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
Doug ClintonTech Layoffs ContinueFrom Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…Read more Meta, Microsoft , Tesla , Unity
Gene Munster, Mark GolbransonDoorDash, Uber Eats, and Grubhub Prices StabilizingWe continue to survey the cost of food delivery services and found that since May, the costs of using them peaked drastically. However, they’re now showing signs of stabilizing and a slight decline. The average premium (including a 20% tip)…Read more Themes
Gene Munster, Mark GolbransonCarPlay Meets PaymentsAt last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. This data point did not surprise me. What did surprise me are the updates coming to CarPlay next year and…Read more Apple, Future , Themes
Loup TV: Rune Labs Is Bringing the Apple Watch to the Next LevelThe Apple Watch is ready to take a step forward, thanks to Rune Labs. They just got FDA approval on an app to detect, monitor and manage Parkinson’s disease. Gene, Doug and Rune founder, Brian Pepin, discuss the company’s approach…Read more Apple
Gene MunsterWWDC22: The Virtues of Integrated Hardware-Software On DisplayWhile WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It’s their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as…Read more Apple
Gene Munster, Mark GolbransonFood Delivery Costs High and Going HigherWe surveyed the cost of food delivery services over the past three months and, unsurprisingly, found that the costs and premiums paid to use these services have both increased. Methodology We surveyed ten meals delivered in Minneapolis across three major…Read more Uber
Gene Munster, Andrew MurphyLoup TV 172: Waiting for Apple’s AR WearablesGene and Andrew discuss a recent report that Apple’s Board of Directors has seen a preview of the company’s MR headset project, and answer two keys questions: What will they do with it and, when we will see it?Read more Apple
Gene MunsterApple Lead Times Largely Stable, Except for the MacBook ProFrom mid-November 2021 to May 19th, we have been tracking lead times at Apple for nine products in six countries. We’ve found that lead times for 8 of the 9 products have been essentially stable over the past month. It’s…Read more Apple