Gene Munster, Andrew MurphyFrontdoor Is Moving Home Services Forward with StreemIt’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…Read more Apple, Augmented Reality , Venture Portfolio
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
Doug ClintonInvesting in WethosThe future of work is freedom. Freedom for workers to find meaningful work, to collaborate with great teams, and to work where and when they want. That’s why we’re excited to invest in Wethos. Wethos deploys responsive teams of creative…Read more Future of Work, Startup , Venture Portfolio
Gene Munster, Zheng LiNvidia’s Path Forward in Data CentersWe recently ran through the top-performing stocks in the S&P 500 for the last 15 years. At the very top were some household names like Netflix >12,000% returns, Apple >10,000% returns, revolutionizing the way people experience the world, and Amazon…Read more Nvidia
Gene Munster, Will ThompsonApple Slowly Assembling Approach to Autonomy with Drive.aiApple has confirmed an Axios report that they have acquired autonomy startup Drive.ai. Apple has hired “dozens” of Drive.ai hardware and software engineers and will receive some intellectual property and hard assets, including vehicles. Drive.ai, which has been seeking a…Read more Apple, Autonomous Vehicles
Gene Munster, Will ThompsonWhy Apple May Want the Drive.ai TeamApple is in talks to acqui-hire the team of a well-known self-driving vehicle startup, Drive.ai, according to The Information. The company has raised $77M and was last valued around $200M. In our view, Apple is not after brand or even…Read more Apple, Artificial Intelligence , Autonomous Vehicles
Andrew Murphy, Gene MunsterAmazon Is Investing to Extend Its LeadAmazon reported strong Q1 results with revenue in-line with consensus of $59.7B and EPS of $7.09, well ahead of consensus at $4.72. Don’t let the Q1 earnings beat mislead you — Amazon is investing in long-term growth. Exhibit A: Amazon’s…Read more Amazon, Retail
Gene Munster, Will ThompsonOn Lyft and the Future of RidesharingOn Friday, Lyft became the first ridesharing company to go public. By beating Uber to go public, Lyft will, to some extent, control the narrative around the US ridesharing market. That narrative will be centered around big ideas like ending…Read more Autonomous Vehicles, Lyft , Ridesharing , Uber
Gene MunsterAmazon Alexa vs. Google Assistant: A Developer’s ComparisonWe have done extensive research on which smart speaker is best. The ability to understand users, correctly answer their questions, and deliver responses in natural sounding speech is usually summed up by one word: intelligence. The IQ of the assistant…Read more Amazon, Artificial Intelligence , Google
Gene Munster, Will ThompsonChanges at the Top Position Apple for the FutureYesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as positive because they position Apple for a new type of growth around Services and frontier technology. Since…Read more Apple
