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Investment Philosophy
Doug Clinton
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…
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Investment Philosophy
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Virtual Reality
Doug Clinton
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…
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Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Investment Philosophy
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Meta
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Robotics
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Virtual Reality
Andrew Murphy
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…
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Apple
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Augmented Reality
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Investment Philosophy
Gene Munster
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…
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Apple
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Investment Philosophy
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