Doug ClintonThe Good Phone: Superhumans Will Use Less Technology, Not MoreTwo weeks ago, I tested using a distraction-free iPhone – no social media, no email, no entertainment, no news, and no web browser. I loved it so much that I named the device the “Good Phone” in my settings. I don’t think I’ll ever go…Read more Philosophy, Tech Addiction , Technology
Doug Clinton, Andrew Murphy, Gene MunsterManifesto 2.0We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…Read more Artificial Intelligence, Augmented Reality , Autonomous Vehicles , Gaming , Loup Ventures Podcast , Neurotech , Philosophy , Retail , Robotics , Virtual Reality
Gene MunsterFrontier Tech Spotlight: Teradyne Leading Co-Bot MarketThe Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…Read more Frontier Tech, Index , Robotics
Gene Munster, Austin BohligNavigating iRobot’s Product CyclesWe’re positive on iRobot long-term and believe it is one of the most investable robotics companies today. Even though IRBT is at an all-time high, shares experienced pullbacks of 14% in 2017 and 30% in 2018, with sell-offs triggered around…Read more iRobot, Robotics
Loup VenturesLaunching the Loup Frontier Tech IndexAt Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…Read more Artificial Intelligence, Augmented Reality , Autonomous Vehicles , News , Nvidia , Robotics , Tesla , Themes , Virtual Reality
Gene MunsterWhy Amazon Will Sell Robots into the HomeBloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…Read more Amazon, Artificial Intelligence , iRobot , Robotics
Gene MunsteriRobot Pricing Trends Suggest Demand for Roombas Has Not SlowediRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on a modest quarter/quarter improvement in pricing trends, we believe the company experienced another strong quarter of demand for Roomba and Braava products and…Read more iRobot, Robotics
Nvidia; Buy More GPUs, Save More MoneyNVDA shares dropped 8% today on the announcement they temporary stopped autonomous testing and market sell off. While the company did not comment on timing, we expect testing to resume in the next 3 months. CEO Jensen Huang held a…Read more Artificial Intelligence, Autonomous Vehicles , Nvidia , Virtual Reality
3 Analyst Day Takeaways on Why iRobot Will Lead for Years to ComeFollowing iRobot’s Analyst Day, 3 themes stood out that confirm iRobot will remain one of the leading consumer robotic companies in the world for years to come. They include extremely low household penetration rates domestically and internationally, iRobot’s multi-million unit install…Read more iRobot, Robotics
Doug ClintonDefining the Future of Human Information ConsumptionAs automation frees us from the constraints of labor, the Experiential Age will bring about a golden era of exploring what it means to be human, and information utility will guide the way.Read more Artificial Intelligence, Augmented Reality , Future , Philosophy , Venture Capital
