Andrew MurphyIndustrial: Robotics Outlook 2025This is the second 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
Andrew MurphyIntro: Robotics Outlook 2025This is the first of a six-part series we’re publishing on the future of robotics. Every day next week, we’ll publish 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 MunsterWhy Apple Deserves a Trillion-Dollar ValuationApple’s market cap crossed $800 billion for the first time two weeks ago. Not long ago, we predicted that Apple would be the world’s first trillion-dollar company. We’ve had ups and downs since then, but now we’re closer than ever.Read more Apple, Augmented Reality
Andrew MurphyAn Update on Commercial Drones #AUVSI2017If artificial intelligence is the brains, then robots are the brawn in the future of work. Earlier this week, we attended the AUVSI XPOENTIAL trade show in Dallas, the largest global gathering of unmanned systems providers, robotic software developers, and…Read more Artificial Intelligence, Audio, Loup Ventures Podcast, Robotics
Loup VenturesTesla is the Next AppleThis note was originally published on Business Insider.Read more Apple, Artificial Intelligence, Audio, Loup Ventures Podcast, Robotics, Tesla
Gene MunsterApple Results & Guidance a Non-Event; Clear Sailing to iPhone XExpect Slight Upside In Mar-17 From Easy Comps and Typical Conservative Guidance for Jun-17. Apple reports Mar-17 quarterly results tomorrow, May 2nd. Despite shares at an all time high, investor optimism for an iPhone X super cycle this fall remains…Read more Apple, Augmented Reality, News
Gene MunsterApple’s Dream Car: Hardware + SoftwareFriday’s news of Apple’s permit to test self-driving cars in California should not have come as much of a surprise given the poorly kept secret of Project Titan. But the permit begs the question of whether Apple is building a…Read more Apple, Artificial Intelligence, Robotics
Gene MunsterCan Anyone Catch Alexa?Amazon’s third-party developer strategy has Alexa looking like the Gingerbread Man of digital assistants. After taking over CES in January with multiple Alexa-enable devices, there’s been little pause in Alexa skills and device-enabled growth. As of this writing, we count more…Read more Amazon, Artificial Intelligence, Google
Gene MunsterDon’t Write Microsoft OffTypically, when we talk about the future of AR and VR, the first companies that come to mind are Apple, Google, Facebook, and Snapchat; however, Microsoft does not receive enough credit for the strong positioning it has already built.Read more Augmented Reality, Microsoft, Virtual Reality
Loup VenturesAR Is Going to Be Apple’s Next HitApple is increasingly focused on being a dominant player in augmented reality (AR), and for good reason: The future of the company depends on it. AR includes any technology that uses digital information to seamlessly enhance the real world. Over…Read more Apple, Augmented Reality, Google, Meta, Microsoft
