Gene MunsterTesla’s First Real Competitor: Apple Car?Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…Read more Apple, Tesla
Gene Munster, Andrew MurphyApple Car Is on the RoadmapReuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…Read more Apple, Tesla
Gene MunsterTesla’s Software Advantage Is Clear & ProfitableIt’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…Read more Autonomous Vehicles, Tesla
Gene MunsterAirPods Max and Fitness+ Strengthen Apple’s EcosystemApple rounded out an improbably strong year of product releases with the announcement of AirPods Max and Apple Fitness+ availability. While individually these products won’t move the needle, they collectively strengthen the fabric of the company’s hardware, software, and services…Read more Apple
Gene MunsterApple Inching Toward a 360° BundleApple has a history of perfecting a playbook and then reapplying it to new parts of its business. Similar to the iPhone upgrade program, we believe, over time, Apple’s delightful hardware trade-in experience for Mac, iPad, and Watch will evolve…Read more Apple
Gene MunsterTesla’s Philosophy Doesn’t Align With a Traditional Auto AcquisitionWhen asked in a recent interview with Germany-based Axel Springer Media about a possible merger with a traditional car company, Elon Musk said, “I suppose if there was a friendly one, if somebody said, ‘Hey, we think it would be…Read more Tesla
Gene MunsterChina Needs TeslaAs the biggest EV growth market over the next decade, China represents the single largest opportunity for EV makers. The country wants its automakers to expand outside of the region and sell globally. To do that, China needs Tesla. That’s…Read more Tesla
Gene MunsterMasterworks Is WorkingMasterworks is creating a new asset class for retail and institutional investors by offering fractional shares of artwork from “blue-chip” artists such as Monet, Warhol, Banksy, and others. Historically, this asset class has only been available to ultra-wealthy individuals with…Read more Venture Portfolio
Doug Clinton, Steve Van SlounXbox Is Losing the Console Battle but Fighting a Different WarWhile gaming has seen record engagement since the beginning of the pandemic, it hasn’t been an easy road for Microsoft and Sony more recently. Last week, the two companies released their next-generation gaming consoles, the Xbox Series X and PlayStation…Read more Gaming, Microsoft
Doug Clinton, Steve Van SlounUnity Developer Survey Suggests Increasing Spend AheadWe recently surveyed 54 Unity developers to get a better sense for how they’re using the product, expectations for future spending, and competition with Unreal. Our survey results indicate increasing spend from developer ahead, which was reflected in Unity’s latest…Read more Gaming, Unity
