Gene Munster, Will Thompson5G Tide to Lift AppleThe 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…Read more Apple, Artificial Intelligence , Augmented Reality , Autonomous Vehicles , Gaming , Virtual Reality
Gene Munster, Pat BocchicchioKey Takeaways From Microsoft’s HoloLens 2 RevealMicrosoft, largely considered the market leader in augmented reality (AR) aka Mixed Reality (MR), announced the long-awaited successor to the HoloLens, the HoloLens 2. Here at Loup, we are firm believers in augmented reality as the next major computing platform…Read more Augmented Reality, Microsoft
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
Gene Munster, Pat BocchicchioLyft Is Showing Us the Future of Augmented RealityWhen a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…Read more Apple, Artificial Intelligence , Augmented Reality , Google , Meta , Microsoft , Snapchat
Gene Munster, Will ThompsoniTunes Integration With Samsung Underscores Services FocusApple and Samsung announced a partnership that will bring iTunes Movies and TV Shows, as well as Apple AirPlay 2 support to Samsung Smart TVs beginning this spring. iTunes users will be able to access their existing library and buy or rent…Read more Apple, Themes
Loup VenturesLoup Ventures 2019 Tech Predictions1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…Read more Amazon, Apple , Artificial Intelligence , Autonomous Vehicles , Google , Meta , Tech Addiction , Tesla , Virtual Reality
Gene Munster, Will ThompsonInsights from Amazon’s Post-Holiday CommentaryAmazon published its annual post-holiday press release today. While the 1900-word release provided few concrete data points related to the Dec-18 quarter, it offered a handful of notable insights: The upbeat tone, as denoted by the “record-breaking holiday season” language, runs…Read more Amazon, Artificial Intelligence
Gene Munster, Will ThompsonAnnual Smart Speaker IQ TestWe recently tested four smart speakers by asking Alexa, Siri, Google Assistant, and Cortana 800 questions each. Google Assistant was able to answer 88% of them correctly vs. Siri at 75%, Alexa at 73%, and Cortana at 63%. Last year,…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft , Retail
Gene Munster, Will Thompson“Alexa Answers” Coupling Human and Artificial IntelligenceAmazon announced today that it is testing Alexa Answers, a program that crowdsources responses to questions that Alexa currently doesn’t have answers to. One of the principal issues with voice assistants is that they can do a lot, but not…Read more Amazon, Artificial Intelligence
Gene Munster, Will ThompsonFeedback Loup: Facebook Portal+Earlier this month, the first ever Facebook-branded hardware device shipped. It’s a smart, hands-free video calling device with Alexa built-in called Portal. It was built with the intention of bringing friends and families closer together when they are apart. Though not…Read more Artificial Intelligence, Meta