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
Andrew MurphyiRobot’s Dominance Shows That Making A Robot Is HardSpecial thanks to Austin Bohlig for his work on this note. We believe the domestic robot market, which includes robotic vacuums, mops, and lawnmowers, is one of the most promising sub-categories within the robotics space. Following iRobot’s Q2 results, we are…Read more Robotics
Doug ClintonThe AI Portfolio: Non-Tech Companies Making AI InvestmentsSpecial thanks to David Kroger, Steve Van Sloun, and Austin Bohlig for their work on the Non-Tech AI Portfolio.Read more Artificial Intelligence, Audio, Loup Ventures Podcast
Gene MunsterModel 3 Could Change The World: A Cost Of Ownership StudyWe’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. In 2017, our model concluded that…Read more Apple, Artificial Intelligence, Tesla
Gene MunsterApple 5-Year Model; Expect Apple Glasses In FY20We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…Read more Apple, Augmented Reality
Andrew MurphyRobotics Software and Services is Where the True Value LiesWe recently published a six-part series on the future of robotics including a detailed outlook through 2025 on the five major robotics categories: Industrial, Commercial, Domestic, Military, and Social. Each part highlighted our thesis, outlook and market size for each category of robotics hardware, but…Read more Amazon, Artificial Intelligence, Robotics
Doug ClintonEric Schmidt is Wrong About AutomationAt the Viva Tech conference in Paris, Google Chairman Eric Schmidt stated that he believes automation will create more jobs, not eliminate them. I think he’s wrong, and I hope he’s wrong. Disagreeing with the Chairman of the most advanced AI company in the…Read more Artificial Intelligence, Google, Investment Philosophy, Robotics
Gene MunsterApple Confirms Self-Driving Car ProjectIn an interview with Bloomberg, Apple CEO Tim Cook confirmed Project Titan, Apple’s car project. Cook referred to this as “the mother of all AI projects.” While the project hasn’t been a well-kept secret, Apple’s public confirmation is noteworthy. Cook…Read more Apple, Artificial Intelligence
