Gene Munster, Will ThompsonApple Slowly Assembling Approach to Autonomy with Drive.aiApple has confirmed an Axios report that they have acquired autonomy startup Drive.ai. Apple has hired “dozens” of Drive.ai hardware and software engineers and will receive some intellectual property and hard assets, including vehicles. Drive.ai, which has been seeking a…Read more Apple, Autonomous Vehicles
Gene MunsterApple & Google’s Vision of the Future Contrasted by Developer ResourcesWWDC and Google I/O set the direction for developers for the upcoming year and give insight to the trends Apple and Google are actively moving forward. The developer conference keynotes are the newsmakers but are only one event in a…Read more Apple, Artificial Intelligence, Google
Gene Munster, Will ThompsonCarPlay Quietly Shifts from First to Second GearLost in the breadth of this year’s WWDC announcements was an update to CarPlay. That’s to be expected, given just under 1 minute of the 136-minute keynote and only 1 of 153 developer sessions were related to CarPlay. Despite the…Read more Apple, Autonomous Vehicles, Google
Doug ClintonGreat Startups Start With a ProblemProblems are the guiding light for founders to build solutions around. Problems are also the guiding light for investors to decide whether a company is a good investment. When we started investing in early-stage companies, we were taught that founders,…Read more Investment Philosophy, Problems, Startup
Gene Munster, Will ThompsonTesla’s Shareholder Meeting in Five TakeawaysTesla hosted its annual shareholder meeting today. Here are our takeaways: Musk was calm, confident, and articulate in a way that we haven’t seen in his last several public appearances. He was less combative and more measured in his remarks…Read more Autonomous Vehicles, Tesla
Gene MunsterApple TV Moves Forward Inside Third-Party DisplaysIn May, Samsung was the first manufacturer to ship TVs with Apple TV integration. Vizio, Sony, and LG have also signed on to this effort and are expected to release TVs later this year. Our takeaways: Four years ago, our…Read more Apple
Andrew MurphyFrontier Tech Spotlight: Ways to Play Autonomous VehiclesThe Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…Read more Apple, Autonomous Vehicles, Frontier Tech, Google, Index, Tesla
Gene Munster, Will ThompsonWhy Apple May Want the Drive.ai TeamApple is in talks to acqui-hire the team of a well-known self-driving vehicle startup, Drive.ai, according to The Information. The company has raised $77M and was last valued around $200M. In our view, Apple is not after brand or even…Read more Apple, Artificial Intelligence, Autonomous Vehicles
Gene Munster, Andrew MurphyMaking Life Easier for Developers Makes Life Better for UsersAt WWDC 2019, each of Apple’s software platforms — iOS, macOS, watchOS, tvOS, and now iPadOS — took a step forward, focusing on continuity and privacy. But all of this starts with the developer. The company is making life easier…Read more Apple
Gene MunsterLooking Ahead to Takeaways From WWDCApple begins its annual developer conference on Monday. We think that most of the headlines around the announcements are widely known, so we’re preemptively shifting from “preview” mode to “take away” mode. History suggests investor disappointment will follow the event…Read more Amazon, Apple, Artificial Intelligence, Google
