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
Gene MunsterWhy the Oculus Quest Marks a New Era for VRThe Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…Read more Feedback Loup, Meta, Virtual Reality
Andrew MurphyWhy Everyone Is Talking About PlaydateiOS software maker Panic just reminded us how fun technology can be. The company unveiled Playdate ($149) a pocket-sized game console that comes with a “season” of 12 games that arrive weekly. And everyone is talking about it. Playdate is resonating…Read more Apple, Gaming, Google, Microsoft
Gene Munster, Will ThompsonOutlining Tesla’s China RiskTesla shares are down 27% in the last month. At the core of this decline is investors’ heightened concern about baseline demand following the fulfillment of initial pent up demand for Model 3 and the declining tax credit. More recently,…Read more Tesla
Andrew MurphyRobotics Outlook 2025: Demand Exceeding ExpectationsWe introduced our 10-year outlook for robotic adoption across the industrial, commercial, military, and domestic markets in June 2017. Over the last two years, the level of adoption has exceeded our initial expectations across all verticals. We believe the aggregate…Read more iRobot, Robotics
Gene Munster, Will ThompsonLyft Off to Solid Start With a Long Road AheadLyft reported first-quarter 2019 earnings in their first-ever report as a public company with overall positive results. Our takeaways: Steady growth of user metrics Lyft’s active riders grew 46% y/y to 20.5M, average revenue per rider grew 34% to $38,…Read more Autonomous Vehicles, Lyft, Ridesharing
Doug ClintonZoom, Slack & How To Measure Growth EfficiencyZoom is off to a fast start trading as a public company, up 83% since its IPO two weeks ago. One reason is the company’s efficiency in gaining new customers. Slack, which will start trading in the next few weeks,…Read more Startup
Gene Munster, Will ThompsonTesla: Is a $2.7B Cushion Enough?Tesla will likely raise $2.7B (up from its initial plan to raise $2.35B) in the coming week with a mix of equity and debt. The central question is how much does this raise de-risk the story? The quick answer: it…Read more Tesla
