Gene MunsterBattery 101: The Chess Match Behind EV MetalsFor this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…Read more Redwood Materials, Themes
Gene MunsterMeta Anchors the Metaverse in the Future of WorkMeta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…Read more Augmented Reality, Meta, Virtual Reality
Gene MunsterBattery 101: The CathodeWe’ve written about the imminent electrification of everything and the crucial role of the battery before. New segments are being disrupted by electrification, from homes to recreational vehicles to construction equipment. Essentially, anything powered by gas today will be electric…Read more Redwood Materials, Themes
Gene MunsterEV Sweet Spot Is Shifting from OEMs to BatteriesThe trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…Read more Redwood Materials, Themes
Gene MunsterAI Day PrimerTesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…Read more Autonomous Vehicles, Tesla
Doug ClintonThe Pyramid of the Flexible MindFor any given topic — financial markets, individual stocks, entrepreneurship, politics — people fit into four categories: apathetic, interested, extremist and transcendent. These mindsets fill the pyramid in inverse order: The apathetic always make up the majority. Most people don’t…Read more Themes
Gene MunsterThe Future of Healthcare According to Big TechUS Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…Read more Amazon, Apple, Google, Microsoft
Steve Van SlounUnderstanding In-Game Monetization and the MetaverseFrom Steve’s blog, Aim Assist: Lately, I’ve been thinking of a framework to use to better understand in-game monetization strategies and how they may ultimately apply to the Metaverse. Today, whether games are free-to-play or require a full game purchase,…Read more Gaming
Doug ClintonTech Layoffs ContinueFrom Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…Read more Meta, Microsoft, Tesla, Unity
Gene Munster, Mark GolbransonCarPlay Meets PaymentsAt last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. This data point did not surprise me. What did surprise me are the updates coming to CarPlay next year and…Read more Apple, Future, Themes
