Gene MunsterThe AR Race Between Apple and GoogleI’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…Read more Apple, Google
Gene MunsterSherlocked: How AOL Paved the Way for Apple’s iMessageMost software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8.…Read more Apple
Gene MunsterLoup TV: Apple Quarter Deep DiveGene and Rebecca discuss Apple’s March quarter and June outlook, including underlying demand and of course, the supply chain.Read more Apple
Gene MunsterApple’s Supply Chain Chatter Hides the Big PictureSupply constraints. It seems like that’s the only topic on the minds of Apple investors these days. In fact, it’s nothing new. Since the launch of the iPod twenty years ago, navigating the theme of product availability has been an…Read more Apple
Gene MunsterTesla Is Putting Way More Than Traditional Auto in TroubleIt’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional car makers. But that’s just the beginning. The…Read more Tesla
Gene Munster, Andrew MurphyLoup TV Weekly: Musk’s Big Week with Twitter and Cyber RodeoGene and Andrew discuss the most important tech events for the week ending on April 8th. Musk’s investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he’s now a…Read more Apple, Tesla , Twitter
Gene MunsterFood Delivery Is Still ExpensiveFood delivery services are riding the demand rollercoaster. While the pandemic pushed the business higher, the return to normal has been jolted back to reality. Shares of DoorDash and Grubhub (now part of Just Eat Takeaway) increased by an average…Read more Uber
Gene Munster, Doug ClintonLoup TV Weekly: Apple App Store Now Steers; Tesla’s Cyber Rodeo Is About ReligionApple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps (including gaming) will allow steering in the future. This begs the question: How will steering impact app developers’ conversion and profitability? Both Tesla and…Read more Apple, Tesla , Themes
Loup TV Weekly: App Take Rates and Private Valuations DropToday marks the first episode of Loup TV Weekly, where we discuss the most important developments in tech for the week ending on March 25. Spotify and Google announced User Choice Billing, a new agreement to allow users to pay subscriptions through Spotify…Read more Themes
Gene MunsterApple’s Been Preparing for the New World OrderThe global supply chain will likely change rapidly over the next decade, shifting away from China. Apple saw it coming in 2018 and will be aggressively investing a projected $430B in US tech infrastructure over the next five years, along…Read more Apple, Themes