Andrew MurphyThe Five Senses of ComputingThe trend in computing towards more natural user interfaces is unmistakable. Graphical user interfaces have long been dominant, but machines driven by more intuitive inputs, like touch and voice, are now mainstream. Today, audio, motion, and even our thoughts, are the basis for the…Read more Amazon, Apple, Artificial Intelligence, Audio, Augmented Reality, Google, Loup Ventures Podcast, Virtual Reality
Andrew MurphyAirPods: The First Mass Market HearableApple’s AirPods are a step towards the future of computing. Starting with the move from the keyboard and mouse to the touchscreen, computing continues to move towards more intuitive user interfaces. Audio and motion capture are the basis for most innovative computer hardware today,…Read more Apple, Audio, Augmented Reality, Loup Ventures Podcast
Gene MunsterJump Ball for the OS of the FutureAs we watched the run up in SNAP shares since its IPO last week, we wondered how much of the move was based on potential revenue growth of more than 2x in 2017 or investors buying in to Snap’s long…Read more Amazon, Apple, Augmented Reality, Google, Meta, Snapchat
Doug ClintonSnap’s IPO And The Road AheadSnap priced its IPO at $17 per share, implying a $23.6 billion market cap. To put the valuation in perspective, we think Snap could grow revenues by 100% to ~$800 million in 2017 and believe some buy side investors think…Read more Augmented Reality, Meta, Snapchat, Virtual Reality
Gene MunsterApple Working With Tesla Is A Fairy TaleThere’s been a lot of talk about Apple buying Tesla, but what if Apple simply made a $10 billion equity investment in the company instead? It sounds so good — Apple working with Tesla. In theory, it would make our…Read more Apple, Artificial Intelligence, Google, Robotics, Tesla
Gene MunsterTesla’s Bedrock In AI & Robotics Will Transform The Industry & Our LivesI always wanted to cover Tesla, but as an internet analyst, the stock fell outside of my coverage space. Despite this, I continued to study the company and ultimately invested because I believe that Tesla is not a car company, but…Read more Amazon, Artificial Intelligence, Google, Robotics, Tesla
Doug ClintonThe Current State Of VR ARPUWhile it’s still early, we think that VR gamers are already spending a significant amount on software. Based on an analysis of the top 100 VR-only Vive games on Steam, we estimate that about $35 million in software has been sold…Read more Augmented Reality, Virtual Reality
Gene MunsterApple’s Thundering Baby Steps Into ARLoup Ventures and Tim Cook share at least one thing in common. We both agree that AR will transform how humans interact with each other, removing the clumsy touchscreen, replacing the smartphone, and most importantly, expanding the utility of computing.…Read more Apple, Augmented Reality, Google
Doug ClintonAn Open Letter To Snap Ahead Of Its IPODear Snap, Inc., Congratulations on your S-1 filing this past week. It’s a great accomplishment as a company and great for the tech industry. During our 35+ collective years as stock analysts, we’ve helped a lot of companies go public.…Read more Amazon, Apple, Artificial Intelligence, Augmented Reality, Google, Meta, Snapchat, Virtual Reality
Doug ClintonThe 5 Focuses: Analyzing The Top Priorities Of The Top Tech CompaniesAs a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…Read more Amazon, Apple, Artificial Intelligence, Augmented Reality, Google, Investment Philosophy, Meta, Robotics, Virtual Reality
