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
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
