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Andrew Murphy
Robot Fear Index: 31.5
Like many in the tech space, we believe robotics is changing the nature of work; however, public perception of robots is still a question mark. We developed our Robot Fear Index to measure and track the average consumer’s perception of robots. We…
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Amazon
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Apple
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Artificial Intelligence
,
Google
,
Robotics
Doug Clinton
The 5 Focuses: Analyzing The Top Priorities Of The Top Tech Companies
As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…
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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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Meta
,
Philosophy
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Robotics
,
Virtual Reality
Andrew Murphy
Feedback Loup: Cozmo by Anki
From time to time, we’ll review new products that are relevant to our focus themes: virtual reality, augmented reality, artificial intelligence and robotics. Our Feedback Loup series provides real customer feedback on the technologies shaping our future. We hope that our…
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Artificial Intelligence
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Feedback Loup
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Robotics
Doug Clinton
Snap Is A Camera Company Because Text Is Dead
Human communications have done a complete reversal since the emergence of the smartphone. To prove it, let’s briefly review the history of how we communicate. We started communicating with hieroglyphics — pictures on cave walls. That allowed us to share experiences and knowledge…
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Augmented Reality
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Meta
,
Snapchat
Gene Munster
Apple Dec. Quarter Preview: Stable iPhone, Focus On iPhone X, Services
Apple reports Dec-16 quarterly results on January 31st. We continue to be positive on the Apple story, given our thoughts on iPhone X and the features we expect to advance Apple’s lead in AR-enabled devices. We expect Apple’s Dec-16 quarter/Mar-17 guide…
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Apple
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Augmented Reality
,
Google
Gene Munster
Our Expectations For iPhone X
Yesterday, we talked about the steps forward that Apple took with the iPhone 7 and iPhone 7 Plus. In short: we see Apple building a competitive advantage in augmented reality (AR). The dual lens camera is a precursor to greater…
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Apple
,
Augmented Reality
,
Google
Andrew Murphy
Innovate Like Apple, With Baby Steps
When Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…
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Apple
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Augmented Reality
,
Philosophy
Doug Clinton
VR Over The Holidays: What To Expect For Oculus and Vive Sales In Q4
VR headsets may not have been the “it” gift of the holiday season, but there was definitely a pick up in consumer interest. Based on our analysis of Google Trends data, we believe that Oculus sold about 55k Rifts in…
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Meta
,
News
,
Virtual Reality
Doug Clinton
Seeing What We Say: Improving Siri And Alexa
We’ve been talking a lot about digital assistants lately. They were a big theme at CES and a recent survey of ours showed that US consumers view digital assistants as the fourth most frustrating tech product, behind devices, poor Internet…
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Amazon
,
Apple
,
Artificial Intelligence
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Future
,
Google
Gene Munster
Apple’s Services Biz Starts 2017 with a Blowout Day
Apple’s news release on App Store sales earlier today implies they generated $78M in App Store gross sales per day in 2016. We would have estimated New Year’s Day sales would gross about 30% more than an average day, or…
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Apple
,
Augmented Reality
,
News
,
Virtual Reality
Andrew Murphy
Digital Assistants: The Tech We Love to Hate
Alexa – you can’t live with her, you can’t live without her. Digital assistants are some of the most widely used and convenient technologies, but also some of the most frustrating tech we use. We can confirm that Alexa is “everywhere” at CES, now…
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Amazon
,
Apple
,
Artificial Intelligence
,
Google
Andrew Murphy
VR Excitement Index: 10.2
While we are big believers in virtual reality, along with many in the tech space, public perception of it is still a question mark. VR is far from mainstream with only a few million users globally today. We developed our…
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Virtual Reality
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