Deepwater TV

Gene and Andrew discovered a case study in aspirational marketing: Apple’s recent Mac event.

Gene and Andrew discuss the new Mac user experience, along with an intangible only Apple can do: streamlining the buying and selling experience.

Gene and Matt Joyce (independent Tesla analyst) discuss how the “Core Efficiency Index” simplifies the EV competitive landscape. Follow Matt on Twitter @matty_mogul.

Iconic video game analyst Mike Olson is now CFO of WISE Esports, overseeing Call of Duty and Rocket League teams. In the latest episode of Loup TV, Gene and Mike discuss the financial mechanics of an esports team.

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s guidance for December, along with the long-term potential in insurance, FSD, and energy. Follow Matt on Twitter @matty_mogul.

Gene and Doug discuss the DOJ’s objection to Google’s aggressive spending on traffic acquisition, the impact to Apple, and why this lawsuit may prove to be a long-term benefit to Google.

Gene and Doug discuss why despite air travel being down 65%, Airbnb’s business has largely rebounded.

Gene outlines why speed was not the most important takeaway from today’s event and why Apple is best positioned to capitalize on 5G in the long run.

Gene and Andrew talk about what to look for from the company’s anticipated 5G iPhone 12 lineup, including a smaller form factor iPhone 12 mini.

Gene and Doug discuss which big tech companies are most at risk following the release of the House Judiciary Committee’s antitrust (449 page) report.

Gene and Andrew discuss the origins of Prime Day, its financial impact to Amazon, and why it matters for investors.

Gene and Doug discuss why it’s best to have measured expectations around 5G in the near term, and optimism in the long term.