What’s on our minds

Gene’s joined by Matt Joyce (independent Tesla analyst) to hear more on his prediction that Tesla delivery growth will accelerate in 2021 to 70%, ahead of the Street’s 57% estimate. Follow Matt on Twitter @matty_mogul.

Gene’s joined by Rob Maurer of Tesla Daily to talk why Full Self-Driving may emerge as a central Tesla investor topic this year. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.

Gene is joined by mobility expert, Horace Dediu, to discuss Tesla’s future, along with his cautionary comparison to BlackBerry.

Gene is joined by Apple and mobility legend, Horace Dediu, to talk about the bigger opportunity beyond Apple car: Apple transportation.

Over the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…

Gene and Doug believe Apple will eventually enter the auto space, which would expand the company’s addressable market by $2T. The timing and go-to-market approach is up for debate.

Gene and former Intel chip engineer, Zheng Li, discuss why Apple’s M1 lays the groundwork for what has been elusive until now for the Mac business: long-term market share gains.

Gene and Andrew compare Apple Fitness + to Peloton, and outline why the new service will create a halo with other Apple products.

Greg Swan heads digital at Fallon Worldwide and joins Gene to talk about his bet on the future of augmented reality advertising.

Gene and Doug discuss Facebook’s worst possible outcome from the FTC antitrust lawsuit: the company’s long-term product roadmap is diluted.

Gene and Andrew outline why Apple does product events and discuss what the future of these events (content, location, and frequency) will look like in a world in which business travel is on the decline.