Gene Munster, Will ThompsonTesla: How Much Is the Future of Transportation Worth?Tesla reported Dec-19 earnings of $2.14 per share (vs expectations of $1.72) and revenue of $7.38B (vs expectations of $7.02B). The company generated $1B in operating cash flow less capex vs. the Street at $429m. Shares were up much as…Read more Tesla
Gene MunsterUS 5G Coverage Still Two Years AwayOver the past six months, we have been tracking US carrier comments related to 5G deployment along with the number of 5G cities launched and coverage within those cities. Based on the most recent updates, we continue to believe that…Read more Themes
Gene MunsterThe Bull Case for Long-Term Tesla InvestorsThe recent move in shares of TSLA (up 30% in the past month) has largely been driven by short sellers covering positions based on the emerging consensus that Tesla will stay in business long-term. That said, Tesla has not won…Read more Autonomous Vehicles, Tesla
Loup Ventures2019 Loup Ventures Holiday Gift GuideEmber Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…Read more Apple, Gaming , iRobot , Meta , Microsoft , Retail , Robotics , Tesla , Virtual Reality
Andrew MurphyAirPods Pro, Hearables, and the Future of Audio ARWe’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…Read more Apple, Augmented Reality , Wearables
Gene Munster, Zheng Li, Will ThompsonTesla’s Incremental Approach Paves the Long Road to AutonomyIn September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…Read more Autonomous Vehicles, Tesla
Gene Munster, Will ThompsonThe Foundational Apple Wearables ModelFor the first time, we’re publishing our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 22 unique comments since…Read more Apple
Andrew MurphyAmazon Pushes the Boundaries on Smart HardwareAmazon exceeded high expectations from the tech community with a slew of new hardware announcements: the Echo device lineup extended to earbuds, eyeglasses, and a ring. Here are our takeaways along with some data that sheds light on the voice…Read more Amazon, Artificial Intelligence
Gene Munster, Will ThompsonAnnual Digital Assistant IQ TestWe recently asked the leading digital assistants, Google Assistant, Siri, and Alexa, 800 questions each. Google Assistant was able to correctly answer 93% of them vs. Siri at 83% and Alexa at 80%. Each platform saw improvements across the board…Read more Amazon, Apple , Artificial Intelligence , Google
Avery BedowsNeuralink Event: Musings on MessagingAs anyone who holds at least one ear to the neurotechnology world undoubtedly knows, Elon took the stage on Tuesday night at the California Academy of Sciences to deliver an Elonian exposé on Neuralink’s progress over the last two years.…Read more Artificial Intelligence, Neurotech
