Gene MunsterAAPL’s Paradigm ShiftWe’re entering a new paradigm related to investing in Apple defined by 4 key themes that we call ‘Apple as a Service.’ Greater visibility in the iPhone business (62% of revenue), albeit at a 0-5% growth rate. This stability is…Read more Apple, Autonomous Vehicles
Gene MunsterNvidia Posts April Results; Continues to Advance Frontier TechNvidia reported April earnings after the close today. Shares of NVDA are down 3% in after-hours trading given the company missed Datacenter revenue by a fraction of a percent. High growth stories have high bars to clear, and the company…Read more Artificial Intelligence, Autonomous Vehicles, Cryptocurrency, Gaming, Nvidia
Doug ClintonXPONENTIAL 2018 – The State of The Drone IndustryLast week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…Read more Amazon, Autonomous Vehicles, Google, Robotics
Doug ClintonAll Technology Is Good and EvilThe core insight of science fiction is that all technologies live on a spectrum of good and evil, useful and harmful, and our perception of their place on that spectrum vacillates over time. It’s a truth that we've long known…Read more Artificial Intelligence, Audio, Augmented Reality, Autonomous Vehicles, Virtual Reality
Gene MunsterF8: Community & Privacy Tools, Putting the Hammer Down on VR & ARConclusion. This week we’re attending F8, Facebook’s annual developer conference. We have been down on the Facebook story given the negative effects it has on society (i.e. most people don’t feel better after being on Facebook) have recently outweighed the…Read more Augmented Reality, Meta, Virtual Reality
Gene MunsterComforting Confirmation around Separation of Google’s Search and PrivacyGoogle reported Mar-18 results effectively in-line with the Street. The company does not provide guidance. Most notable on the earnings call was CEO Sundar Pichai’s comment that search (90% of Google’s revenue) relies heavily on keywords and less on private data,…Read more Artificial Intelligence, Autonomous Vehicles, Google
Gene MunsterMusk Drops Trove of Model 3 Production Intel in EmailAn “internal” email written by Musk was leaked today with details around how Tesla can hit Model 3 production goals for the June quarter and measures to increase profitability and internal efficiency. This makes us more confident in Tesla’s ability to…Read more Tesla
Gene MunsterVictory Royale! Fortnite is ExplodingFortnite is a battle royale game, where 100 players parachute onto an island with the goal of being the last one standing at the end. A "storm" serves as a boundary that closes in at set intervals, shrinking the playable…Read more Audio, Gaming, Loup Ventures Podcast
Gene MunsterSeeing The Road Ahead: The Undervalued Self-Driving Asset of DataThis is the 4th in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…Read more Autonomous Vehicles, Google, Tesla
Andrew MurphyTransformations: Wrapping an Old Fish in a Piece of Paper Called ChangeWritten by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. Note: size of bubble represents FY 2017 company revenue In recent years, companies in the retail and consumer goods space have touted “business…Read more Amazon, Retail
