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Robotics
Consumer Neurotech: Volume II
Neurotech for Control In the first part of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. With the initial groundwork laid, we can finally dig into the technologies themselves. Here,…
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Artificial Intelligence
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Augmented Reality
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Gaming
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Neurotech
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Robotics
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Virtual Reality
Doug Clinton, Andrew Murphy, Gene Munster
Manifesto 2.0
We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Gaming
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Investment Philosophy
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Loup Ventures Podcast
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Neurotech
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Retail
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Robotics
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Virtual Reality
Gene Munster
Frontier Tech Spotlight: Teradyne Leading Co-Bot Market
The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…
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Frontier Tech
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Index
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Robotics
Gene Munster, Austin Bohlig
Navigating iRobot’s Product Cycles
We’re positive on iRobot long-term and believe it is one of the most investable robotics companies today. Even though IRBT is at an all-time high, shares experienced pullbacks of 14% in 2017 and 30% in 2018, with sell-offs triggered around…
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iRobot
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Robotics
Gene Munster, Austin Bohlig
Food Safety, Sustainability and Frontier Tech Leading an Evolution in Agriculture
Due to advancements in technology, as well as consumers’ growing appetite for locally grown leafy greens and vegetables that are both high in nutritional value and come with improved taste, an evolution is underway in the agriculture space. This is…
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Artificial Intelligence
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Robotics
Gene Munster, Austin Bohlig
iRobot Continues to Prove Market Dominance
iRobot reported a phenomenal Jun-18 quarter with results exceeding Street expectations across the board. The stock is currently up 15% on the results. These results further demonstrate iRobot’s dominance in the home robotics space. Following another quarter of higher than…
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iRobot
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Robotics
Loup Ventures
Launching the Loup Frontier Tech Index
At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
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Nvidia
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Robotics
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Tesla
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Themes
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Virtual Reality
Gene Munster
Investing in Bumblebee Spaces
We’re investing in Bumblebee Spaces as a play on AI and robotics helping to solve the problem of escalating housing costs. The company has a modular ceiling system to address storage needs. Bumblebee users can store a desk, bed, closet,…
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Artificial Intelligence
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Robotics
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Startup
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Venture Portfolio
Gene Munster
Why Amazon Will Sell Robots into the Home
Bloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…
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Amazon
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Artificial Intelligence
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iRobot
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Robotics
Doug Clinton
XPONENTIAL 2018 – The State of The Drone Industry
Last week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…
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Amazon
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Autonomous Vehicles
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Google
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Robotics
Gene Munster
iRobot’s Results Indicate Home Automation Becoming Mainstream Theme
iRobot, the leader in home robotics, reported impressive Mar-18 results, reiterated full-year revenue guidance, and modestly increased full-year EPS expectations. Heading into the quarter, we were optimistic demand was tracking ahead of expectations due to strong pricing trends throughout the…
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iRobot
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Robotics
Gene Munster
iRobot Pricing Trends Suggest Demand for Roombas Has Not Slowed
iRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on a modest quarter/quarter improvement in pricing trends, we believe the company experienced another strong quarter of demand for Roomba and Braava products and…
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iRobot
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Robotics
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