Doug Clinton, Will ThompsonThe Monetization Gap and the Real Opportunity for CreatorsIn an effort to quantify the opportunity for creators participating in the passion economy, we attempted to measure the apparent imbalance of value that flows to creators relative to the amount of time we spend consuming their content. After a…Read more Passion Economy, Venture Capital
Gene MunsterEarly iPhone 14 Demand Signs are EncouragingWhile connecting lead times to demand is more of an art than a science, we’ve found that an expansion or compression of delivery times over the years have been a leading indicator of demand. Three days into the iPhone 14…Read more Apple
Loup TV: Apple’s “Far Out” iPhone 14 EventAfter a day of letting Apple’s Far Out event marinate, Gene shares his takeaways, including: iPhone 14’s Emergency SOS with satellite connectivity: This is a technological step forward for Apple and marks the first sleek form factor satellite offering apart…Read more Apple
Gene MunsterApple: A Masterclass in Refinement and InnovationApple’s Fall iPhone event stuck to the company’s Playbook for Success. Take a loved product, progress its features and refine its look while maintaining its price point. I’m so familiar with the Playbook that I forget it has a tried-and-true…Read more Apple
Gene MunsterAI Day PrimerTesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…Read more Autonomous Vehicles, Tesla
Gene MunsterTech Companies Know How to Make Money in HollywoodHats off to the box office — 2022 has been a good year driven by the return to normal. Now that economies are reopening, top execs at Warner Brothers and other movie companies want back into theaters. Warner’s CEO, David…Read more Amazon, Apple , Netflix
Doug ClintonThe Pyramid of the Flexible MindFor any given topic — financial markets, individual stocks, entrepreneurship, politics — people fit into four categories: apathetic, interested, extremist and transcendent. These mindsets fill the pyramid in inverse order: The apathetic always make up the majority. Most people don’t…Read more Themes
Gene MunsterApple Will Slowly Reduce Its Reliance on ChinaThe US-China dynamic has worked in Apple’s favor on both the production and the demand front, and I expect this trend to continue for the next couple of years. That said, since February, I’ve been bugged with the question —…Read more Themes
Gene MunsterThe Future of Healthcare According to Big TechUS Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…Read more Amazon, Apple , Google , Microsoft
Gene MunsteriPhone is Stronger Than an Acre of GarlicI’ve been anticipating a slowdown in consumer spending for several months. In preparation, I took a look back at the 2008 financial crisis and was reminded that all companies will be impacted in a recession. Apple’s most recent quarter and…Read more Apple
