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
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
