Doug ClintonThe Empathy EconomyWe believe that automation will make customer service — delivering empathy — the most in-demand job in tech. Humans will need to take advantage of the three core capabilities that robots can't compete with: creativity, community, and empathy, and The…Read more Audio, Loup Ventures Podcast , Philosophy , Retail
Gene Munster3 Reasons Amazon Will Buy Target This YearAmazon is the world’s largest online retailer, about five times bigger in that space than Walmart and its Jet.com subsidiary. Yet despite Amazon’s deep online roots and dominance over Internet shopping, I believe it will buy Target in 2018.Read more Amazon, Audio , Loup Ventures Podcast , Retail
Gene MunsterExpect iRobot to Have Cleaned Up During Holiday SeasoniRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on holiday pricing trends we believe the company sold more robots than expected in the Dec-17 quarter. In addition, we believe the domestic robot market…Read more Autonomous Vehicles, Tesla
Why You Should Buy a Roomba Vacuum in the Next 5 DaysWith consumers appetite for robotic technology continuing to grow, we anticipate domestic robots, which include robotic vacuums, mops and lawnmowers, to be one of the hottest gifts this coming holiday season. While there are many kinds of domestic robot brands,…Read more iRobot, Robotics
Doug ClintonEight Fun Facts About Computer VisionDespite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…Read more Artificial Intelligence, Augmented Reality , Future , Virtual Reality
Andrew MurphyRobot Fear Index: 30.9Consumer adoption of artificial intelligence and robotics is already quite broad, and yet, fear of robots is also pervasive. We fear that they’ll replace our jobs or somehow overthrow us; and to be blunt, those fears are valid. That said,…Read more Artificial Intelligence, iRobot , Robotics
Gene MunsteriRobot Sweeps Away Competitive ThreatsSpecial thanks to Austin Bohlig for his work on this note. iRobot (IRBT) continued to show their leadership in the home robotic space, reporting Sep-17 results essentially inline with analyst expectations and more importantly raised Dec-17 revenue guidance by 5%. Despite…Read more iRobot, Robotics
Gene MunsteriRobot to Play Leadership Role in Home Robotics Space: Introducing 5-Yr ModelSpecial thanks to Austin Bohlig for his work on this note. Today we’re rolling out our iRobot 5-year model, joining Loup Ventures’ Apple and Tesla model coverage. We feel it’s important to write on iRobot even though it’s a small company,…Read more iRobot, Robotics
Austin BohligUTM Deep Dive: A Multi-Billion Dollar Market You Can’t IgnoreLegislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. We recently had Jim Williams, who has deep expertise on the subject, guest author a piece about…Read more Amazon, Artificial Intelligence , Robotics
Doug ClintonHumans Are a Bigger Existential Risk Than AIElon Musk continues to warn us of the potential dangers of AI, from debating the topic with Mark Zuckerberg to saying it’s more dangerous than North Korea. He’s called for regulating AI, just as we regulate other industries that can be dangerous to humans.…Read more Artificial Intelligence, Future , Philosophy , Tesla