Gene MunsterReturning to Our Amazon + Target PredictionAs we hit the halfway point of 2018, we wanted to check in on one of our boldest predictions for the year: Amazon will acquire Target in 2018. So far, we’ve been wrong. Getting the timing correct is difficult, and every…Read more Amazon, Retail
Doug ClintonInformation Asymmetry in Security TokensSecurity tokens provide many benefits to underlying assets, the most important of which is liquidity. However, liquidity doesn’t just happen because you build the technology to tokenize assets and the exchanges to trade them. There are other important parts to…Read more Blockchain, Cryptocurrency
Gene MunsterFeedback Loup: Peloton DigitalWe’ve said it before, but it’s worth repeating: Apple + Peloton would be a match made in heaven. After testing Peloton’s new Peloton Digital offering ($19.49 per month), we think Peloton and it’s growing content library would fit nicely in…Read more Apple, Feedback Loup
Gene MunsterApple’s Original Content Is Further Along Than You ThinkApple has 16 new shows in the works, comparable to Netflix in 2013 (its first year of original programming) when it had released 13 originals. We expect Apple to spend $900M on video content in 2018, growing to $4.2B by…Read more Apple, Netflix
Gene MunsterKey Apple Supplier Reiterates Favorable Outlook Ahead of Fall LaunchFinisar (FNSR) is Apple’s 3rd largest VCSEL array supplier, accounting for about 5% of iPhone X VCSEL arrays. Tonight the company reported earnings for the Apr-18 quarter. Finisar continues to expect a ramp in VCSEL demand in their Oct-18 quarter,…Read more Apple, Augmented Reality
Doug ClintonInvesting in ParadromicsNeurotechnology has long been a passion for Loup Ventures because we think it represents a vast and open opportunity to improve human life via both restoration and augmentation. Brain-computer interfaces are one of the most compelling areas in the neurotech…Read more Artificial Intelligence, Neurotech , Themes , Venture Portfolio
Doug ClintonFAANG vs the WorldIn venture, our job is to swing for grand slams because venture returns follow a power law function where your biggest winner is going to provide the majority of your return. Base hits do not add up to a grand…Read more Amazon, Apple , Google , Meta , Netflix
Gene Munster, Steve Van SlounTech Companies Move into Streaming Live SportsWe hear a lot about the exploding budgets that tech giants are spending on original content as consumers continue to cut the cord. In the last few years, some of the same players have started to add live sports to…Read more Amazon, Gaming
Gene MunsterWWDC 2018: The Customer Is Always RightToday, Apple said loudly and clearly that the customer is always right. There were more new features for users than there were new tools for developers: screen time limits, monitoring, and reports, grouped notifications, Do Not Disturb at bedtime, Siri…Read more Apple, Artificial Intelligence , Augmented Reality
Gene MunsterSecret Weapon: Tesla’s Over-The-Air UpdatesTesla has several underappreciated, unique advantages including their tech brand, battery production, charging network, autopilot data, and over-the-air updates. Tesla is the only automaker that is able to perform over-the-air (OTA) updates. Every other car manufacturer requires the car to come in…Read more Tesla
