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Gene Munster, Doug Clinton
Loup TV 157: Tesla to Double China Production; FB Blocked in Russia; Crypto’s Use Cases Grow
Takeaways: There were reports that TSLA has plans to increase its China production from 1.1M to 2M vehicles/year. As a point of comparison, VW expected to be able to produce 1M EVs in China in 2023. Bottom line is: China is…
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Deepwater TV
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Meta
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Tesla
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Themes
Gene Munster, Doug Clinton
Loup TV 155: Facebook Reels Will Challenge TikTok; The Metaverse Is Still Early; Gaming Addiction
Gene and Doug discuss: How a global launch of Facebook Reels will further the company’s aim to rival TikTok. While TikTok has a greater pool of content creators, Facebook better understands its users’ network of friends which could be an…
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Gaming
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Meta
Gene Munster, Doug Clinton
Loup TV 154: Reading the Tea Leaves on App Store Fees; Truth Social Has A Difficult Road Ahead
Gene and Doug discuss: How the U.S Senate’s bipartisan Open App Markets Act (S. 2710) will impact our digital ecosystem. The bill was passed with a 20-2 vote by the Senate Judiciary Committee, and aims to penalize developers with what…
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Apple
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Google
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Themes
Gene Munster
Loup TV 153: Blue Light Is A Real Problem, Eyesafe Is Trying to Fix That
Gene is joined by Justin Barrett (CEO/Co-Founder, Eyesafe), David Friess (VP of Global Medical Affairs, STAAR Surgical) and John Ryan (CEO, Vision Plans at Unitedhealth Group) to discuss the harmful effects of blue light emitted from our digital devices and…
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Themes
Loup TV 151: Amazon and Visa Power Struggle; Ford MachE Beats Tesla; Elon and the Fun Police
Amazon and Visa find a way forward. The two have reached a global resolution after a months-long dispute over processing fees. In November, Amazon threatened to stop accepting VISA in the UK, Singapore and Australia due to a 2% merchant fee,…
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Amazon
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Tesla
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Themes
Gene Munster, Doug Clinton
Loup TV 150: Google’s Privacy Settings; Paramount’s $6B Content Budget; Zuckerberg’s Metamates
Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…
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Apple
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Google
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Meta
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Themes
Gene Munster
Loup TV 149: Antora Energy Is Electrifying Heavy Industry
Gene is joined by Antora co-founder, Andrew Ponec, to talk batteries for heavy industry. They’re big, cost-efficient and the most likely path to turn manufacturing green. The company recently generated $50M in funding from Bill Gates’ Breakthrough Energy Ventures (BEV),…
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Themes
Gene Munster, Doug Clinton
Loup TV 148: Amazon’s $31B Ad Spend; Facebook Rebrands News; You May Be Able to File Taxes in Crypto
Gene and Doug discuss: Where there’s massive reach, there’s massive ad opportunity. Amazon increases its ad spend to $31B — which is larger than the ad revenue of Snap, Pinterest and Microsoft combined. Facebook launches its news aggregation service to…
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Amazon
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Meta
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Themes
Gene Munster, Doug Clinton
Loup TV 147: Super Bowl Ads Give Glimpse Into Future
EVs and Crypto got a lot of attention from Super Bowl advertisers. On the EV side, the long-term question is more about identity than percentage of vehicles that are electric. Featuring — General Motors, Chevy Silverado, BMW, Polestar, Kia and…
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Themes
Gene Munster, Doug Clinton, Andrew Murphy
Loup TV 146: Apple’s realityOS; Salesforce to Develop NFT Cloud; Another Tesla Recall
Takeaways: Apple’s open source code has mistakenly revealed references to a new ‘realityOS.’ While we don’t expect the MR headset to be released until 2023 at the earliest, this is confirmation that the product is in the works. Salesforce shared…
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Apple
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Tesla
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Themes
Loup TV 145: Microsoft’s Free Market Approach; Does Tesla Disrespect the Gov’t; Crypto Regulation Helps Broad Adoption
Takeaways: Microsoft’s blog post outlined their view that app stores should be open to multiple payment options. This puts the philosophy of both Microsoft and Epic at odds with Apple’s. Putting together a series of recalls and announcements surfaces the…
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Themes
Loup TV 144: The Peloton Bounce; Apple Adds Tap to Pay; D.C. Takes Issue with Tesla
Takeaways: • Good news for Peloton: they just hired a world-class CEO. The stock has been all over the place, which begs the question — How do you invest in rocket ships, not rollercoasters? • Apple invests in Apple Pay options…
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