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
Gene MunsterAdrenaline Shots for Apple AIApple has been criticized for not doing enough in AI. Two recent announcements show the company is closing the gap. In the past two weeks, the company has announced the hiring of Google’s AI head, and an AI partnership with…Read more Amazon, Apple, Artificial Intelligence, Google, Microsoft
Gene MunsterTesla Production: A Step in the Right DirectionWhile Tesla missed their original Model 3 production goal (exiting Mar-18 at 2,000 per week vs guidance of 2,500), the miss was not as severe as investors were expecting. Importantly, Tesla doubled the Model 3 production run rate in Mar-18 over…Read more Tesla
Gene MunsterSeeing the Road Ahead: The Importance of Cameras to Self-Driving VehiclesThis is the third 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, Tesla
How To Think About Recent Volatility in TechMarket decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…Read more Amazon, Apple, Artificial Intelligence, Google, Meta, Nvidia, Retail, Robotics, Tesla
Nvidia; Buy More GPUs, Save More MoneyNVDA shares dropped 8% today on the announcement they temporary stopped autonomous testing and market sell off. While the company did not comment on timing, we expect testing to resume in the next 3 months. CEO Jensen Huang held a…Read more Artificial Intelligence, Autonomous Vehicles, Nvidia, Virtual Reality
Gene MunsterApple Education Playbook: Hardware, Software, Services… and CreativityApple announced an updated iPad along with a suite of programs that enable educators and students to pursue creativity, which is critical in the future of education. We estimate education accounts for 10-15% of Apple’s business. We believe today’s announcements…Read more Apple, Augmented Reality
Gene MunsterSeeing the Road Ahead: What You Need to Know About LiDARThis is the second 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 Artificial Intelligence, Autonomous Vehicles
Gene MunsterTracking Progress in Electric & Autonomous VehiclesWe were set to publish a note on targets from major automakers to ramp production of electric and autonomous vehicles when we heard the news from Tempe. Regardless of who was responsible, it’s a tragic reminder about the dangers of road…Read more Artificial Intelligence, Autonomous Vehicles, Tesla
Gene MunsterSeeing The Road Ahead: AV Computer Perception Outlook 2030We’re excited to introduce the first 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 timing, winners,…Read more Artificial Intelligence, Autonomous Vehicles
