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How To Think About Recent Volatility in Tech
Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…
5-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
,
Meta
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Nvidia
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Retail
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Robotics
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Tesla
Gene Munster
Smart Speaker Satisfaction High, but It’s Early Days
We recently surveyed 520 US consumers about smart speakers and found that 89% of respondents were satisfied with them. A closer look at the results reveals the reason for this high satisfaction; early use cases are simple (Music, weather, general…
4-Minute Read
Amazon
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Apple
,
Artificial Intelligence
,
Google
,
Microsoft
Loup Ventures
Key Questions on the Evolving Future of Transportation
Advancements in self-driving car technology will eventually result in full-scale autonomous transportation. Considering the level of investment from deep-pocketed tech and auto companies and the caliber of human capital that accompanies it, the space has become “too big to fail.”…
6-Minute Read
Artificial Intelligence
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Autonomous Vehicles
,
Future
,
Google
,
Robotics
,
Tesla
Gene Munster
We Ran HomePod Through the Smart Speaker Gauntlet
Conclusion Yesterday, we put HomePod through the smart speaker gauntlet which included 782 queries along with comprehensive tests of sound quality and ease of use. Our methodology was comprised of 3 HomePods being tested throughout the day by the Loup…
6-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Gene Munster
Google Stays Focused on AI Theme
AI-First. We start with artificial intelligence, as Sundar has done the last five consecutive quarters. He continues to make it more than apparent that AI is essential to Google’s vision and will be a key component of their products and…
3-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
Loup Ventures
8 Tech Predictions for 2018
Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…
7-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
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Cryptocurrency
,
Google
,
Tesla
,
Virtual Reality
Loup Ventures
Face Off Part 3 – Echo vs. Google Home vs. Cortana
Smart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…
6-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Microsoft
Loup Ventures
2018 Market Outlook: Who’s Winning in AR & VR?
Written by guest authors Lindsay Boyajian, Product Marketing, and Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…
5-Minute Read
Amazon
,
Apple
,
Augmented Reality
,
Google
,
Virtual Reality
Gene Munster
Apple Wearables Drafting on Tech’s Push into Healthcare
Healthcare is in the midst of a dramatic transformation. This may seem obvious, but the culmination of this week’s news – CVS buying Aetna to create a new healthcare platform and Apple partnering with Stanford to carry out a medical…
6-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Gene Munster
Alexa First to Business but Google AI Close Behind
Bottom Line. Alexa has 70-80% smart speaker market share and is pedal to the metal in expanding the market beyond the consumer today, being the first company to target the business opportunity. While we expect Alexa will continue to be the…
3-Minute Read
Amazon
,
Artificial Intelligence
,
Google
Andrew Murphy
Waymo Unleashes Autonomous Cars – Now Must Earn Public’s Trust
On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…
6-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
,
Robotics
Gene Munster
Google Earnings: Moving the Ball Forward on AI
A thought on the quarter. Google reported Sept-17 results tonight highlighted by 24% fxn revenue growth, comparable to 2016 growth and above 2015 which was 20%. It’s worth taking a step back to recall investors concern from 2 years ago that…
3-Minute Read
Artificial Intelligence
,
Google
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