Gene Munster, Will ThompsonA Psychological Setback for Tesla, Greater Opportunity IntactTesla reported Q4 production and delivery numbers fractionally (Read more Tesla
Loup VenturesLoup Ventures 2019 Tech Predictions1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…Read more Amazon, Apple, Artificial Intelligence, Autonomous Vehicles, Google, Meta, Tech Addiction, Tesla, Virtual Reality
Doug ClintonThe Bell Curve of Tech AddictionSince we started writing about tech addiction as a potential market opportunity, we’re often asked, “What exactly are the opportunities?” We see opportunities across three broad categories: Health services Leveraging healthy addiction Augmentation These opportunities can be visualized along a…Read more Investment Philosophy, Tech Addiction, Technology
Avery BedowsAn Investor’s Take on the Ethics of NeurotechA while back, I laid out an argument for why I think neurotechnology is an important and compelling field: it entails investigating, fixing, and enhancing the brain—the substrate of human phenomenological existence. Here, I want to discuss the ethics of…Read more Artificial Intelligence, Investment Philosophy, Neurotech, Virtual Reality
Gene Munster, Will ThompsonFeedback Loup: Facebook Portal+Earlier this month, the first ever Facebook-branded hardware device shipped. It’s a smart, hands-free video calling device with Alexa built-in called Portal. It was built with the intention of bringing friends and families closer together when they are apart. Though not…Read more Artificial Intelligence, Meta
Gene MunsterTesla Depreciation Case Study a Positive Read on DemandDepreciation in the used car market is one way to read demand for a manufacturer’s vehicles. Vehicles that are more in demand depreciate less. To compare the depreciation of the Tesla Model S with competing in class vehicles, we collected…Read more Tesla
Gene Munster, Will ThompsonApple’s Latest Reinvention: Apple as a ServiceApple’s recent decision to end unit reporting is evidence of Apple’s latest reinvention — into a services business. It will take time, but this change lays the groundwork for future AAPL multiple expansion. Six months ago we introduced our view…Read more Apple
Gene Munster, Will ThompsonApple: Ecosystem Greater Than Sum of ProductsWe think about Apple less as a device maker and more as a company that maintains a large user base with a combination of hardware and software services. To put a finer point on it, we estimate there are 850…Read more Apple
Doug ClintonThe Good Phone: Superhumans Will Use Less Technology, Not MoreTwo weeks ago, I tested using a distraction-free iPhone – no social media, no email, no entertainment, no news, and no web browser. I loved it so much that I named the device the “Good Phone” in my settings. I don’t think I’ll ever go…Read more Investment Philosophy, Tech Addiction, Technology
Doug Clinton, Pat BocchicchioAttending the Super Bowl of EsportsThe first thing many of us think when we hear the word esports is: “why would someone want to watch someone else play video games.” And this is often just referencing Twitch streamers or YouTube gaming channels, let alone going…Read more Feedback Loup, Gaming
