Gene Munster, Doug ClintonLoup TV 155: Facebook Reels Will Challenge TikTok; The Metaverse Is Still Early; Gaming AddictionGene and Doug discuss: How a global launch of Facebook Reels will further the company’s aim to rival TikTok. While TikTok has a greater pool of content creators, Facebook better understands its users’ network of friends which could be an…Read more Gaming, Meta
Gene Munster, Andrew MurphyLoup TV 122: Apple App Store Powers Higher; New Apple Car Patents; Take-Two Acquires ZyngaTakeaways: A reported $260B in developer earnings since the advent of the App Store in 2008, with Apple taking a 15-30% cut. Today in EVs: Apple wins Project Titan patents, including a multi-linkage vehicle door hinge; Tesla’s Model 3 sold…Read more Apple, Autonomous Vehicles , Deepwater TV , Gaming , 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 MunsterApple Car Would Be In Apple’s WheelhouseTalk of Apple building a car is not new. In fact, they’ve been orbiting the possibility for the last seven years. During that time, the response from investors could best be described as a collective rolling of the eyes. Until…Read more Apple
Gene MunsterApple’s Beating Intel at Its Own GameHidden beneath Apple’s Mac announcements at its Unleashed event was progress the company has seen in making chips. Five years ago, the thought of Apple designing a chip that competed or exceeded Intel specs was farfetched. While there is room…Read more Apple
Doug ClintonThe Jordan Analogy: Explaining Why NFTs Are Like Stocks Through SneakersThis piece was originally posted on Doug’s blog, Uncomfortable Profit. Imagine a world where you bought a new $200 pair of Genesis Jordan 1s. Nike validates your ownership of those Jordans on the blockchain. When the next pair of Jordans…Read more Blockchain, Cryptocurrency
Doug ClintonThe $1 Trillion NFT MarketThis NFT market overview was originally posted on Doug’s blog, Uncomfortable Profit. I’m more certain than ever that 95%+ of NFT projects are zeroes, but that the NFT space is still going to be bigger than almost everyone realizes. The…Read more Cryptocurrency, Gaming , Retail
Doug ClintonCapital Allocation for the Startup CEOThis piece was initially published on Doug’s blog, Contrarian Mindset. Capital allocation is the most important job of every CEO, from startup to public company. This is contrary to the belief that being a good operator is the most important…Read more Markets
Gene MunsterApple’s Key to Its Health Ambitions: Class II Watch FeaturesThe Wall Street Journal reported that Apple has an internal project codenamed “Casper,” which has explored the possibility of creating an Apple primary care network. A primary care network is a group of doctors and clinics that focus on delivering basic medical…Read more Apple, Augmented Reality
Gene MunsterPodcasts Are Apple’s Hobby, Spotify’s CareerThe podcast medium is massive, with about 40% of Americans age 12 and older listening to podcasts monthly. Apple made a brief yet important announcement related to its podcast offering at its Spring Loaded event in April: a global podcast…Read more Apple
