Doug ClintonThe Valuation PlaybookWhat’s my company worth? What makes you special? The two questions are inextricably intertwined. The more special your value add, the more your company’s potential value. It’s true at the individual level too. The value of your time or effort…Read more Venture Capital
Doug ClintonThe Long and Short of Investing with AISimple, Effective Hedge Funds Arthur Jones was a sociologist who studied at the Marxist Workers School in Berlin and later became a writer for Fortune magazine. At the age of 48, Jones created the world’s first hedge fund. It’s often…Read more Artificial Intelligence, Markets
2023 Deepwater Holiday Gift GuideDeepwater’s Gift Guide: Our annual gift guide is part forecast, part real look at what our team is hoping to unwrap this season, and includes our predictions of the big launches and releases we’re expecting to see in 2024 (and…Read more Retail
Gene MunsterEV Sweet Spot Is Shifting from OEMs to BatteriesThe trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…Read more Redwood Materials, Themes
Gene MunsterMeta’s Next Five Years Comes Down to ReelsBuried in the vortex of topics around Meta’s September quarterly report is one core question. Can the platform successfully shift engagement and monetization away from Stories and toward Reels? Answering this question is more important than understanding the slowdown in…Read more Meta
Gene MunsterThe AR Race Between Apple and GoogleI’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…Read more Apple, Google
Gene Munster, Andrew MurphyEnjoy Is Building the Smart Last MileEnjoy’s recent investor update was evidence the company is progressing more quickly than we anticipated on its goal of becoming the Smart Last Mile solution for premium brands, including Apple and AT&T. Today, the last mile is confusing for consumers…Read more Apple, Enjoy
Gene MunsterLoup TV 085: Your Thoughts Can Control HardwareGene is joined by Dr. Ramses Alcaide, founder of Neurable, to discuss brain-computer interfaces, including the company’s new smart headphones.Read more Deepwater TV, Venture Portfolio , Wearables
Gene MunsterLoup TV 083: Vizzio Art Will Turn Your TV into ArtworkGene is joined by Patrick Ashworth, founder and CEO of Vizzio Art, to discuss the company’s ambition to become the “Spotify of digital art,” along with its plans to incorporate NFTs into its platform. Through its app, Vizzio Art subscribers…Read more Deepwater TV
Gene MunsterTeslas Are SaferThree recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back to the Autopilot safety topic. While investigations are still ongoing, it…Read more Tesla
