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Gene Munster, Doug Clinton
Loup TV 120: Facebook’s VR Bet; GameStop Goes NFT; Chrysler’s EV Hail Mary
Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…
1-Minute Read
Apple
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Augmented Reality
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Augmented Reality
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Autonomous Vehicles
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Deepwater TV
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Future
,
Future of Work
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Meta
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Technology
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Tesla
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Themes
,
Virtual Reality
Gene Munster, Doug Clinton
Loup TV 119: Fed Roulette; What’s New on the EV Market; Amazon-Stellantis Deal; Sony Announces PSVR 2
Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV…
1-Minute Read
Amazon
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Autonomous Vehicles
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Deepwater TV
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Gaming
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Technology
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Tesla
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Virtual Reality
Gene Munster, Doug Clinton
Loup TV 118: Blackberry Tech Addiction, Google Dodges Regulation, OpenSea Raises $13.3B
Gene and Doug discuss three topics that caught their attention today: Takeaways: Today’s news that Blackberry has terminated its services is a reminder that the company was first on the market to inspire phone addiction. Smartphones leveled up user addiction…
1-Minute Read
Deepwater TV
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Future
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Google
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News
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Tech Addiction
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Technology
,
Themes
Gene Munster
Loup’s 2022 Tech Predictions
Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…
10-Minute Read
5G
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Amazon
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Apple
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Autonomous Vehicles
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Featured
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Future
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Future of Work
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Google
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Meta
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Microsoft
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Technology
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Tesla
,
Themes
,
Virtual Reality
Gene Munster, Doug Clinton
Loup TV 110: How Long Is This Tech Stock Chaos Going to Last?
Gene and Doug discuss how future Fed decisions will impact tech stocks. Spoiler alert, the next couple of months should be volatile.
0-Minute Read
Deepwater TV
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Technology
Deepwater
Mid-Year Update on Our 2021 Predictions
We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2021 are tracking. 1. Apple will be the top-performing FAANG stock in 2021. Mid-year update: AAPL is meaningfully…
5-Minute Read
Technology
Gene Munster, David Stokman
Food Delivery Is More Expensive Than You Think
The pandemic has been great for food delivery platforms. DoorDash is expected to grow revenue around 225% in 2020, an acceleration from already parabolic growth of 205% in 2019. Uber Eats gross bookings were up 108% in 2020 compared to…
6-Minute Read
Future
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Technology
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Uber
Gene Munster, Andrew Murphy
Loup TV 008: The Digital Transformation Trajectory
We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…
0-Minute Read
Deepwater TV
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Future
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Retail
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Technology
Doug Clinton
In Defense of Big Tech: A Response to Social Capital
Earlier this week, Social Capital published its Annual Letter. In the letter, Chamath Palihapitiya, founder of Social Capital, details his viewpoint on why Big Tech should be broken up and how. I enjoy reading Palihapitiya’s letter every year, but I take…
9-Minute Read
Artificial Intelligence
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Startup
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Technology
Doug Clinton
The Five Categories of Tech Investing
Most investors think about the world in terms of growth or value. Growth investments tend to be in companies relatively early in their growth curve with high revenue growth. Growth companies are often unprofitable as they invest heavily to capture…
9-Minute Read
Startup
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Technology
Doug Clinton
Mental Models for Growth Investing
Growth investing is about identifying companies building transformational products early in a massive growth curve. Anything that doesn’t fit this definition is some form of value investing. It doesn’t matter if the investment is public or private, tech or non-tech.…
21-Minute Read
Startup
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Technology
Doug Clinton
Why Unbundling Works
To unbundle is to “market or charge for items or services separately rather than as part of a package.” It’s no secret that startups are unbundling everything. Fintech companies unbundle traditional bank services. Proptech unbundles real estate. Travel tech unbundles…
5-Minute Read
Startup
,
Technology
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