Gene MunsterTeslas Are SaferThree recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back to the Autopilot safety topic. While investigations are still ongoing, it…Read more Tesla
Gene MunsterMac Growth Will ContinueWe believe the accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations in 2022. Mac accounts for about 12% of Apple’s overall revenue and was essentially flat in the five years…Read more Apple
Gene MunsterTesla’s Charging Network AdvantageAs part of its proposed green energy plan, the Biden Administration hopes to add 500,000 new public EV charging ports over the next four years, essentially 5x the current number. This potential infrastructure investment from the US government is considered…Read more Tesla
Gene MunsterSizing Up the Global Transportation MarketAs investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…Read more Apple, Autonomous Vehicles, Ridesharing, Tesla, Uber
Gene MunsterCan Tesla Service Keep Up with Deliveries?From 2017 to 2020, Tesla’s global fleet of vehicles has grown by 390%, from 280k vehicles to about 1.4m. Over the same period, the company’s stock of Service Centers has grown about 90%. This mismatch has at times led to…Read more Tesla
Doug ClintonAre We in a Bubble?We recently shared these thoughts with our limited partners about current public market dynamics. When someone asks if we’re in a market bubble, the expectation is for one of three answers: No Yes, but it isn’t ready to pop Yes,…Read more Investment Philosophy
Gene MunsterTesla Continues on Its Path ForwardThe big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but will be more transformative in the end than most appreciate. This reality will undoubtedly create near-term volatility in shares of Tesla.…Read more Tesla
Gene MunsterA Lesson in Patience From US EV AdoptionThe shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…Read more Autonomous Vehicles, Tesla
Gene MunsterThe Future of PodcastsThe term podcasting, a combination of the word ‘iPod’ and ‘broadcasting’, is generally attributed to Ben Hammersley in an article written for the Guardian in 2004. Fun fact: in 2005, the New Oxford American Dictionary chose “Podcast” as the word of…Read more Audio, Future
Andrew MurphyImagining Apple’s Next ServicesApple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…Read more Apple
