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Apple
Gene Munster, Austin Bohlig
Auto Outlook 2040: The Rise of Fully Autonomous Vehicles
The 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 Munster
Apple Event Preview
We don’t expect many surprises at Apple’s September 12th event (see our expectations detailed below). That said, the event will mark an important new chapter for Apple centered on augmented reality, which will eventually replace the smartphone over the next…
5-Minute Read
Apple
,
Augmented Reality
Gene Munster
ARCore + ARKit Make Augmented Reality Ubiquitous
On Tuesday, Google released a developer preview of ARCore, a platform for developers to build augmented reality apps for Android. ARCore brings augmented reality to the world’s largest mobile operating system, starting with just the Pixel and Galaxy S8, but…
3-Minute Read
Apple
,
Augmented Reality
,
Google
,
Meta
,
Microsoft
Gene Munster
HomePod Uniquely Positioned to Win Smart Speaker Market
In December, Apple will ship HomePod, a smart speaker with a unique focus on music. Don’t be fooled, however, by HomePod’s music-focused marketing; Apple has a grander vision than delivering a better sounding Echo. The company is making Siri a…
5-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Gene Munster
Apple’s Core ML Brings AI to the Masses
AI is one of the core themes on which we focus at Loup Ventures. And as analysts, we heard Google, Facebook, Amazon, and Apple emphasizing their focus on AI over the last several years. Google CEO Sundar Pichai has commented…
4-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Meta
Massive VCSEL Laser Order Confirms Apple Continues To Bet Big on Augmented Reality
Following encouraging comments from Apple’s leading VCESL laser supplier, Lumentum (LITE), on their FQ4 conference call this morning, we have become incrementally more upbeat on Apple’s next iPhone launch, and specifically the number of phones that will have advanced 3D…
4-Minute Read
Apple
,
Augmented Reality
Gene Munster
Cook: AR “Is One of Those Huge Things That We’ll Look Back At and Marvel”
Apple’s Jun-17 results highlight that its iPhone and Services business remain solid, despite the headwind of consumers holding off on upgrading in anticipation of a new iPhone this fall. For Apple, this is a good place to be as the…
5-Minute Read
Apple
,
Artificial Intelligence
,
Augmented Reality
Andrew Murphy
The Gold Rush of ARKit
When Apple launched the iPhone SDK in March 2008, they correctly anticipated a gold rush for iOS developers selling apps on the new App Store. Another gold rush is about to begin with the debut of iOS 11 and ARKit.
3-Minute Read
Apple
,
Audio
,
Augmented Reality
,
Loup Ventures Podcast
Andrew Murphy
AR Is Coming To Life via Apple’s ARKit
At Apple’s Worldwide Developers Conference in June, the company announced ARKit for developers to create augmented reality-driven apps. Apple describes ARKit as a platform that, “combines device motion tracking, camera scene capture, advanced scene processing, and display conveniences to simplify…
3-Minute Read
Apple
,
Augmented Reality
Gene Munster
Model 3 Could Change The World: A Cost Of Ownership Study
We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. In 2017, our model concluded that…
12-Minute Read
Apple
,
Artificial Intelligence
,
Tesla
Andrew Murphy
On The Screenless Future & Solving Customer Problems
Why do we think that some combination of AR wearables will eventually replace our smartphones? In short: because the customer is always right. Or, more specifically, solving customer problems is the best way to create value. I’ve been a regular…
3-Minute Read
Apple
,
Augmented Reality
Loup Ventures
Feedback Loup: iPhone User Survey
In celebration of the iPhone’s 10th anniversary, we went to the University of Minnesota and the surrounding area to ask 25 people a series of questions to get their insights on the iPhone. Most insightful were the answers to questions…
1-Minute Read
Apple
,
Feedback Loup
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