Gene Munster, Doug ClintonLoup TV 170: Apple-Porsche Rumor Takeway; Where There’s Smoke, There’s FireApple and Porsche reportedly held discussions last year about potential collaboration on digital projects. The statements made on Porsche’s video conference are feeding speculation about Apple’s intentions to enter the automotive space. Along with Ford and Wallbox, VW and GM…Read more Apple
Gene MunsterPeek Performance Event Underscores Years of Apple’s Peek PerformanceApple hosted its “Peek Performance” event featuring two upgraded products (iPhone SE with 5G and a new iPad Air) and two new products (Mac Studio and Studio Display). I estimate that the new products will account for 5-10% of Apple’s…Read more Apple
Gene Munster, Doug ClintonLoup TV 157: Tesla to Double China Production; FB Blocked in Russia; Crypto’s Use Cases GrowTakeaways: There were reports that TSLA has plans to increase its China production from 1.1M to 2M vehicles/year. As a point of comparison, VW expected to be able to produce 1M EVs in China in 2023. Bottom line is: China is…Read more Deepwater TV, Meta, Tesla, Themes
Gene MunsterLoup TV 153: Blue Light Is A Real Problem, Eyesafe Is Trying to Fix ThatGene is joined by Justin Barrett (CEO/Co-Founder, Eyesafe), David Friess (VP of Global Medical Affairs, STAAR Surgical) and John Ryan (CEO, Vision Plans at Unitedhealth Group) to discuss the harmful effects of blue light emitted from our digital devices and…Read more Themes
Gene Munster, Doug ClintonLoup TV 147: Super Bowl Ads Give Glimpse Into FutureEVs and Crypto got a lot of attention from Super Bowl advertisers. On the EV side, the long-term question is more about identity than percentage of vehicles that are electric. Featuring — General Motors, Chevy Silverado, BMW, Polestar, Kia and…Read more Themes
Gene Munster, Doug Clinton, Andrew MurphyLoup TV 146: Apple’s realityOS; Salesforce to Develop NFT Cloud; Another Tesla Recall Takeaways: Apple’s open source code has mistakenly revealed references to a new ‘realityOS.’ While we don’t expect the MR headset to be released until 2023 at the earliest, this is confirmation that the product is in the works. Salesforce shared…Read more Apple, Tesla, Themes
Loup TV 144: The Peloton Bounce; Apple Adds Tap to Pay; D.C. Takes Issue with TeslaTakeaways: • Good news for Peloton: they just hired a world-class CEO. The stock has been all over the place, which begs the question — How do you invest in rocket ships, not rollercoasters? • Apple invests in Apple Pay options…Read more Themes
Gene MunsterInvestors Look Past Tesla’s Impressive ResultsTesla did it again in the December quarter; they showed the auto industry how to run an EV business. Dec. quarter deliveries were up 71% y/y while the top five automakers were down 3%. This delivery gap has become a…Read more Tesla
Doug ClintonTSLA Is Overvalued – Taking On the Religion of TeslaThis was originally posted on Doug’s blog, Uncomfortable Profit. What’s the fastest way to get attention on the internet? Criticize a religion. These days, religions come in two forms — political and financial— and I said the unspeakable about Tesla:…Read more Tesla
Gene Munster, Andrew Murphy, Doug ClintonLoup TV 134: Tesla + Apple Wallet; MR’s Rough Road; Peloton’s Unlikely SuitorsTakeaways: The Tesla insurance card can now be added to Apple Wallet. The seemingly insignificant integration speaks to the fact that many Tesla owners are also iPhone owners. No surprises here, don’t expect any more software tie-ins between the companies…Read more Themes
