Gene Munster, Will ThompsonTesla’s Strengthening Case to go PrivateAfter processing Musk’s letter along with a number of other variables that have emerged, we believe there is a greater than 50% chance Tesla becomes a private company. A privately held Tesla has a greater chance of succeeding than if…Read more Tesla
Gene Munster, Austin BohligApple Supplier Ramp Bodes Well for iPhone ASPApple’s key iPhone X augmented reality component supplier, Lumentum (LITE), reported better than expected Jun-18 quarter results ($301M vs expected $287M). Upside in the quarter was driven by sooner than anticipated ramp in the AR/3D sensing business. The company continues…Read more Apple, Augmented Reality
Gene Munster$1,000,000,000,000 and BeyondToday Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…Read more Apple, Artificial Intelligence , Augmented Reality , Autonomous Vehicles
Gene MunsterApple Earnings: June Quarter Lays Groundwork for $1T and BeyondThe big picture: Apple’s June quarter results are evidence that the Apple story is moving away from a focus on the iPhone toward a more predictable Services-driven business that returns $25B in capital to investors each quarter. These results support our Apple…Read more Apple
Gene MunsterApple Preview: Slowly Entering New Apple as a Service ParadigmWe believe an upcoming paradigm shift in investing in Apple will move shares meaningfully higher over the next two years. Apple reports Q3 results on Tuesday, July 31st. Here’s what we expect: iPhone units of 41.6M (+3% y/y), essentially in-line with the…Read more Apple
Gene Munster, Will ThompsonAnnual Digital Assistant IQ Test – Siri, Google Assistant, Alexa, CortanaWe asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft , Retail
Gene MunsterKey Apple Supplier Further Indicates Push into ARAMS AG, a 3D sensor provider to Apple, issued guidance ~9% higher than the Street for the Sep-18 quarter. This is further evidence that advanced 3D sensing and AR will be key features in the new iPhones coming this fall,…Read more Apple, Augmented Reality , Themes
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
Doug ClintonAI Portfolio One Year LaterA year ago, we published AI Portfolio: Non-Tech Companies Making AI Investments. We’re following up to see how the portfolio performed over the last year. As a quick refresher, to build our portfolio we scraped the text of the most recent…Read more Artificial Intelligence
Gene MunsterApple Continues to Signal Importance of AIYesterday, Techcrunch reported that Apple’s head of AI, John Giannandrea, will take responsibility of Siri from Craig Federighi. This formalizes our April expectation that Apple’s voice program should be moved into its AI group. Voice is currently one of the…Read more Apple, Artificial Intelligence