Virtual Reality

The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…

Virtual reality (VR) is an exciting new technology with tremendous near and long term implications for society. While not mainstream yet, VR is on its way towards becoming the next major computing platform along with augmented reality. There are now…

On Saturday, popular electronic dance music (EDM) artist Marshmello performed a live 10-minute set on Fortnite, the free-to-play game that continues to transform the gaming space. Here’s our favorite video and here’s Marshmello’s video. In our view, the concert is a great example of…

Facebook shares are up ~11% after hours as the company showed users and advertisers have not gone anywhere despite 2018’s privacy backlash. Strong average revenue per user (ARPU) growth shows Facebook is getting better at monetizing its massive user base…

As we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…

Companies are always looking for the next best way to market their products and services. In a world where we are seeing hundreds to thousands of ads per day both online and offline, it is hard for brands to stand…

1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…

This is the third of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part III explains how the virtual universe’s economy could operate and all the new business opportunities that would come…

A while back, I laid out an argument for why I think neurotechnology is an important and compelling field: it entails investigating, fixing, and enhancing the brain—the substrate of human phenomenological existence. Here, I want to discuss the ethics of…

This is the second of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part 2 explains why you should care about the Metaverse and why it has the potential to be one…

This is the first of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part 1 explains what the Metaverse is and paints a picture of what it could be like to experience…

In September, Facebook hosted its 5th annual Oculus Connect conference (OC5), showcasing the latest innovations in virtual reality (VR). Interest in the event and VR more broadly has stalled, but we remain optimistic that over the next five years there…