Andrew MurphyAirPods: The First Mass Market HearableApple’s AirPods are a step towards the future of computing. Starting with the move from the keyboard and mouse to the touchscreen, computing continues to move towards more intuitive user interfaces. Audio and motion capture are the basis for most innovative computer hardware today,…Read more Apple, Audio , Augmented Reality , Loup Ventures Podcast
Gene MunsteriPhone X Survey Shows Increased Intent to Upgrade & Interest in ARLast week, we surveyed 502 people in the US regarding their interest in purchasing the iPhone X, expected to launch this fall. Among the 234 iPhone owners we surveyed, 23% intend to upgrade to iPhone X, which compares to 15% that…Read more Apple, Augmented Reality
Gene MunsterJump Ball for the OS of the FutureAs we watched the run up in SNAP shares since its IPO last week, we wondered how much of the move was based on potential revenue growth of more than 2x in 2017 or investors buying in to Snap’s long…Read more Amazon, Apple , Augmented Reality , Google , Meta , Snapchat
Andrew MurphyFeedback Loup: SnapchatWe think customer feedback is a critical (but too often overlooked) component of understanding where technology stands today and where it’s headed in the future. Our Feedback Loup series provides real customer feedback on the technologies shaping our future. Snap’s IPO is a perfect opportunity…Read more Augmented Reality, Feedback Loup , Snapchat
Doug ClintonSnap’s IPO And The Road AheadSnap priced its IPO at $17 per share, implying a $23.6 billion market cap. To put the valuation in perspective, we think Snap could grow revenues by 100% to ~$800 million in 2017 and believe some buy side investors think…Read more Augmented Reality, Meta , Snapchat , Virtual Reality
Gene MunsterApple Working With Tesla Is A Fairy TaleThere’s been a lot of talk about Apple buying Tesla, but what if Apple simply made a $10 billion equity investment in the company instead? It sounds so good — Apple working with Tesla. In theory, it would make our…Read more Apple, Artificial Intelligence , Google , Robotics , Tesla
Andrew MurphyWhen Will Apple Win Its First Oscar?We think Apple will win an Oscar in the next five years. That’s how long it will take for Apple to scale its original content spend from less than $200m today to $5-7b. The reason why expect $5-7b in Apple original content…Read more Amazon, Apple , Netflix
Gene MunsterTesla’s Bedrock In AI & Robotics Will Transform The Industry & Our LivesI always wanted to cover Tesla, but as an internet analyst, the stock fell outside of my coverage space. Despite this, I continued to study the company and ultimately invested because I believe that Tesla is not a car company, but…Read more Amazon, Artificial Intelligence , Google , Robotics , Tesla
Gene MunsterFace Off: Amazon Echo vs. Google HomeAs digital assistants continue to improve, more and more users are integrating them into their daily routines. In our Robot Fear Index, we found that 43% of Americans had used a digital assistant in the last three months. But we believe…Read more Amazon, Artificial Intelligence , Google
Gene MunsterApple’s Thundering Baby Steps Into ARLoup Ventures and Tim Cook share at least one thing in common. We both agree that AR will transform how humans interact with each other, removing the clumsy touchscreen, replacing the smartphone, and most importantly, expanding the utility of computing.…Read more Apple, Augmented Reality , Google