Doug ClintonDefining the Future of Human Information ConsumptionAs automation frees us from the constraints of labor, the Experiential Age will bring about a golden era of exploring what it means to be human, and information utility will guide the way.Read more Artificial Intelligence, Augmented Reality , Future , Philosophy , Venture Capital
Loup VenturesIntroducing the Loup Ventures Neurotech PodcastWe’re excited to announce that we’re launching a Neurotech podcast. As computing becomes more immersive, direct brain control is the optimal user interface. Throughout the history of computing – from desktop to laptop to smartphone to wearables – information is,…Read more Neurotech
Gene MunsterWe Ran HomePod Through the Smart Speaker GauntletConclusion Yesterday, we put HomePod through the smart speaker gauntlet which included 782 queries along with comprehensive tests of sound quality and ease of use. Our methodology was comprised of 3 HomePods being tested throughout the day by the Loup…Read more Amazon, Apple , Artificial Intelligence , Google
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 MunsterKey iPhone X Suppliers Provide Robust 2H18 OutlookSpecial thanks to Austin Bohlig for his work on this note. Two of Apple’s key iPhone X component suppliers, Lumentum (LITE) and AMS AG (AMS), reported strong Dec-17 quarter results and more importantly provided upbeat 2018 outlooks. Both company’s supply key…Read more Apple, Augmented Reality
Gene MunsterDon’t Overthink AAPL: Growing Device Base & Increasing Revenue Per DeviceGrowing Device Base & Increasing Revenue Per Device. We attribute the after-market reversal in shares of AAPL to investors getting a handle during the call on Apple’s long-term opportunity. Tim Cook went out of his way to reinforce Apple’s massive and…Read more Apple
Gene MunsterApple Preview; All Is Well with iPhoneDespite growing investor concern, we remain comfortable that iPhone X had a favorable start in Dec-17 and the momentum will continue into Mar-18. We believe iPhone X reached the important global supply-demand equilibrium in mid-January, suggesting a small amount of…Read more Apple
Doug ClintonSimplicity Series: Augmented RealityLast week we wrote about simplicity as a driving force behind the world’s biggest technology offerings. We’re extending our thoughts on simplicity into a series that explores the necessity of simplicity in frontier technology. First, we’ll dive into AR.Read more Audio, Augmented Reality , Loup Ventures Podcast , Philosophy
Will Thompson, Gene MunsterDetroit Auto Show: Winners and Losers in an Industry TransitionWe spent two days at the Detroit Auto Show to experience for ourselves the role that Motor City is playing in the future of mobility. Here are the takeaways: OEMs: Detroit won’t be left behind as traditional auto is consumed by…Read more Autonomous Vehicles
Loup VenturesKey Questions on the Evolving Future of TransportationAdvancements in self-driving car technology will eventually result in full-scale autonomous transportation. Considering the level of investment from deep-pocketed tech and auto companies and the caliber of human capital that accompanies it, the space has become “too big to fail.”…Read more Artificial Intelligence, Autonomous Vehicles , Future , Google , Robotics , Tesla , Venture Capital