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
Andrew MurphyFeedback Loup: Google DaydreamGoogle’s smartphone-powered VR platform, Daydream, represents the company’s most significant push to date in its effort to accelerate the adoption of VR. We’ve spent the last few weeks testing the platform with a Pixel phone and a Daydream View headset. Bottom line: Daydream isn’t there…Read more Feedback Loup, Google, Virtual Reality
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
