Gene Munster, Zheng LiNvidia’s Path Forward in Data CentersWe recently ran through the top-performing stocks in the S&P 500 for the last 15 years. At the very top were some household names like Netflix >12,000% returns, Apple >10,000% returns, revolutionizing the way people experience the world, and Amazon…Read more Nvidia
Gene MunsterTesla Model 3 Cost of Ownership Slightly Cheaper Than a CamryWe’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. The original study from 2017 can…Read more Tesla
Gene Munster, Will ThompsonTesla’s June Quarter a Mixed BagEarlier this month, Tesla released production and delivery numbers well ahead of expectations and reiterated its target for 360k-400k deliveries in 2019, ahead of analysts expecting 345k. That good news was tempered with today’s Q2 results, which revealed a greater…Read more Tesla
Avery BedowsNeuralink Event: Musings on MessagingAs anyone who holds at least one ear to the neurotechnology world undoubtedly knows, Elon took the stage on Tuesday night at the California Academy of Sciences to deliver an Elonian exposé on Neuralink’s progress over the last two years.…Read more Artificial Intelligence, Neurotech
Doug ClintonDeconstructing the Company: The Future of Freelance and Remote WorkMany great venture investment opportunities emerge from the deconstruction of some accepted norm or behavior. One of the most famous deconstructions was that of Craigslist where verticalized marketplaces like Airbnb, Let Go, Stubhub, Indeed, etc., emerged to do one of the…Read more Investment Philosophy, Startup
Gene MunsterRange Anxiety Is All Perception, but Still a Major HurdleThe adoption of electric vehicles might seem to have major hurdles in front of it, but in reality, it is being stifled by a false premise. Range anxiety, the idea that electric vehicles don’t have enough charging points to adequately…Read more Tesla
Loup VenturesMid-Year Update on Our 2019 PredictionsApple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…Read more Amazon, Apple, Google, Lyft, Meta, Netflix, Tech Addiction, Tesla, Uber, Virtual Reality
Gene Munster, Will ThompsonTesla Deliveries Mark a Turning Point for Underlying DemandTesla shares are up 7% after reporting second-quarter production and delivery numbers well ahead of expectations. Deliveries totaled 95,200 vehicles (77,550 Model 3, 17,650 S&X) vs. expectations of 85k (69k Model 3, 16k S&X). This represents a record for both…Read more Tesla
Gene MunsterShifting the Paradigm from Square to Cubic Feet with Bumblebee SpacesA year ago, we announced our investment in Bumblebee Spaces, a company that is creating a new way to live by unlocking the third dimension in your living space. Bumblebee hopes to alleviate escalating housing costs and rapid urbanization by…Read more Apple, Artificial Intelligence, Robotics, Venture Portfolio
Gene MunsterT-Mobile Enters 5G Race, but We’re Still Two Years AwayOn June 28th, T-Mobile will be the 4th US carrier to “launch” 5G in the US with 6 initial cities. While encouraging, we’re still in the buildup phase, likely two years away from the average consumer using 5G. To put…Read more Technology
