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Gene Munster
First Take: Senate Hearing
Regardless of the nature of the hearing, an appearance on Capitol Hill to testify before Congress constitutes a brand hit to Twitter, Facebook, and Google. Notably (and rightfully), Apple has avoided the conversation. In our view, this is a direct result…
3-Minute Read
Apple
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Google
,
Meta
Gene Munster
Few Ways Around App Store, More Around Google Play
Netflix and Spotify are testing ways to avoid paying Apple for new in-app subscription purchases by forcing customers to visit mobile sites for subscription sign-ups. Given this only affects new subscriptions, the financial impact on Apple will be de minimis…
3-Minute Read
Apple
,
Google
Doug Clinton, Will Thompson
There’s Still No Such Thing as a Value Stock in Tech
Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…
3-Minute Read
Apple
,
Google
,
Meta
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Netflix
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Nvidia
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Technology
,
Tesla
Gene Munster, Will Thompson
Annual Digital Assistant IQ Test – Siri, Google Assistant, Alexa, Cortana
We asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…
7-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
,
Microsoft
,
Retail
Gene Munster
Google Earnings: AI Starting to Move the Needle
Shares of GOOGL are trading up ~3.5% after hours as the company is defying the law of large numbers, growing revenue by 26% y/y vs. 26% in Mar-18, 23% in FY17, and 20% in FY16. AI, for the first time,…
4-Minute Read
Artificial Intelligence
,
Google
Doug Clinton
FAANG vs the World
In venture, our job is to swing for grand slams because venture returns follow a power law function where your biggest winner is going to provide the majority of your return. Base hits do not add up to a grand…
2-Minute Read
Amazon
,
Apple
,
Google
,
Meta
,
Netflix
Doug Clinton
XPONENTIAL 2018 – The State of The Drone Industry
Last week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…
4-Minute Read
Amazon
,
Autonomous Vehicles
,
Google
,
Robotics
Andrew Murphy
Google I/O: The Pendulum Swings
The pendulum has swung. Perhaps this is a product of being 10+ years into the smartphone cycle. In the past, we walked away from developer conferences with lots of new products and features. Now, there is a greater focus on privacy, user…
2-Minute Read
Artificial Intelligence
,
Google
Gene Munster
Comforting Confirmation around Separation of Google’s Search and Privacy
Google reported Mar-18 results effectively in-line with the Street. The company does not provide guidance. Most notable on the earnings call was CEO Sundar Pichai’s comment that search (90% of Google’s revenue) relies heavily on keywords and less on private data,…
4-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
Gene Munster
Seeing The Road Ahead: The Undervalued Self-Driving Asset of Data
This is the 4th 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…
4-Minute Read
Autonomous Vehicles
,
Google
,
Tesla
Gene Munster
Adrenaline Shots for Apple AI
Apple has been criticized for not doing enough in AI. Two recent announcements show the company is closing the gap. In the past two weeks, the company has announced the hiring of Google’s AI head, and an AI partnership with…
3-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Microsoft
Gene Munster
Apple’s AI Coup
Apple has hired John Giannandrea who formerly served as Google’s head of AI and Search. Given the industry’s shortage of AI talent, Giannandrea brings expertise along with credibility, critical in recruiting. Giannandrea will likely be working on AI-powered interfaces that…
3-Minute Read
Apple
,
Artificial Intelligence
,
Google
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