What’s on our minds

Gene and Rebecca discuss Tesla’s latest software update and conclude that it is a step forward. Takeaways: Tesla’s recent UI lays the groundwork for future user customization and highlights the potential for an app store. While many users see the…

Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.

Gene and Doug discuss recent Web 3.0 comments from Elon Musk and Jack Dorsey and conclude that it’s foundational to the Metaverse.

Gene and Doug discuss how future Fed decisions will impact tech stocks. Spoiler alert, the next couple of months should be volatile.

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Loup is not invested in Rivian because the valuation makes us uncomfortable. That’s neither here nor there, because the fact is shares of RIVN keep going higher. I believe the spike is a combination of scarcity value meets theme investing.…

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.

This piece was originally published on Doug’s Substack, Uncomfortable Profit. Any idea that touches gender or race is uncomfortable. It’s easy to devolve into political and ideological beliefs when you talk about the most powerful components of personal identity. But…

Masterworks, a Loup portfolio company, recently raised $110M at a valuation north of $1B. Gene is joined by Masterworks CEO and founder, Scott Lynn, to discuss what becoming a unicorn means for the business of making investing in blue chip art…

Pandemic or not, food delivery is here to stay. While gross order value and revenue growth rates for Uber Eats and Doordash will decline from an average of 91% y/y in June to 48% y/y in September, the segment still…

Gene and Doug discuss the impact of the Apple vs. Epic decision and conclude it will be a fractional financial headwind, and the regulation topic will remain front and center for the next year. The two silver linings for Apple…