Gene MunsterApple Epic Trial Check-InApple and Epic Games (creator of Fortnite) are in the third week of their bench trial with Judge Yvonne Gonzalez Rogers, the culmination of a feud between the two companies regarding App Store take rates and in-app purchases (IAP). As…Read more Apple
Gene Munster, Andrew MurphyLoup TV 050: Apple’s VR ProjectGene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.Read more Apple, Augmented Reality , Deepwater TV , Virtual Reality
Andrew MurphyImagining Apple’s Next ServicesApple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…Read more Apple
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 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 Is Becoming an Energy CompanyWe expect two key takeaways from tomorrow’s Battery Day. First, the company will frame in how to it expects to ramp vehicle production from 500k per year to 15m per year in the next decade. Second, Battery Day should show…Read more Tesla
Doug Clinton, Steve Van SlounUnity: The Next Great Creative Software CompanyEarlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…Read more Augmented Reality, Gaming , Unity , Virtual Reality
Gene MunsterLyft & Uber’s Autonomous Catch-22We’re updating our expectations on the timing of the initial availability of level 5 autonomy. Previously, we expected full autonomy to see limited availability between 2022 and 2025. We now expect most AV players to have limited availability of level…Read more Autonomous Vehicles, Lyft , Uber
Doug Clinton, Steve Van SlounGame Development Software: Picks and Shovels for the 3D RushGaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…Read more Augmented Reality, Gaming , Unity , Virtual Reality
Doug ClintonIn Defense of Big Tech: A Response to Social CapitalEarlier this week, Social Capital published its Annual Letter. In the letter, Chamath Palihapitiya, founder of Social Capital, details his viewpoint on why Big Tech should be broken up and how. I enjoy reading Palihapitiya’s letter every year, but I take…Read more Artificial Intelligence, Startup , Technology
