Doug ClintonSecurity Tokens: An Emerging Opportunity in CryptoThis is the first in a multi-part series analyzing the potential of security tokens in the world of crypto assets. 2017 was the year of crypto. Bitcoin became a household phenomenon and increased ~13x in value, Ethereum spurred interest in…Read more Blockchain, Cryptocurrency
Gene MunsterAutonomy & Apple as a ServiceThe New York Times reported that Apple has signed a deal with Volkswagen to manufacture electric T6 Transporter vans outfitted with Apple’s autonomous sensor suite to be used as self-driving shuttles for employees. This is significant because it plays into…Read more Apple, Artificial Intelligence , Autonomous Vehicles
Gene MunsterFeedback Loup: Oculus Go’s Baby Steps for VRFacebook announced the release of their Oculus Go standalone VR headset at the F8 developer conference on May 1st, and gave every attendee at the conference a free device. The Go is an easy access point for getting into VR…Read more Augmented Reality, Meta
Gene MunsterApple as a Service Part 4: New Product CategoriesOptionality around new product and service categories is the 4th and final pillar to our Apple as a Service thesis. We expect a stable iPhone business (part 1), a growing Services segment (part 2), and capital returns (part 3) to…Read more Apple, Autonomous Vehicles , Retail
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
Nvidia; Buy More GPUs, Save More MoneyNVDA shares dropped 8% today on the announcement they temporary stopped autonomous testing and market sell off. While the company did not comment on timing, we expect testing to resume in the next 3 months. CEO Jensen Huang held a…Read more Artificial Intelligence, Autonomous Vehicles , Nvidia , Virtual Reality
Doug Clinton006 – Dr. Stephen RaineyDr. Stephen Rainey. Dr. Rainey is a research fellow at the Oxford Uehiro Centre for Practical Ethics. He is a working in the Horizon2020-funded project BrainCom, developing therapeutic brain-computer interfaces that will enable communication for users with debilitating speech conditions. Dr.…Read more Neurotech, Neurotech Podcast , Podcasts
Gene MunsterNvidia Results: Intoxicating Combination of Faster, More Profitable GrowthWhat’s new. Shares of NVDA are up 7% after hours as the company reported an intoxicating combination of faster, more profitable growth. What’s new? Tonight’s results are further evidence of the magnitude of the opportunity ahead of Nvidia. Its products are…Read more Artificial Intelligence, Autonomous Vehicles , Cryptocurrency , Nvidia
Gene MunsterFeedback Loup: PlayStation VR vs HTC ViveHead-to-head. We compared two of the most popular tethered virtual reality headsets, the PlayStation VR and the HTC Vive, to get a sense of where VR experiences are today, what needs to improve, and where they might go tomorrow. While…Read more Feedback Loup, Virtual Reality
Loup Ventures8 Tech Predictions for 2018Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…Read more Amazon, Apple , Artificial Intelligence , Cryptocurrency , Google , Tesla , Virtual Reality