Gene Munster, Will ThompsonApple’s Brand Promise Extends to the WalletApple’s brand promise is a secret weapon. The company’s brand has long stood for ease of use, quality, attention to detail, and simplicity. Their brand promise, in turn, has always been that “it just works.” Increasingly, Apple’s message focuses on…Read more Apple
Gene Munster, Will ThompsonTesla Deliveries: Underlying Demand Is All That MattersTesla announced first quarter 2019 production and delivery numbers on Wednesday evening. Here are our key takeaways: As expected, logistics difficulties in China and Europe caused a miss on deliveries. Tesla delivered 63k total vehicles vs Street expectations of 75k.…Read more Tesla
Gene Munster, Doug ClintonTesla is BlitzscalingWe’re expecting bad news from next week’s release of Tesla’s Mar-19 production and delivery numbers. Challenging logistics will likely impact vehicles in transit to Europe and China, along with a potential step down in US demand as the EV tax…Read more Tesla
Gene Munster, Andrew MurphyApple Thinks Different About ServicesAt Apple’s “It’s Show Time” event, the company positioned its Services business as a natural extension of their integrated hardware + software ecosystem. Apple put a refreshing bullseye on success for Services: to enrich people’s lives. Each of the services announced…Read more Apple
Gene Munster, Will ThompsonOn Lyft and the Future of RidesharingOn Friday, Lyft became the first ridesharing company to go public. By beating Uber to go public, Lyft will, to some extent, control the narrative around the US ridesharing market. That narrative will be centered around big ideas like ending…Read more Autonomous Vehicles, Lyft, Ridesharing, Uber
Gene Munster, Pat BocchicchioThe Metaverse Explained Part 4: ChallengesThis is the finale of our four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part IV discusses the challenges associated with building something as ambitious as the Metaverse and the concerns people have…Read more Virtual Reality
Gene Munster, Will ThompsonTesla Will Endure the Bumpy Road AheadOur long-term confidence in the Tesla story is unchanged. What’s new is our belief that the next year will bring more challenges than we had expected. If accurate, this will weigh on shares of TSLA. Previously, we had felt that…Read more Tesla
Gene Munster, Will ThompsonApple’s Healthcare RoadmapTim Cook commented in a recent interview that their impact on health will be “Apple’s greatest contribution to mankind.” While “greatest contribution” doesn’t necessarily mean “biggest business,” it may mean Apple would pursue a path toward improving primary healthcare by…Read more Apple, Artificial Intelligence, Health
Andrew MurphyFrontier Tech Spotlight: Baidu’s Work on 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 Artificial Intelligence, Autonomous Vehicles, Frontier Tech, Index
Gene MunsterVW Opens the Door for EV StartupsIn September of last year, Volkswagen unveiled the electric vehicle platform they developed called the MEB. In a rare move in the auto-industry, they decided to open it to other manufacturers. Today, they announced the first user of the platform.…Read more Tesla
