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
Doug Clinton, Steve Van SlounFortnite Season 8 Shows that F2P Competition is a Victory Royale for GamersFortnite launched Season 8 on Thursday with some notable changes including a new battle pass with unlockable items, a significant map change, pirate cannons and, to the pleasure of many players, the removal of the X-4 Stormwing plane. Fortnite also improved…Read more Gaming
Gene Munster, Will ThompsonThe EV Future Just Got CloserThis afternoon, Tesla announced that the long-promised $35k configuration of the Model 3 is available for order immediately. This is perhaps the most significant event for the US EV market since the announcement of the Model 3 in 2016. The…Read more Tesla
Gene Munster, Will Thompson5G Tide to Lift AppleThe 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…Read more Apple, Artificial Intelligence, Augmented Reality, Autonomous Vehicles, Gaming, Virtual Reality
