Gene MunsterTesla’s Multi-Billion Dollar Ride-Sharing OpportunityWhile a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does…Read more Autonomous Vehicles, Tesla
Gene MunsterAnnual Apple Pay Review: Adoption Jumps, but Still a Long Way to GoWe completed our annual Apple Pay review and found year over year growth has been impressive with active users more than doubling (source: Apple), transactions more than tripling (source: Apple) and online merchant adoption increasing by ~50% (source: Loup Ventures).…Read more Apple, News, Retail
Gene MunsterSmart Speaker Satisfaction High, but It’s Early DaysWe recently surveyed 520 US consumers about smart speakers and found that 89% of respondents were satisfied with them. A closer look at the results reveals the reason for this high satisfaction; early use cases are simple (Music, weather, general…Read more Amazon, Apple, Artificial Intelligence, Google, Microsoft
Gene MunsterMore People Interested in Buying a Model 3 Than You ThinkLast week we surveyed 519 people in the U.S. regarding interest in buying a Tesla Model 3. We found a surprisingly high number (17%) of people would buy a Model 3 at $40,000. Even if this survey is off by…Read more Tesla
Gene MunsterNvidia Results: Intoxicating Combination of Faster, More Profitable GrowthWhat’s new. Shares of NVDA are up 7% after hours as the company reported an intoxicating combination of faster, more profitable growth. What’s new? Tonight’s results are further evidence of the magnitude of the opportunity ahead of Nvidia. Its products are…Read more Artificial Intelligence, Autonomous Vehicles, Cryptocurrency, Nvidia
Gene MunsterTesla Earnings: Continue to Wait… and BelieveConclusion. Our confidence in Tesla’s ability to capitalize on the EV and autonomy opportunity remains unchanged. Our perspective that reaching this EV and autonomous future will take longer than most think, but be bigger than most think also remains unchanged.Read more Autonomous Vehicles, Tesla
Gene MunsterGoogle Stays Focused on AI ThemeAI-First. We start with artificial intelligence, as Sundar has done the last five consecutive quarters. He continues to make it more than apparent that AI is essential to Google’s vision and will be a key component of their products and…Read more Artificial Intelligence, Autonomous Vehicles, Google
Will Thompson, Gene MunsterDetroit Auto Show: Winners and Losers in an Industry TransitionWe spent two days at the Detroit Auto Show to experience for ourselves the role that Motor City is playing in the future of mobility. Here are the takeaways: OEMs: Detroit won’t be left behind as traditional auto is consumed by…Read more Autonomous Vehicles
Doug ClintonThe Underappreciated Beauty of Simplicity in TechSimplicity is underappreciated. In many things. But most obviously right now in our world of consumer technology. Simplicity is a requirement of mass adoption. Look at the iPhone, Google, Amazon, and Uber as examples: The iPhone never shipped with a…Read more Audio, Investment Philosophy, Loup Ventures Podcast
Doug Clinton002 – Jeff HawkinsJeff Hawkins Mr. Hawkins is an engineer, serial entrepreneur, scientist, inventor and author. His life-long interest in neuroscience and theories of the neocortex has driven his passion for building a technology based on neocortical theory. Previously, he founded two mobile…Read more Neurotech, Neurotech Podcast, Podcasts
