Gene MunsterThoughts on Tesla’s Q2 Production and Delivery NumbersTesla released Q2 2018 production and delivery numbers, confirming information leaked over the weekend that they did indeed achieve their goal of 5,000 Model 3s per week, producing 5,031 Model 3s and 1,913 S and X vehicles. These numbers are in…Read more Tesla
Gene MunsterFeedback Loup: Peloton DigitalWe’ve said it before, but it’s worth repeating: Apple + Peloton would be a match made in heaven. After testing Peloton’s new Peloton Digital offering ($19.49 per month), we think Peloton and it’s growing content library would fit nicely in…Read more Apple, Feedback Loup
Gene MunsterWhy Amazon Will Sell Robots into the HomeBloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…Read more Amazon, Artificial Intelligence, iRobot, Robotics
Avery BedowsA New Hope: The Nervous SystemBrave early adopters are the hallmark of an innovation set to create immense human value. In this story, the innovation is cutting-edge technology for interfacing with the nervous system, and the brave early adopter is Ian Burkhart. Ian, a young…Read more Audio, Loup Ventures Podcast, Neurotech
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