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
Gene MunsterApple Event First Take: Pricing Tier Mastery Will Drive ASPsWhile the Apple event went largely as expected, the new iPhone lineup should provide upside to both iPhone units and ASPs over the next year. Apple, once again, has shown their mastery of pricing tiers, which will extract more revenue per…Read more Apple
Gene Munster, Doug ClintonA Moment of Truth for Tesla and Its BoardIf Tesla doesn’t make some changes, starting with the board, it could spell the end for the company. We believe in Tesla and its mission. We want the company to be successful, but Elon Musk‘s increasingly disturbing actions have brought the…Read more Tesla
Gene Munster, Andrew MurphyFirst Take: Apple’s Gather Round Event on Sept. 12thApple sent out invitations to its annual fall gathering to announce new iPhones. Historically, they have also used this event to set the iPad, iPod, and other product lineups for the holiday shopping season. Here’s what we expect: Three new…Read more Apple
Doug Clinton011 – E.J. ChichilniskyDr. E.J. Chichilnisky is a Professor of Neurosurgery at Stanford University, where he and his lab are developing a retinal prosthesis. E.J. completed his B.S. in Mathematics at Princeton University, and his Masters in Mathematics and Ph.D. in Neuroscience at…Read more Artificial Intelligence, Neurotech, Neurotech Podcast
Gene MunsterApple + Tesla Is a Fairy Tale with a TwistThe roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…Read more Apple, Autonomous Vehicles, Tesla
Gene Munster, Steve Van SlounNvidia Unveils the Holy Grail of Computer GraphicsDuring Gamescom 2018, Nvidia introduced its new GeForce RTX product line — three graphics cards ($499-$999) based on its new Turing architecture. Nvidia CEO Jensen Huang called the line’s primary innovation, real-time ray tracing, the “holy grail of computer graphics.”…Read more Artificial Intelligence, Gaming, Nvidia, Virtual Reality
