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
Andrew MurphyMilitary: Robotics Outlook 2025This is the fifth in a six-part series we’re publishing on the future of robotics. Every day this week, we’re publishing a detailed outlook on a category within the robotics market including details on our thesis, outlook and market size for each category. See…Read more Artificial Intelligence, Robotics
Andrew MurphyCommercial: Robotics Outlook 2025This is the third in a six-part series we’re publishing on the future of robotics. Every day this week, we’re publishing a detailed outlook on a category within the robotics market including details on our thesis, outlook and market size for each category.Read more Artificial Intelligence, Robotics
Gene MunsterApple Will Become The Leading AR Platform Over NightHere’s our take on the most important announcements from Apple’s WWDC 2017 keynote event: New AR Developer Tools. ARKit is the single most important announcement from today’s keynote, enhancing iOS 11 devices for augmented reality. ARKit instantly creates a multi-100m user base…Read more Apple, Artificial Intelligence, Augmented Reality, Virtual Reality
