Gene MunsterTesla’s Software Advantage Is Clear & ProfitableIt’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…6-Minute Read Autonomous Vehicles, Tesla
Gene MunsterSecret Weapon: Tesla’s Over-The-Air UpdatesTesla has several underappreciated, unique advantages including their tech brand, battery production, charging network, autopilot data, and over-the-air updates. Tesla is the only automaker that is able to perform over-the-air (OTA) updates. Every other car manufacturer requires the car to come in…3-Minute Read Tesla
Gene Munster, Austin BohligAuto Outlook 2040: The Rise of Fully Autonomous VehiclesThe global automotive industry is quickly approaching a transformation that should fully take shape by 2040. While 20 years doesn’t seem very far away, keep in mind that technology is advancing at an accelerating pace — the next 20 years…10-Minute Read Apple, Artificial Intelligence , Google , Robotics , Tesla
Gene MunsterTracking Progress in Electric & Autonomous VehiclesWe were set to publish a note on targets from major automakers to ramp production of electric and autonomous vehicles when we heard the news from Tempe. Regardless of who was responsible, it’s a tragic reminder about the dangers of road…9-Minute Read Artificial Intelligence, Autonomous Vehicles , Tesla
Andrew MurphyWhy Apple Will Succeed as a Carmaker: Hardware + Software + ServicesThis piece was initially published on Andrew’s Substack, Field Day. This week, longtime Apple analyst Katie Huberty at Morgan Stanley discussed her views on Apple entering the car market. She argues that Apple will eventually build its own ‘Apple Car’…5-Minute Read Apple, Tesla
Andrew MurphyFrontier Tech Spotlight: Ways to Play Autonomous VehiclesThe Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…3-Minute Read Apple, Autonomous Vehicles , Frontier Tech , Google , Index , Tesla
Gene MunsterSeeing the Road Ahead: The Importance of Cameras to Self-Driving VehiclesThis is the third in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…3-Minute Read Autonomous Vehicles, Tesla
Andrew MurphyFrontier Tech Spotlight: Baidu’s Work on Autonomous VehiclesThe Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…3-Minute Read Artificial Intelligence, Autonomous Vehicles , Frontier Tech , Index
Doug Clinton, Steve Van SlounGame Development Software: Picks and Shovels for the 3D RushGaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…8-Minute Read Augmented Reality, Gaming , Unity , Virtual Reality
Andrew MurphyRobotics Software and Services is Where the True Value LiesWe recently published a six-part series on the future of robotics including a detailed outlook through 2025 on the five major robotics categories: Industrial, Commercial, Domestic, Military, and Social. Each part highlighted our thesis, outlook and market size for each category of robotics hardware, but…7-Minute Read Amazon, Artificial Intelligence , Robotics
