Gene MunsterLife Post-PandemicOn the emergence of optimistic coronavirus vaccine news, we couldn’t help but imagine what life will look like post-pandemic. That starts with a recognition that the recovery timeline is still unclear, and that even with a vaccine, scar tissue and…Read more Future, Future of Work
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 MunsterMessages on iOS Is a Super AppThe Messages app on iOS doesn’t get the credit it deserves. We’ve seen two opposing views of the platform: one side is negative, viewing messaging as a commodity, the other side is positive, viewing iOS’s “blue bubble” (iMessages) as an…Read more Apple
Gene MunsterTesla’s Playbook: Leverage Auto Tech in New MarketsTesla reported its fifth consecutive profitable quarter in the most recent September quarter, driven by strong vehicle deliveries. That said, the Tesla playbook is not as obvious as building EVs. While the foundation of Tesla will be manufacturing, the company’s…Read more Tesla
Gene Munster5G: Apple Puts the Ball in Carriers’ and Developers’ CourtApple released its first lineup of 5G-enabled phones at its “Hi, Speed” event. Following the presentation, shares of AAPL traded down about 2.5%, given the announcements were in line with expectations. Despite the move, we view today’s announcements as an…Read more Apple
Doug Clinton, Steve Van SlounUnity’s Path to Becoming the Next Autodesk or AdobeUnity is on the road to becoming the next great creative software company. Since going public in mid-September, shares of Unity are up more than 60% from the issue price. The company currently trades at a $26.2 billion market cap.…Read more Gaming, Unity
Gene MunsterAnother Negative Data Point for Traditional AutoTesla delivered 139,300 vehicles (up 43% y/y) and produced 145,036 vehicles (up 51%) in the most recent September quarter. As a reminder, the company’s 2020 delivery target is 500k vehicles, which would imply 181k deliveries in the December quarter. We…Read more Tesla
Gene MunsterNot All 5G Is Created EqualOver the next decade, we believe 5G will be a transformative force because it will allow users to leverage data in the cloud for real-time computing, opening the door for an array of new technologies and businesses. That said, not…Read more Future
Gene MunsterAmazon Pushes Further Into the HomeAt its virtual product launch event, Amazon unveiled more than a dozen new or updated hardware/service offerings. While Alexa remains the cornerstone of Amazon’s hardware strategy, the event emphasized the company’s increasing ambitions around security and gaming. Seven of the…Read more Amazon
Gene MunsterVertical Integration Is Tesla’s AdvantageTesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…Read more Autonomous Vehicles, Tesla
