Loup Ventures2018 Loup Ventures Holiday Gift GuideHalo Sport Headset | $499 | A pair of headphones that utilizes neuropriming to improve workouts. Apple Watch Series 4 | $499 | Fall detection, an electrocardiogram, super-accurate fitness tracking, and cell connectivity make it the best smartwatch period. Plae Shoes |…Read more Apple, Gaming , iRobot , Neurotech , Retail , Robotics , Tesla
Gene Munster, Will ThompsonApple: Ecosystem Greater Than Sum of ProductsWe think about Apple less as a device maker and more as a company that maintains a large user base with a combination of hardware and software services. To put a finer point on it, we estimate there are 850…Read more Apple
Avery BedowsConsumer Neurotech: Volume IIINeurotech for Feedback In Volume I of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. In Volume II, we discussed neurotechnologies that have the value proposition of Control (or, using our taxonomy…Read more Neurotech
Consumer Neurotech: Volume IINeurotech for Control In the first part of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. With the initial groundwork laid, we can finally dig into the technologies themselves. Here,…Read more Artificial Intelligence, Augmented Reality , Gaming , Neurotech , Robotics , Virtual Reality
Gene Munster, Will ThompsonSmart Speaker Adoption Accelerating, Satisfaction and Use Cases UnchangedWe recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft
Gene Munster, Will ThompsonAnnual Digital Assistant IQ Test – Siri, Google Assistant, Alexa, CortanaWe asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft , Retail
Gene MunsterWWDC Preview; Siri, AR, AI, Digital HealthApple’s annual developer conference starts next Monday, June 4th. Consistent with past WWDC’s, announcements will be software heavy. Most notably a preview of iOS 12 and the upcoming MacOS. We expect Monday’s keynote to be highlighted by extending the reach…Read more Apple, Artificial Intelligence , Augmented Reality
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
Andrew MurphyGoogle I/O: The Pendulum SwingsThe pendulum has swung. Perhaps this is a product of being 10+ years into the smartphone cycle. In the past, we walked away from developer conferences with lots of new products and features. Now, there is a greater focus on privacy, user…Read more Artificial Intelligence, Google
Andrew MurphySmart Glasses’ Near-Term Lose-Lose SituationEarlier today, Snap resurrected Spectacles with version 2 for $150 (up from $130). The updated Spectacles have a slightly sleeker design, the ability to take pictures, new colors, optional prescription lenses, and water resistance.Read more Augmented Reality, Snapchat