Gene MunsterNvidia Weighs In on Timing for Seismic Tech ShiftsNvidia Corporation beat earnings today, posting revenues of $2.64B ($2.36B est.), up 32% y/y. Nvidia also posted $1.33 EPS ($0.94 est.) an increase of 60% y/y. In addition, Nvidia is raising its quarterly cash dividend 7 percent to $0.15 per…Read more Artificial Intelligence, Nvidia, Virtual Reality
Doug ClintonEight Fun Facts About Computer VisionDespite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…Read more Artificial Intelligence, Augmented Reality, Future, Virtual Reality
Gene MunsterTesla’s Falling Behind on Production, but Maintains Lead in Future of TransportationTesla’s production challenges outlined on yesterday’s earnings call beg the question – is Tesla falling behind in the race to be a key player in the future of transportation?Read more Autonomous Vehicles, Tesla
Gene MunsterTSLA Earnings PrimerHere’s our Tesla earnings primer for tomorrow’s results. Find our TSLA model here. High Level Thoughts. We believe the TSLA story has the most upside in large cap tech over the next 5 years. The company released Sep-17 delivery numbers on…Read more Tesla
Gene MunsterGoogle Earnings: Moving the Ball Forward on AIA thought on the quarter. Google reported Sept-17 results tonight highlighted by 24% fxn revenue growth, comparable to 2016 growth and above 2015 which was 20%. It’s worth taking a step back to recall investors concern from 2 years ago that…Read more Artificial Intelligence, Google
Gene MunsterSmart Money Says Lyft a Winner in AutonomyRidesharing, more specifically, the fate of Uber and Lyft, is at the top of the potentially disrupted list as autonomy approaches. Both of these companies will need to make the leap to autonomy whether it be organically, through acquisition, or…Read more Autonomous Vehicles, Google
Andrew MurphyDon’t Underestimate the Importance of 3D Mapping for AutonomyAs you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…Read more Artificial Intelligence, Google, Robotics, Tesla
Gene MunsterFacebook Is Going to Muscle VR into the MainstreamAt yesterday’s Oculus Connect 4 conference, Zuckerberg outlined a goal to have 1 billion VR users. This goal is rooted in his belief that once platforms reach more than 1 billion monthly users in scale, they’re impossible to compete with.…Read more Meta
Austin BohligUTM Deep Dive: A Multi-Billion Dollar Market You Can’t IgnoreLegislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. We recently had Jim Williams, who has deep expertise on the subject, guest author a piece about…Read more Amazon, Artificial Intelligence, Robotics
Gene MunsterGoogle’s Hardware Push: Ubiquitous AIYesterday, Google released eight devices that all screamed a single message – Google’s hardware ambitions are both serious and AI-centric. Google is doubling down on hardware, as a means to democratize the use of AI. The company has recently poured…Read more Amazon, Apple, Artificial Intelligence, Google
