Gene Munster, Will ThompsonTesla Is Crushing the Auto IndustryThis year is going to be ugly for the auto industry, and Tesla is showing signs that it has a powerful demand advantage over its competitors. March quarter delivery numbers were up 40% year over year to 88.4k compared to…Read more Tesla
Loup VenturesMobility as a Service Isn’t an App, It’s a SystemWritten by guest author Kenny Fennell. Kenny is a consultant with WSP’s New Mobility Group. His work focuses on emerging mobility pilots, policy, and planning. Prior to this role, he worked in the City of Detroit’s Office of Mobility Innovation. Views…Read more Themes
Gene MunsterWhen Fremont Gets Shut Down, Tesla Will SurviveUpdate: as of Wednesday, March 18th, Tesla is continuing operations at Fremont, we believe at about 25% capacity. We continue to believe that the company will eventually have to shut down the factory altogether apart from “minimum basic operations” to…Read more Tesla
Gene MunsterSome Key Apple Products Showing Improved SupplyWe’ve been tracking lead times of four key Apple products in 13 countries since mid-February 2020 and recently found supply has improved over the past two weeks. Recent Changes to Availability iPhone (~52% of revenue) supply, as measured by the…Read more Apple
Gene Munster, Will ThompsonGigafactory Location Represents a Profitability Lever for TeslaAfter Elon Musk tweeted that Tesla is currently scouting locations for a Cybertruck/Model Y Gigafactory, we began exploring the potential impact of Tesla producing cars in locations outside of Fremont, CA. As expected, we found that diversifying manufacturing locations is…Read more Tesla
Gene MunsterKey Apple Products Showing Modest Tightening of SupplyIn the midst of reports that Apple’s supply chain is set to resume production, we’re reminded the Coronavirus impact will likely affect the June quarter and potentially beyond. That said, we continue to believe this storm will pass, and Apple…Read more Apple
Gene MunsterA Nautical Metaphor for Weary InvestorsAs the health impact of the coronavirus continues to mount, the economic impact is increasingly apparent. The lives of the people affected by the virus are the primary concern, but understanding its impact on the global economy is also an…Read more Apple, Google, Microsoft
Andrew MurphyAmazon Wins Another Battle for the Future of RetailThe end of the war is a long way off, but Amazon has just won another battle for the future of retail. The company recently announced the opening of Go Grocery, a first-of-its-kind large format automated retail store in downtown…Read more Artificial Intelligence, Retail
Doug ClintonInvesting in OutriderAutomation is poised to be the defining theme of the 2020s. The time is now because of the confluence of advancements in deep learning, information collection via powerful sensors, and hardware able to calculate real-time judgments on that information to…Read more Artificial Intelligence, Autonomous Vehicles, Robotics, Venture Portfolio
Gene Munster, Will ThompsonCOVID-19 Disrupts March, Long-Term IntactFirst things first – the real impact of COVID-19 is on the individuals affected. Apple announced they will miss March guidance based on COVID-19 affecting demand for Apple’s products in China and dampening global iPhone supply. Outside of China, the…Read more Apple
