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What’s on our minds
Andrew Murphy
Grading Ourselves on Ray Dalio’s Principles
Our conference room has a small library. In it are 19 books (so far) that are important to us in some way, be it a gift, a guide, a reminder, or a fundamental truth. We also have a small shoe…
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Investment Philosophy
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Startup
Doug Clinton
Aristotle, Automation, and Empathy
You might wonder what Aristotle, automation, and empathy have to do with one another. The answer is simple: the future of happiness. Aristotle believed that man could achieve happiness by working on and developing the things unique to his nature,…
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Investment Philosophy
Gene Munster
Feedback Loup: Model 3 Test Drive
It has been a tough day for Tesla. Shares opened down 5% and drifted lower throughout the day after Wednesday night’s circus disguised as an earnings call. On the call, Tesla provided incrementally negative commentary regarding Model 3 profitability. As believers…
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Autonomous Vehicles
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Feedback Loup
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Tesla
Andrew Murphy
Feedback Loup: Star Wars Holochess
Now you play chess in AR just like R2-D2 and Chewie. On Wednesday, Star Wars Holochess was released as an additional game mode on the Star Wars Jedi Challenges iOS app. This version of Holochess uses ARKit and allows users to…
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Augmented Reality
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Feedback Loup
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Gaming
Andrew Murphy
Amazon Go Extends Amazon’s Dominance to Brick and Mortar
After our first visit to Amazon Go, Amazon's automated retail store in Seattle, we're not surprised to hear the company has plans to open up to six more cashierless convenience stores later this year. The automated retail space is getting…
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Amazon
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Audio
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Future
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Loup Ventures Podcast
Gene Munster
Annual Apple Pay Review: Adoption Jumps, but Still a Long Way to Go
We completed our annual Apple Pay review and found year over year growth has been impressive with active users more than doubling (source: Apple), transactions more than tripling (source: Apple) and online merchant adoption increasing by ~50% (source: Loup Ventures).…
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Apple
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News
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Retail
Doug Clinton
The Empathy Economy
We believe that automation will make customer service — delivering empathy — the most in-demand job in tech. Humans will need to take advantage of the three core capabilities that robots can't compete with: creativity, community, and empathy, and The…
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Audio
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Investment Philosophy
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Loup Ventures Podcast
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Retail
Doug Clinton
Simplicity Series: Augmented Reality
Last week we wrote about simplicity as a driving force behind the world’s biggest technology offerings. We’re extending our thoughts on simplicity into a series that explores the necessity of simplicity in frontier technology. First, we’ll dive into AR.
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Audio
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Augmented Reality
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Investment Philosophy
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Loup Ventures Podcast
Gene Munster
Apple is Flush With Cash, But Don’t Expect Big M&A
Don’t expect any big M&A. Everyone is asking who Apple will acquire. The answer is: nobody. At least nobody big ($5B+). Apple announced they’re paying $38B in repatriation taxes, which implies they’re bringing $215B back to the U.S. If there…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
Loup Ventures
AR and VR: Living, Breathing Storytelling
Written by guest author Jesse Damiani, Founder and CEO at Galatea Design Story telling yesterday and in the future. For the past several millennia, our stories have lived in two dimensions. We translated our creative impulses into 2D formats—whether it…
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Augmented Reality
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Future
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Virtual Reality
Gene Munster
Feedback Loup: PlayStation VR vs HTC Vive
Head-to-head. We compared two of the most popular tethered virtual reality headsets, the PlayStation VR and the HTC Vive, to get a sense of where VR experiences are today, what needs to improve, and where they might go tomorrow. While…
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Feedback Loup
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Virtual Reality
Doug Clinton
The Underappreciated Beauty of Simplicity in Tech
Simplicity is underappreciated. In many things. But most obviously right now in our world of consumer technology. Simplicity is a requirement of mass adoption. Look at the iPhone, Google, Amazon, and Uber as examples: The iPhone never shipped with a…
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Audio
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Investment Philosophy
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Loup Ventures Podcast
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