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
Gene MunsterHomePod Uniquely Positioned to Win Smart Speaker MarketIn December, Apple will ship HomePod, a smart speaker with a unique focus on music. Don’t be fooled, however, by HomePod’s music-focused marketing; Apple has a grander vision than delivering a better sounding Echo. The company is making Siri a…Read more Amazon, Apple, Artificial Intelligence, Google
Gene MunsterApple’s Core ML Brings AI to the MassesAI is one of the core themes on which we focus at Loup Ventures. And as analysts, we heard Google, Facebook, Amazon, and Apple emphasizing their focus on AI over the last several years. Google CEO Sundar Pichai has commented…Read more Amazon, Apple, Artificial Intelligence, Google, Meta
Doug ClintonMachines Taking Jobs: Why This Time Is DifferentWill AI and robotics revolutionize human labor or not? More than half of all US jobs could be disrupted by automation in the next several decades; at least that’s our opinion. About half the people we talk to disagree. Those…Read more Artificial Intelligence, Future, Investment Philosophy, Robotics
Gene MunsterFaceoff: Amazon Echo Show vs Google Home Part IIAs a part of our continuing efforts to understand the ways and speed at which artificial intelligence enters our everyday lives, we reexamined two home assistants based on a study we performed in February. The two most popular assistants, Google…Read more Artificial Intelligence, Feedback Loup, Google
Andrew MurphyAGV Deep Dive: How Amazon’s 2012 Acquisition Sparked a $10B MarketSpecial thanks to Austin Bohlig for his work on this note. Amazon’s 2012 acquisition of Kiva Systems was the spark that ignited the Autonomous Guided Vehicles (AGV) industry, which we believe will represent a $10B market by 2025. We’ve taken a…Read more Amazon, Artificial Intelligence, Robotics
Mcity Expert Weighs In On Autonomous Driving“People tend to overestimate the amount of change that can happen in the near-term, and understate it in the long-term.” Huei Peng, Director of Mcity Last week we made a trip to Ann Arbor, Michigan to hear more about Mcity.…Read more Artificial Intelligence, Robotics, Tesla
Gene MunsterTesla: Short Term vs. Long TermPeople tend to overestimate what happens in short-term, and underestimate what happens in the long-term. We believe that notion will define the Tesla story over the next six years. We caution that it will take time for the Tesla story…Read more Artificial Intelligence, Robotics, Tesla
Gene MunsterModel 3 Hand-Off Event: Our Top 10 Questions AnsweredWe continue to believe the Model 3 will be the most important catalyst to the world’s adoption of EV and autonomous driving. And we expect it to play a big role in commercializing and consumerizing AI and robotics technologies. Heading…Read more Artificial Intelligence, Robotics, Tesla
Gene MunsterTesla’s Breakout Will Take Longer But Will Be Bigger Than You ThinkWe are publishing our Tesla model with forecasts out to 2023. We’re believers that Tesla will play a central role in two upcoming paradigm shifts: 1) EV and autonomous transportation, and 2) renewable energy – driven by Tesla’s core competencies…Read more Artificial Intelligence, Robotics, Tesla
