Andrew Murphy, Gene MunsterModel S Plaid: Tesla Disappoints And Still Wins Over CustomersTesla teased its most valuable customers with the Model S Plaid announcement back in January, then struggled to deliver. We followed one Plaid customer’s buying experience from pre-order to test drive(!). It was a bumpy ride and a reminder that…Read more Tesla
Gene Munster5G Performance Improving, Plenty of Room to GoSpeed matters when it comes to navigating the 5G rollout. Average 5G speeds in the US have improved in the past year, yet still lag, with average US 5G download speeds currently at 65 Mbps. Speeds that will motivate consumers…Read more 5G, Apple
Gene MunsterApple’s New Hardware Rides the Digital Transformation WaveApple’s September 14 “California streaming” event will be the biggest day of the year for hardware announcements. On top of that, we expect Apple will host an additional hardware event in October, with the new models announced at both events…Read more Apple, Meta
Andrew MurphyWhy Apple Will Succeed as a Carmaker: Hardware + Software + ServicesThis piece was initially published on Andrew’s Substack, Field Day. This week, longtime Apple analyst Katie Huberty at Morgan Stanley discussed her views on Apple entering the car market. She argues that Apple will eventually build its own ‘Apple Car’…Read more Apple, Tesla
Gene Munster, Doug ClintonLoup Frontier Tech Benchmark: August 2021For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…Read more Artificial Intelligence, Augmented Reality, Autonomous Vehicles, Frontier Tech, Index, Robotics, Virtual Reality
Gene MunsterTesla Advertising Advantage Is DurableAutomotive is one of the most aggressive industries when it comes to advertising. Tesla is unique among automakers in that it spends virtually nothing on advertising yet has outpaced the broader auto industry growth rate by 50% in both 2020 and 2019.…Read more Tesla
Gene MunsterTesla Autopilot Safety Probe Highlights a Painful TruthTesla’s Autopilot is subject to a formal safety probe from the National Highway Transportation Safety Administration due to 11 accidents that have occurred between Teslas with Autopilot engaged and emergency safety vehicles parked on the side of the road. The…Read more Tesla
Gene MunsterTesla ‘AI Day’ to Give Glimpse into Autonomy, Other ApplicationsTesla will host its AI Day on August 19. We view the event more like the second edition of Autonomy Day, given autonomy is the principal application of AI within Tesla. A key question for investors will be what the…Read more Tesla
Steve Van SlounIdentity vs. Utility: A Framework For In-Game MonetizationLately, I’ve been thinking of a framework to use to better understand the different in-game monetization strategies and how they may ultimately apply to the Metaverse. Today, whether games are free-to-play or require a full game purchase, there are two…Read more Gaming
Gene Munster, Andrew MurphyApple’s Digital Leverage ContinuesWe’ve watched Apple report more than 70 quarters, and it hasn’t gotten old yet. The quarterly tradition is an opportunity for investors to check in on Apple’s progress toward maximizing what we call digital leverage: the simultaneous increase in value…Read more Apple
