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
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
