munster
Apple Results & Guidance a Non-Event; Clear Sailing to iPhone X
Expect Slight Upside In Mar-17 From Easy Comps and Typical Conservative Guidance for Jun-17. Apple reports Mar-17 quarterly results tomorrow, May 2nd. Despite shares at an all time high, investor optimism for an iPhone X super cycle this fall remains…
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Apple
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Augmented Reality
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News
Gene Munster
Face Off: Siri vs. Google Assistant vs. Cortana
The importance of voice assistants in the screenless future is hard to overestimate. We see speech-driven user interfaces as a key component of the next computing paradigm, so it’s helpful to understand empirically where each platform stands today. In February, we compared…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Microsoft
Andrew Murphy
Amazon Is Doubling Down on AI
Amazon’s Q1 earnings call last night sounded somewhat similar to Google’s call just an hour earlier, highlighting a lot of the same AI and machine learning investment themes. Jeff Bezos discussed increasing leverage of AI and machine learning to drive operational efficiencies…
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Amazon
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Artificial Intelligence
Gene Munster
Google Earnings Reiterates AI, VR, AR Ambitions
Google CEO Sundar Pichai used tonight’s Q1 call to double-down on his “AI-first” mantra. Several areas were highlighted, where Google will lead and define its mission to organize the world’s information with machine learning. Beyond AI initiatives to enhance core…
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Artificial Intelligence
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Autonomous Vehicles
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Google
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News
,
Virtual Reality
Andrew Murphy
Facebook Pushes Further Into AR
In an interview with Recode following Facebook’s F8 conference, Mark Zuckerberg laid out his rationale for Facebook’s big bet on augmented reality:
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Augmented Reality
,
Meta
,
Virtual Reality
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