Gene MunsterApple Confirms Self-Driving Car ProjectIn an interview with Bloomberg, Apple CEO Tim Cook confirmed Project Titan, Apple’s car project. Cook referred to this as “the mother of all AI projects.” While the project hasn’t been a well-kept secret, Apple’s public confirmation is noteworthy. Cook…3-Minute Read Apple, Artificial Intelligence
Gene MunsterThe Apple Car’s Long and Winding RoadTalk related to Project Titan (Apple’s car ambitions) had been quiet for the past four months, until Bloomberg published a story detailing that the autonomous vehicle will be delayed, again. The Bloomberg reporting—which we believe to be accurate—begs the question:…7-Minute Read Apple
Gene Munster, Andrew MurphyLoup TV 050: Apple’s VR ProjectGene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.0-Minute Read Apple, Augmented Reality , Deepwater TV , Virtual Reality
Gene Munster, Will ThompsonWhy Apple May Want the Drive.ai TeamApple is in talks to acqui-hire the team of a well-known self-driving vehicle startup, Drive.ai, according to The Information. The company has raised $77M and was last valued around $200M. In our view, Apple is not after brand or even…3-Minute Read Apple, Artificial Intelligence , Autonomous Vehicles
Gene Munster, Andrew MurphyApple Car Is on the RoadmapReuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…5-Minute Read Apple, Tesla
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…21-Minute Read Amazon, Apple , Artificial Intelligence , Augmented Reality , Google , Meta , Philosophy , Robotics , Virtual Reality
Gene MunsterApple’s Original Content Is Further Along Than You ThinkApple has 16 new shows in the works, comparable to Netflix in 2013 (its first year of original programming) when it had released 13 originals. We expect Apple to spend $900M on video content in 2018, growing to $4.2B by…6-Minute Read Apple, Netflix
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.3-Minute Read Augmented Reality, Microsoft , Virtual Reality
Gene MunsterTesla’s 100-Day Countdown Pushes Team to Do the ImpossibleWhile many question the feasibility of Elon Musk’s bold claims, this fall he put his money where his mouth is, embarking on an ambitious energy project in South Australia. We are betting that the project is on track, and will…3-Minute Read Tesla
Gene MunsterApple 5-Year Model; Expect Apple Glasses In FY20We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…5-Minute Read Apple, Augmented Reality