Gene MunsterGoogle Moving From Mobile-First World To AI-FirstKey Message from Google’s Earnings Call: AI-First. On tonight’s Q4 earnings call, Google CEO Sundar Pichai reiterated that we are quickly moving from a mobile-first world to an AI-first one.Read more Amazon, Apple , Artificial Intelligence , Google
Doug ClintonThe 5 Focuses: Analyzing The Top Priorities Of The Top Tech CompaniesAs a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…Read more Amazon, Apple , Artificial Intelligence , Augmented Reality , Google , Meta , Philosophy , Robotics , Virtual Reality
Andrew MurphyFeedback Loup: Cozmo by AnkiFrom time to time, we’ll review new products that are relevant to our focus themes: virtual reality, augmented reality, artificial intelligence and robotics. Our Feedback Loup series provides real customer feedback on the technologies shaping our future. We hope that our…Read more Artificial Intelligence, Feedback Loup , Robotics
Gene MunsterApple Dec. Quarter Preview: Stable iPhone, Focus On iPhone X, ServicesApple reports Dec-16 quarterly results on January 31st. We continue to be positive on the Apple story, given our thoughts on iPhone X and the features we expect to advance Apple’s lead in AR-enabled devices. We expect Apple’s Dec-16 quarter/Mar-17 guide…Read more Apple, Augmented Reality , Google
Gene MunsterOur Expectations For iPhone XYesterday, we talked about the steps forward that Apple took with the iPhone 7 and iPhone 7 Plus. In short: we see Apple building a competitive advantage in augmented reality (AR). The dual lens camera is a precursor to greater…Read more Apple, Augmented Reality , Google
Andrew MurphyInnovate Like Apple, With Baby StepsWhen Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…Read more Apple, Augmented Reality , Philosophy
Doug ClintonSeeing What We Say: Improving Siri And AlexaWe’ve been talking a lot about digital assistants lately. They were a big theme at CES and a recent survey of ours showed that US consumers view digital assistants as the fourth most frustrating tech product, behind devices, poor Internet…Read more Amazon, Apple , Artificial Intelligence , Future , Google
Gene MunsterApple’s Services Biz Starts 2017 with a Blowout DayApple’s news release on App Store sales earlier today implies they generated $78M in App Store gross sales per day in 2016. We would have estimated New Year’s Day sales would gross about 30% more than an average day, or…Read more Apple, Augmented Reality , News , Virtual Reality
Andrew MurphyDigital Assistants: The Tech We Love to HateAlexa – you can’t live with her, you can’t live without her. Digital assistants are some of the most widely used and convenient technologies, but also some of the most frustrating tech we use. We can confirm that Alexa is “everywhere” at CES, now…Read more Amazon, Apple , Artificial Intelligence , Google
Gene MunsterReinventing Oneself: Apple and Loup VenturesWe are believers that every 10-15 years people need to reinvent themselves. It’s a natural progression. As the world changes, we need to change with it. We believe the world is about to undergo a major change in how we…Read more Apple, Philosophy
