Investment Philosophy

Building a Business for the Long Term

Vibrant culture driven by shared values separates the best companies from the rest. Without clearly stated values, a “company” is just a temporary group of people, not a sustainable organization. Working together over the past 10 years, we’ve identified a…

Investment Philosophy

Education Could Drive Mass VR Adoption

Education is shaping up to be one of the biggest under-the-radar opportunities in VR. We talked about consumer education related to VR in our VR Excitement Index. Education ranked second in terms of consumer interest in VR content in our…

Investment Philosophy, Virtual Reality

The 5 Focuses: Analyzing The Top Priorities Of The Top Tech Companies

As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…

Amazon, Apple, Artificial Intelligence, Augmented Reality, Google, Investment Philosophy, Meta, Robotics, Virtual Reality

Innovate Like Apple, With Baby Steps

When Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…

Apple, Augmented Reality, Investment Philosophy

Reinventing Oneself: Apple and Loup Ventures

We are believers that every 10-15 years people need to reinvent themselves. It’s a natural progression. As the world changes, we need to change with it. We believe the world is about to undergo a major change in how we…

Apple, Investment Philosophy