Doug ClintonInvesting in ParadromicsNeurotechnology has long been a passion for Loup Ventures because we think it represents a vast and open opportunity to improve human life via both restoration and augmentation. Brain-computer interfaces are one of the most compelling areas in the neurotech…Read more Artificial Intelligence, Neurotech, Themes, Venture Portfolio
Gene MunsterWWDC 2018: The Customer Is Always RightToday, Apple said loudly and clearly that the customer is always right. There were more new features for users than there were new tools for developers: screen time limits, monitoring, and reports, grouped notifications, Do Not Disturb at bedtime, Siri…Read more Apple, Artificial Intelligence, Augmented Reality
Gene MunsterSecret Weapon: Tesla’s Over-The-Air UpdatesTesla has several underappreciated, unique advantages including their tech brand, battery production, charging network, autopilot data, and over-the-air updates. Tesla is the only automaker that is able to perform over-the-air (OTA) updates. Every other car manufacturer requires the car to come in…Read more Tesla
Gene MunsterWWDC Preview; Siri, AR, AI, Digital HealthApple’s annual developer conference starts next Monday, June 4th. Consistent with past WWDC’s, announcements will be software heavy. Most notably a preview of iOS 12 and the upcoming MacOS. We expect Monday’s keynote to be highlighted by extending the reach…Read more Apple, Artificial Intelligence, Augmented Reality
Gene MunsterAutonomy & Apple as a ServiceThe New York Times reported that Apple has signed a deal with Volkswagen to manufacture electric T6 Transporter vans outfitted with Apple’s autonomous sensor suite to be used as self-driving shuttles for employees. This is significant because it plays into…Read more Apple, Artificial Intelligence, Autonomous Vehicles
Gene MunsterPerspective on Consumer Reports’ Model 3 ReviewConsumer Reports reviewed Tesla’s Model 3 for the first time and the car did not earn its recommendation. The review was critical of the Model 3’s inconsistent braking, complex user controls, unsupportive rear seats, and highway noise. Elon Musk tweeted…Read more Tesla
Gene MunsterFeedback Loup: Oculus Go’s Baby Steps for VRFacebook announced the release of their Oculus Go standalone VR headset at the F8 developer conference on May 1st, and gave every attendee at the conference a free device. The Go is an easy access point for getting into VR…Read more Augmented Reality, Meta
Gene MunsterApple as a Service Part 4: New Product CategoriesOptionality around new product and service categories is the 4th and final pillar to our Apple as a Service thesis. We expect a stable iPhone business (part 1), a growing Services segment (part 2), and capital returns (part 3) to…Read more Apple, Autonomous Vehicles, Retail
Gene MunsterApple as a Service Part 2: Services Offer Growth, Visibility, and ProfitabilityApple Services is the 2nd of 4 pillars to our Apple as a Service thesis. It consists of the App Store, Apple Music, iCloud, iTunes, Licensing/Google, Apple Care, and Apple Pay. Critical to Services visibility is stable iPhone growth, which…Read more Apple
Andrew MurphyAmazon’s Next Massive Market: HealthcareCNBC reported on Friday that Amazon is building a health and wellness team inside its Alexa division to work on making Alexa a better tool for healthcare. Amazon, Berkshire Hathaway, and JP Morgan recently announced plans for a joint healthcare company focused on…Read more Amazon, Artificial Intelligence, Audio, Health, Loup Ventures Podcast, Retail
