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
Gene MunsterOur Expectations For iPhone XYesterday, we talked about the steps forward that Apple took with the iPhone 7 and iPhone 7 Plus. In short: we see Apple building a competitive advantage in augmented reality (AR). The dual lens camera is a precursor to greater…Read more Apple, Augmented Reality, Google
Andrew MurphyInnovate Like Apple, With Baby StepsWhen Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…Read more Apple, Augmented Reality, Investment Philosophy
Gene MunsterReinventing Oneself: Apple and Loup VenturesWe are believers that every 10-15 years people need to reinvent themselves. It’s a natural progression. As the world changes, we need to change with it. We believe the world is about to undergo a major change in how we…Read more Apple, Investment Philosophy
Loup VenturesManifestoThe combination of artificial intelligence, robotics, virtual reality, and augmented reality will fundamentally transform how we live — for the better. It will enable a world of infinite and limitless exploration. A world where humans find purpose in creativity, community,…Read more Artificial Intelligence, Audio, Augmented Reality, Loup Ventures Podcast, Robotics, Virtual Reality
