Gene MunsterWWDC 2017 PreviewRead more Apple, Artificial Intelligence , Augmented Reality
Andrew MurphyThe Future of RetailIt’s no secret that online retail is slowly killing offline retail. In Q4 2016, 8.3% of total US retail sales were online (about $103 billion), up from 5.1% just five years ago (about $53 billion). Offline sales were 91.7% of…Read more Amazon, Artificial Intelligence , Audio , Augmented Reality , Virtual Reality
Gene MunsterWhy Apple Deserves a Trillion-Dollar ValuationApple’s market cap crossed $800 billion for the first time two weeks ago. Not long ago, we predicted that Apple would be the world’s first trillion-dollar company. We’ve had ups and downs since then, but now we’re closer than ever.Read more Apple, Augmented Reality
Gene MunsterApple Acquires AI Company Lattice DataApple recently acquired Lattice Data, a dark data mining company. Lattice Data takes “dark data,” meaning unstructured text and images, and turns it into structured information that can be used by traditional data analytics tools. Lattice Data began as a…Read more Apple, Artificial Intelligence
Doug ClintonFacebook Planting A Flag In ARFacebook reported Q1 earnings last night and briefly discussed its augmented reality and virtual reality efforts on the call. Following the trend of F8 last month, CEO Mark Zuckerberg spent more time talking about augmented reality than virtual reality. Zuckerberg…Read more Augmented Reality, Meta , Virtual Reality
Loup VenturesTesla is the Next AppleThis note was originally published on Business Insider.Read more Apple, Artificial Intelligence , Audio , Loup Ventures Podcast , Robotics , Tesla
Gene MunsterApple Results Reinforce Importance of ARApple reported Mar-17 quarterly results below Wall Street – and Loup Ventures’ – expectations. Judging by the mild negative reaction of the stock in after-market trading, it appears that investors are focused on the coming iPhone X product cycle and beyond.…Read more Apple, Augmented Reality
Gene MunsterApple Results & Guidance a Non-Event; Clear Sailing to iPhone XExpect Slight Upside In Mar-17 From Easy Comps and Typical Conservative Guidance for Jun-17. Apple reports Mar-17 quarterly results tomorrow, May 2nd. Despite shares at an all time high, investor optimism for an iPhone X super cycle this fall remains…Read more Apple, Augmented Reality , News
Gene MunsterFace Off: Siri vs. Google Assistant vs. CortanaThe importance of voice assistants in the screenless future is hard to overestimate. We see speech-driven user interfaces as a key component of the next computing paradigm, so it’s helpful to understand empirically where each platform stands today. In February, we compared…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft
Andrew MurphyFacebook Pushes Further Into ARIn an interview with Recode following Facebook’s F8 conference, Mark Zuckerberg laid out his rationale for Facebook’s big bet on augmented reality:Read more Augmented Reality, Meta , Virtual Reality