Gene MunsterFaceoff: Amazon Echo Show vs Google Home Part IIAs a part of our continuing efforts to understand the ways and speed at which artificial intelligence enters our everyday lives, we reexamined two home assistants based on a study we performed in February. The two most popular assistants, Google…Read more Artificial Intelligence, Feedback Loup , Google
Announcing the World’s First Brain-Computer Interface for Virtual RealityA version of this article was originally published on Medium by Michael Thompson. Neurable’s BCI headset for HTC Vive® Today Neurable is offering a first look at a product that is without precedent in modern tech: a brain-computer interface for virtual…Read more Neurable, Venture Portfolio , Virtual Reality
Gene MunsterGoogle Is Betting On The Right Long-Term TrendsFollowing the company’s Q2 earnings release, Google shares are down 3%, based on higher traffic acquisition costs (TAC). As a percentage of revenue, TAC increased to 11.1%, up from 8.8% a year ago. We think this is a classic example…Read more Artificial Intelligence, Augmented Reality , Google , Virtual Reality
Andrew MurphyAmazon Is Doubling Down on AIAmazon’s Q1 earnings call last night sounded somewhat similar to Google’s call just an hour earlier, highlighting a lot of the same AI and machine learning investment themes. Jeff Bezos discussed increasing leverage of AI and machine learning to drive operational efficiencies…Read more Amazon, Artificial Intelligence
Gene MunsterGoogle Earnings Reiterates AI, VR, AR AmbitionsGoogle CEO Sundar Pichai used tonight’s Q1 call to double-down on his “AI-first” mantra. Several areas were highlighted, where Google will lead and define its mission to organize the world’s information with machine learning. Beyond AI initiatives to enhance core…Read more Artificial Intelligence, Autonomous Vehicles , Google , News , Virtual Reality
Loup VenturesBuilding a Business for the Long TermVibrant culture driven by shared values separates the best companies from the rest. Without clearly stated values, a “company” is just a temporary group of people, not a sustainable organization. Working together over the past 10 years, we’ve identified a…Read more Philosophy
Gene MunsterCan Anyone Catch Alexa?Amazon’s third-party developer strategy has Alexa looking like the Gingerbread Man of digital assistants. After taking over CES in January with multiple Alexa-enable devices, there’s been little pause in Alexa skills and device-enabled growth. As of this writing, we count more…Read more Amazon, Artificial Intelligence , Google
Gene MunsterTesla’s Bedrock In AI & Robotics Will Transform The Industry & Our LivesI always wanted to cover Tesla, but as an internet analyst, the stock fell outside of my coverage space. Despite this, I continued to study the company and ultimately invested because I believe that Tesla is not a car company, but…Read more Amazon, Artificial Intelligence , Google , Robotics , Tesla
Doug ClintonAn Open Letter To Snap Ahead Of Its IPODear Snap, Inc., Congratulations on your S-1 filing this past week. It’s a great accomplishment as a company and great for the tech industry. During our 35+ collective years as stock analysts, we’ve helped a lot of companies go public.…Read more Amazon, Apple , Artificial Intelligence , Augmented Reality , Google , Meta , Snapchat , Virtual Reality
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
