Doug ClintonThe AI Portfolio: Non-Tech Companies Making AI InvestmentsSpecial thanks to David Kroger, Steve Van Sloun, and Austin Bohlig for their work on the Non-Tech AI Portfolio.Read more Artificial Intelligence, Audio , Loup Ventures Podcast
Gene MunsterApple 5-Year Model; Expect Apple Glasses In FY20We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…Read more Apple, Augmented Reality
Gene MunsterE3 Leaves VR Fans Wanting MoreFans of virtual reality gaming didn’t hear quite as many announcements as they were hoping to last week at E3. While Sony and PC platforms announced some impressive titles launching in VR, Microsoft was silent about VR despite releasing the…Read more Microsoft, Virtual Reality
Gene MunsterApple Confirms Self-Driving Car ProjectIn an interview with Bloomberg, Apple CEO Tim Cook confirmed Project Titan, Apple’s car project. Cook referred to this as “the mother of all AI projects.” While the project hasn’t been a well-kept secret, Apple’s public confirmation is noteworthy. Cook…Read more Apple, Artificial Intelligence
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 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
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 MunsterApple’s Dream Car: Hardware + SoftwareFriday’s news of Apple’s permit to test self-driving cars in California should not have come as much of a surprise given the poorly kept secret of Project Titan. But the permit begs the question of whether Apple is building a…Read more Apple, Artificial Intelligence , Robotics