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Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps (including gaming) will allow steering in the future. This begs the question: How will steering impact app developers’ conversion and profitability? Both Tesla and…

Today marks the first episode of Loup TV Weekly, where we discuss the most important developments in tech for the week ending on March 25. Spotify and Google announced User Choice Billing, a new agreement to allow users to pay subscriptions through Spotify…

The global supply chain will likely change rapidly over the next decade, shifting away from China. Apple saw it coming in 2018 and will be aggressively investing a projected $430B in US tech infrastructure over the next five years, along…

Amazon’s $8.5BN deal with MGM has officially closed. Not only does the acquisition open access to vaults of 4,000 film titles, 17,000 TV episodes, 180 Academy Awards and 100 Emmy Awards, it also pronounces a final departure from the era…

Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…

Tesla raises its prices by 5-10% in part due to the high price of nickel. While this past week has included two price hikes for the company, there’s a likelihood these prices will come down again. The most recent upgrades…

Foxconn, the maker of the iPhone, plans to diversify and build a $9BN factory in Saudi Arabia. Though the company’s pledge to invest $12BN in Brazil years ago did not pan out, Foxconn opened a new plant in India in…

Over the past month, we’ve discussed tech’s role in modern warfare — it’s a dynamic that continues to evolve. Most recently, Meta announced that they will allow expressions of violence toward the Russian invasion. This is notable as it is…

The Biden administration is asking for greater regulation around cryptocurrencies. We see this as a long-term positive for the platform given that it moves crypto from a fringe value transfer to the mainstream. The Department of Justice has more questions…

Nasdaq closed down nearly 4% as investor anxiety begins to shift from the conflict in Ukraine to a global recession.  Apple has been rumored to be bidding on NFL live content. We see a big opportunity for Apple in sports…

Takeaways: Amazon is pushing the FTC for a decision on whether the agency will allow its MGM deal. All eyes are on the outcome, given it will set the pace of tech M&A over the next couple of years. Sony…

Ford’s re-org was an effort to excite investors about the company’s progress in EVs. The plan would have been better received if there was formal split of the company. Big picture: there’s lots of optimism around EVs and it will…