Doug ClintonUnderstanding AI: LLM Basics for InvestorsOur AI series continues with what investors need to know about how large language models (LLMs) work to make informed AI investments. How ChatGPT Works To make intelligent investments, an investor should have an understanding of how a company’s product…Read more Themes
Andrew MurphyHow Frontier Tech Will Benefit HumanityFrontier tech has the potential to profoundly impact humanity for better and for worse. That potential is not lost on us. In order to address the downside risks, we published an ethical code for investing: Invest in high-integrity founders making products…Read more Artificial Intelligence, Augmented Reality , Autonomous Vehicles , Neurotech , Philosophy , Retail , Robotics , Startup , Venture Capital , Virtual Reality
Gene MunsterTesla Is Putting Way More Than Traditional Auto in TroubleIt’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional car makers. But that’s just the beginning. The…Read more Tesla
Gene MunsterLoup’s 2022 Tech PredictionsOver 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,…Read more 5G, Amazon , Apple , Autonomous Vehicles , Future , Future of Work , Google , Meta , Microsoft , Technology , Tesla , Themes , Virtual Reality
Gene MunsterTesla Makes it Look EasyTesla’s September quarter results reveal a company that is defying the odds around demand and profitability. Deliveries were up 73% while the top five automakers were down 27%. Gross margin ex-credit was a record 28.8%, up from 25.8% in June.…Read more Themes
Gene MunsterTesla’s September Delivery Numbers Keep Getting BetterTesla’s September quarter finished with a familiar drumbeat, which is that based on the EV opportunity alone, Tesla is a true growth story. This dynamic is worth calling out because the company’s long-term growth story transcends EVs and will eventually…Read more Tesla
Gene MunsterScore 1 for the Humans: Why Walmart is Scrapping RobotsIn our Manifesto 2.0, we make the case that, over the next decade, automation will replace 70% of all jobs currently done by humans. That eventual period of automation will be characterized by pure AI, i.e., robots fully performing tasks…Read more Future of Work, Robotics
Gene MunsterLyft & Uber’s Autonomous Catch-22We’re updating our expectations on the timing of the initial availability of level 5 autonomy. Previously, we expected full autonomy to see limited availability between 2022 and 2025. We now expect most AV players to have limited availability of level…Read more Autonomous Vehicles, Lyft , Uber
Doug ClintonInvesting in OutriderAutomation is poised to be the defining theme of the 2020s. The time is now because of the confluence of advancements in deep learning, information collection via powerful sensors, and hardware able to calculate real-time judgments on that information to…Read more Artificial Intelligence, Autonomous Vehicles , Robotics , Venture Portfolio
Doug ClintonInvesting in WethosThe future of work is freedom. Freedom for workers to find meaningful work, to collaborate with great teams, and to work where and when they want. That’s why we’re excited to invest in Wethos. Wethos deploys responsive teams of creative…Read more Future of Work, Startup , Venture Portfolio