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Deepwater TV
Gene Munster, Doug Clinton
Loup TV 118: Blackberry Tech Addiction, Google Dodges Regulation, OpenSea Raises $13.3B
Gene and Doug discuss three topics that caught their attention today: Takeaways: Today’s news that Blackberry has terminated its services is a reminder that the company was first on the market to inspire phone addiction. Smartphones leveled up user addiction…
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Deepwater TV
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Future
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Google
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News
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Tech Addiction
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Technology
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Themes
Gene Munster, Doug Clinton
Loup TV 115: 2022 Tech Predictions Deep Dive
Gene and Doug do a deep dive into Loup’s 2022 tech predictions. Takeaways: Apple and Facebook will battle for the spot as top performing FAANG stock, with both companies benefiting from anticipation around the metaverse. The reason for our optimism…
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Apple
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Autonomous Vehicles
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Deepwater TV
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Meta
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Tesla
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Themes
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Virtual Reality
Gene Munster
Loup TV 114: Tesla Update (V11)
Gene and Rebecca discuss Tesla’s latest software update and conclude that it is a step forward. Takeaways: Tesla’s recent UI lays the groundwork for future user customization and highlights the potential for an app store. While many users see the…
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Autonomous Vehicles
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Deepwater TV
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Tesla
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Themes
Gene Munster, Doug Clinton
Loup TV 113: Dorsey’s Entertaining Web 3.0 Comments
Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.
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Augmented Reality
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Blockchain
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Contrarian Mindset
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Cryptocurrency
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Deepwater TV
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Meta
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Twitter
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Virtual Reality
Gene Munster, Doug Clinton
Loup TV 112: Web 3.0 Is Foundational to the Metaverse
Gene and Doug discuss recent Web 3.0 comments from Elon Musk and Jack Dorsey and conclude that it’s foundational to the Metaverse.
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Blockchain
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Contrarian Mindset
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Deepwater TV
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Meta
Gene Munster, Doug Clinton
Loup TV 110: How Long Is This Tech Stock Chaos Going to Last?
Gene and Doug discuss how future Fed decisions will impact tech stocks. Spoiler alert, the next couple of months should be volatile.
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Deepwater TV
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Technology
Gene Munster, Andrew Murphy
Loup TV 108: Facebook’s Name Change Is a Big Deal
Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.
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Apple
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Augmented Reality
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Deepwater TV
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Meta
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Virtual Reality
Gene Munster
Loup TV 107: Masterworks Goes Unicorn
Masterworks, a Loup portfolio company, recently raised $110M at a valuation north of $1B. Gene is joined by Masterworks CEO and founder, Scott Lynn, to discuss what becoming a unicorn means for the business of making investing in blue chip art…
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Deepwater TV
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Venture Portfolio
Gene Munster, Andrew Murphy
Loup TV 105: Apple’s Regulatory Game of Cat-and-Mouse
Gene & Andrew discuss how the latest changes in App Store policies keep the company ahead of regulators, and why the cat and mouse game will continue.
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Apple
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Deepwater TV
Gene Munster
Loup TV 104: Tesla Bot Steals AI Day
Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to recap Tesla AI day, along with the surprise announcement, Tesla Bot.
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Deepwater TV
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Tesla
Gene Munster, Doug Clinton
Loup TV 102: Apple Health Needs to Solve Data
Gene and Doug discuss paths forward for Apple’s health initiatives and conclude the first step is to solve for data integrity and data privacy.
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Apple
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Deepwater TV
Gene Munster, Doug Clinton, Andrew Murphy
Loup TV 101: Big Tech Earnings Show Durability
Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.
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Amazon
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Apple
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Deepwater TV
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Google
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Markets
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Meta
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