Gene MunsterTesla Semi Truck Hauls Heavy Disruptive PotentialTesla’s announcement of an electric semi-truck is a big deal – not only does it have the potential to disrupt one the nation’s largest industries, but it marks another leap forward in making Tesla’s grand vision a reality. That said,…Read more Robotics, Tesla
Doug ClintonDo You Have What It Takes to Be a Great Founder?Every VC says they only invest in great founders, but the majority of venture-backed businesses still end in relative failure. Does that mean we as VCs are just bad judges of founders or do we not know what great founders…Read more Audio, Investment Philosophy, Loup Ventures Podcast, Startup
Gene MunsterTesla’s Building Blocks to Reengineering the FutureTesla is not (just) an automaker. Nor is it (just) a battery, solar, or software company. Tesla is an agent of change. Its mission is to accelerate the transition to sustainable energy – and its story is about engineering a…Read more Tesla
Loup VenturesUTM: What is it and why should you care?Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. With nearly 30 years of experience in the Aviation sector over his career at the Department of…Read more Amazon, Google, Robotics
Gene MunsterTake Cover: Collateral Damage from Next Transportation WaveSpecial thanks to Austin Bohlig for his work on this note. Last week we introduced our 2040 Automotive forecasts, available here, detailing our projections for electric vehicles, autonomous vehicles and fleet services. We believe the global automotive industry is quickly approaching…Read more Google, Robotics, Tesla
Spoiler Alert: Apple Event Products LeakedLate on Fri. night, the iOS 11 GM (golden master) software build was leaked to two Apple rumor sites, confirming several new Apple products: iPhone 8 and iPhone 8 Plus: Updated versions of Apple’s 4.7″ and 5.5″ iPhones with LCD…Read more Apple, Augmented Reality
Gene MunsterBeware of the Legislative Slow Hand as Self Drive Act Inches ForwardYesterday, the U.S. House of Representatives passed proposed legislation that would make it easier for companies to test self-driving cars on the roads. The new rules would add as many as 100,000 autonomous test vehicles to U.S. roads every year,…Read more Artificial Intelligence, Robotics
Gene Munster, Austin BohligAuto Outlook 2040: The Rise of Fully Autonomous VehiclesThe global automotive industry is quickly approaching a transformation that should fully take shape by 2040. While 20 years doesn’t seem very far away, keep in mind that technology is advancing at an accelerating pace — the next 20 years…Read more Apple, Artificial Intelligence, Google, Robotics, Tesla
Gene MunsterApple Event PreviewWe don’t expect many surprises at Apple’s September 12th event (see our expectations detailed below). That said, the event will mark an important new chapter for Apple centered on augmented reality, which will eventually replace the smartphone over the next…Read more Apple, Augmented Reality
Gene MunsterThe Consortium Conundrum & the Race for Autonomous DrivingThe ambitious and multifaceted endeavor that is fully autonomous driving seems simply too large a task for one company to undertake. In the race for autonomy, automakers, software experts, hardware manufacturers, and ridesharing companies are turning to each other in…Read more Google, Robotics, Tesla
