Loup Ventures2020 Loup Holiday Gift GuideApple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…Read more Amazon, Apple , Gaming , Tesla , Wearables
Gene MunsterDon’t Give up on ARIt’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…Read more Amazon, Apple , Augmented Reality , Google , Meta , Microsoft , Snapchat
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 ClintonThe Political CorporationBeing non-consensus and right is the only way to generate extraordinary results. Howard Marks knows this. Warren Buffet knows this. Andy Rachleff knows this. And I think Brian Armstrong, CEO of Coinbase, knows this. Armstrong made a non-consensus move this week, particularly for a Silicon Valley…Read more Cryptocurrency, Philosophy
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 MunsterFacebook’s Big Long-Term BetFacebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…Read more Augmented Reality, Meta , Virtual Reality
Doug Clinton029 – Dr. Casey Means, CMO at Levels Casey Means, MD is a Stanford-trained physician, Chief Medical Officer and Co-founder of metabolic health company Levels, and Associate Editor of the International Journal of Disease Reversal and Prevention. Her mission is to maximize human potential and reverse the…Read more Neurotech Podcast, Themes
Gene Munster5G Will Live up to the Hype, Apple Will CapitalizeWe expect it to take wireless carriers another two to three years to build out 5G coverage. At that point, Apple is set to capitalize on a massive wave of 5G-related tech spending. In our view, Apple is the best…Read more Apple
Doug ClintonAsking the Best QuestionsThere are three big questions that I always return to when investing in companies big or small, public or private: 1. Does this solve a time, money, or meaning problem? From a first principles standpoint, time, money, and meaning are…Read more Apple, Google , Tesla , Venture Capital
Gene MunsterWhy Is TSLA Still Surging?Tesla shares are up 20% today following a 45% move over the previous month. The most recent share price surge is attributed to a combination of two factors: short-covering and greater investor optimism that Tesla is a tech company that…Read more Autonomous Vehicles, Tesla
