Gene MunsterThe Future of Healthcare According to Big TechUS Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…Read more Amazon, Apple, Google, Microsoft
Steve Van SlounUnderstanding In-Game Monetization and the MetaverseFrom Steve’s blog, Aim Assist: Lately, I’ve been thinking of a framework to use to better understand in-game monetization strategies and how they may ultimately apply to the Metaverse. Today, whether games are free-to-play or require a full game purchase,…Read more Gaming
Doug ClintonTech Layoffs ContinueFrom Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…Read more Meta, Microsoft, Tesla, Unity
Gene Munster, Mark GolbransonCarPlay Meets PaymentsAt last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. This data point did not surprise me. What did surprise me are the updates coming to CarPlay next year and…Read more Apple, Future, Themes
Gene MunsterTesla’s Growth Story Is MisunderstoodWhile Tesla’s June delivery growth of 27% was inline with expectations, it was a step down from the company’s 68% delivery growth in Q1 2022. The slowed growth was attributed to the 22-day Shanghai shutdown but the larger impact of…Read more Tesla
Gene MunsterMusk Says “Tough Quarter” While Tesla Hikes PricesThere’s an art to translating Elon’s commentary into Tesla’s projected quarterly results. This art should be complemented with some science. There are four key steps in reaching a conclusion: At the highest level, Elon has been clear that the June…Read more Tesla
Gene MunsterToyota Deal Is Only the Beginning for Redwood MaterialsRedwood Materials just announced a partnership with Toyota to recycle hybrid batteries and materials, and the deal only scratches the surface of the company’s true potential to disrupt the auto industry. The Toyota partnership The first Toyota Prius was sold…Read more Redwood Materials, Themes
Gene MunsterWWDC22: The Virtues of Integrated Hardware-Software On DisplayWhile WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It’s their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as…Read more Apple
Gene MunsterTraditional Car Companies Still Don’t Get ItWe recently surveyed eleven car manufacturers that sell electric vehicles (EVs) in the U.S., including Tesla, Hyundai, Ford, Nissan, Chevrolet, Volvo, Rivian, Audi, Jaguar, BMW, and Porsche. We found that only three out of the eleven provide an estimated delivery…Read more Tesla
Gene MunsterThe AR Race Between Apple and GoogleI’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…Read more Apple, Google
