Gene MunsterChina Needs TeslaAs the biggest EV growth market over the next decade, China represents the single largest opportunity for EV makers. The country wants its automakers to expand outside of the region and sell globally. To do that, China needs Tesla. That’s…Read more Tesla
Gene MunsterMasterworks Is WorkingMasterworks is creating a new asset class for retail and institutional investors by offering fractional shares of artwork from “blue-chip” artists such as Monet, Warhol, Banksy, and others. Historically, this asset class has only been available to ultra-wealthy individuals with…Read more Venture Portfolio
Doug Clinton, Steve Van SlounXbox Is Losing the Console Battle but Fighting a Different WarWhile gaming has seen record engagement since the beginning of the pandemic, it hasn’t been an easy road for Microsoft and Sony more recently. Last week, the two companies released their next-generation gaming consoles, the Xbox Series X and PlayStation…Read more Gaming, Microsoft
Doug Clinton, Steve Van SlounUnity Developer Survey Suggests Increasing Spend AheadWe recently surveyed 54 Unity developers to get a better sense for how they’re using the product, expectations for future spending, and competition with Unreal. Our survey results indicate increasing spend from developer ahead, which was reflected in Unity’s latest…Read more Gaming, Unity
Gene MunsterLife Post-PandemicOn the emergence of optimistic coronavirus vaccine news, we couldn’t help but imagine what life will look like post-pandemic. That starts with a recognition that the recovery timeline is still unclear, and that even with a vaccine, scar tissue and…Read more Future, Future of Work
Gene MunsterScore 1 for the Humans: Why Walmart is Scrapping RobotsIn our Manifesto 2.0, we make the case that, over the next decade, automation will replace 70% of all jobs currently done by humans. That eventual period of automation will be characterized by pure AI, i.e., robots fully performing tasks…Read more Future of Work, Robotics
Gene MunsterMessages on iOS Is a Super AppThe Messages app on iOS doesn’t get the credit it deserves. We’ve seen two opposing views of the platform: one side is negative, viewing messaging as a commodity, the other side is positive, viewing iOS’s “blue bubble” (iMessages) as an…Read more Apple
Gene MunsterTesla’s Playbook: Leverage Auto Tech in New MarketsTesla reported its fifth consecutive profitable quarter in the most recent September quarter, driven by strong vehicle deliveries. That said, the Tesla playbook is not as obvious as building EVs. While the foundation of Tesla will be manufacturing, the company’s…Read more Tesla
Gene Munster5G: Apple Puts the Ball in Carriers’ and Developers’ CourtApple released its first lineup of 5G-enabled phones at its “Hi, Speed” event. Following the presentation, shares of AAPL traded down about 2.5%, given the announcements were in line with expectations. Despite the move, we view today’s announcements as an…Read more Apple
Doug Clinton, Steve Van SlounUnity’s Path to Becoming the Next Autodesk or AdobeUnity is on the road to becoming the next great creative software company. Since going public in mid-September, shares of Unity are up more than 60% from the issue price. The company currently trades at a $26.2 billion market cap.…Read more Gaming, Unity
