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
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