Gene Munster, Will ThompsonRetailer Adoption of Apple Pay QuickensWe recently completed our third annual Apple Pay merchant adoption check. This involves checking the desktop websites, mobile websites, and iOS apps of a cohort of 100 of the top US online retailers for the ability to use Apple Pay…Read more Apple
Avery Bedows, Doug ClintonThe Story of Rune LabsThe nervous system is the substrate of human experience. Logic would therefore predict, and experience would confirm, that some of the most phenomenologically pernicious diseases and disorders are those that implicate the nervous system. This specific insight is the motivation…Read more Neurotech, Venture Portfolio
Doug Clinton, Avery Bedows024 – Brian PepinBrian Pepin is the CEO and founder of Rune Labs. Brian holds an MSEE in electrical engineering from UC Berkeley and a BSEE from the University of Washington. Prior to starting Rune, Brian spent nearly five years at Verily Life…Read more Neurotech, Neurotech Podcast, Themes
Gene Munster, Will ThompsonApple Event: Proliferating Arguably the World’s Best Consumer TechTaking a step back, today’s announcements from Apple’s special event are further evidence that the company continues to make arguably the best consumer tech products in the world from hardware to software, and the integration therein. At the end of…Read more Apple
Gene Munster, Zheng LiHuawei’s Pain is Apple’s & Samsung’s GainShares of AAPL have rebounded since US-China trade talks caused a slide in early August, but we believe shares would be trading higher if not for the ongoing tariff disputes. The recently announced October meetings are a step in the…Read more Apple
Gene Munster, Will ThompsonApple Card: The Next Step in a Digital WalletAmong Apple’s recent additions to their Services portfolio, Apple Card stands out as a significant departure from Apple’s core offerings. However, after two weeks of use and further reflection, the Apple Card seems like a natural extension of the ecosystem…Read more Apple
Doug ClintonInvesting in VeriSIM LifeWe love companies that leverage disruptive technologies to solve real customer challenges. The Pharma industry faces many challenges, many of which stem from the cost of drugs. They’re an easy target for politicians and an under-insured public. To the extent…Read more Artificial Intelligence, Health, Venture Portfolio
Gene Munster, Will ThompsonEV Demand Survey Shows Long Road to Convincing ConsumersWe recently surveyed 500 US consumers about their intent to purchase and perception of electric vehicles. The results, on the whole, show a lower-than-expected excitement level about EVs and the persistence of common misconceptions about owning EVs. 78% of consumers…Read more Autonomous Vehicles, Tesla
Doug ClintonFrontier Tech Tracker: 1 Year ReviewOne year ago, we launched the Loup Frontier Tech Index to track the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. The bad news: LFTI has…Read more Frontier Tech, Index
Gene MunsterNew EV Entrants Unlikely to Threaten Model 3Over the past year, there has been increasing anticipation for the release of new EV models from the likes of Audi, Jaguar, Fiat, Hyundai, and Honda. This stoked concerns that Tesla’s year to date 75% US EV market share will…Read more Tesla
