Gene MunsterComforting Confirmation around Separation of Google’s Search and PrivacyGoogle reported Mar-18 results effectively in-line with the Street. The company does not provide guidance. Most notable on the earnings call was CEO Sundar Pichai’s comment that search (90% of Google’s revenue) relies heavily on keywords and less on private data,…Read more Artificial Intelligence, Autonomous Vehicles , Google
Andrew MurphyTransformations: Wrapping an Old Fish in a Piece of Paper Called ChangeWritten by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. Note: size of bubble represents FY 2017 company revenue In recent years, companies in the retail and consumer goods space have touted “business…Read more Amazon, Retail
Gene MunsterAdrenaline Shots for Apple AIApple has been criticized for not doing enough in AI. Two recent announcements show the company is closing the gap. In the past two weeks, the company has announced the hiring of Google’s AI head, and an AI partnership with…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft
Gene MunsterApple’s AI CoupApple has hired John Giannandrea who formerly served as Google’s head of AI and Search. Given the industry’s shortage of AI talent, Giannandrea brings expertise along with credibility, critical in recruiting. Giannandrea will likely be working on AI-powered interfaces that…Read more Apple, Artificial Intelligence , Google
How To Think About Recent Volatility in TechMarket decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…Read more Amazon, Apple , Artificial Intelligence , Google , Meta , Nvidia , Retail , Robotics , Tesla
Gene MunsterApple Education Playbook: Hardware, Software, Services… and CreativityApple announced an updated iPad along with a suite of programs that enable educators and students to pursue creativity, which is critical in the future of education. We estimate education accounts for 10-15% of Apple’s business. We believe today’s announcements…Read more Apple, Augmented Reality
Gene MunsterApple and Amazon are a Privacy Safe HavenApple and Amazon are relative safe havens. We expect over the next year investors will look favorably on Apple given the company’s privacy-first ethos in an age where privacy is becoming a more prevalent topic. Amazon will also likely benefit…Read more Amazon, Apple , Meta
Gene MunsterTracking Progress in Electric & Autonomous VehiclesWe were set to publish a note on targets from major automakers to ramp production of electric and autonomous vehicles when we heard the news from Tempe. Regardless of who was responsible, it’s a tragic reminder about the dangers of road…Read more Artificial Intelligence, Autonomous Vehicles , Tesla
Gene MunsterKey Apple Supplier Confirms AR Features Will Be in Multiple iPhones This FallAfter markets closed, Finisar (FNSR) reported earnings for the Jan-18 quarter. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood immolator and dot projector on the front of the…Read more Apple, Augmented Reality
Gene MunsterTesla’s Multi-Billion Dollar Ride-Sharing OpportunityWhile a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does…Read more Autonomous Vehicles, Tesla