Consumer Neurotech: Volume IINeurotech for Control In the first part of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. With the initial groundwork laid, we can finally dig into the technologies themselves. Here,…Read more Artificial Intelligence, Augmented Reality, Gaming, Neurotech, Robotics, Virtual Reality
Gene Munster, Will ThompsonModel 3 Takes Measurable Step Forward in ProductionTesla released Sep-18 production and delivery numbers this morning. While the numbers were in line with guidance, the update is incremental, given Tesla investors have been conditioned to brace for negative news. This is a good day for Tesla. The…Read more Tesla
Doug ClintonSolving Tech Addiction Is an Underappreciated Market OpportunitySmartphones have made us superhuman by bestowing on us the intelligence of the world’s information at our fingertips persistently; however, few would disagree that our omnipresent devices also create undesirable outcomes. We spend so much time on our phones that…Read more Apple, Google, Investment Philosophy, Tech Addiction
Doug Clinton, Steve Van SlounSizing Up Twitch’s Game Streaming BusinessWe think Twitch will pay streamers almost $75M in 2018 and see that number expanding to $180M by 2020. We tested streaming on Twitch to get a better sense of what it takes to be a streamer and reach Twitch’s…Read more Amazon, Feedback Loup, Gaming
Doug Clinton, Andrew Murphy, Gene MunsterManifesto 2.0We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…Read more Artificial Intelligence, Augmented Reality, Autonomous Vehicles, Gaming, Investment Philosophy, Loup Ventures Podcast, Neurotech, Retail, Robotics, Virtual Reality
Gene MunsterFrontier Tech Spotlight: Lumentum Enabling ARThe 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 Apple, Augmented Reality, Frontier Tech, Index
Gene MunsterFrontier Tech Spotlight: Teradyne Leading Co-Bot MarketThe 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 Frontier Tech, Index, Robotics
Avery BedowsConsumer Neurotechnology: Volume IAt Loup Ventures, we’ve been spending more and more time researching and reflecting on how everyday technology will leverage the human brain to provide value to users. We call this subject consumer neurotechnology, and we want to share some of…Read more Augmented Reality, Neurotech, Virtual Reality
Gene Munster, Will ThompsonA 6-Month Roadmap for TSLAWe remain positive on the Tesla story, given our view that near-term results (Sep-18 and Dec-18) will likely ease investor concerns regarding cash. Longer-term, talent retention will be a key indicator of greater upside to the Tesla story. Here’s a…Read more Autonomous Vehicles, Tesla
Gene Munster, Will ThompsonApple Event: Refining Products and Exercising Pricing PowerApple continues to push the boundary of consumer tech by refining and improving their products with today’s updates to the iPhone and Apple Watch. These improvements drive customer loyalty that creates revenue predictability and should result in higher ASPs, supporting…Read more Apple, Augmented Reality
