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Gene Munster
Smart Money Says Lyft a Winner in Autonomy
Ridesharing, more specifically, the fate of Uber and Lyft, is at the top of the potentially disrupted list as autonomy approaches. Both of these companies will need to make the leap to autonomy whether it be organically, through acquisition, or…
3-Minute Read
Autonomous Vehicles
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Google
Andrew Murphy
Don’t Underestimate the Importance of 3D Mapping for Autonomy
As you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…
8-Minute Read
Artificial Intelligence
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Google
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Robotics
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Tesla
Gene Munster
Google’s Hardware Push: Ubiquitous AI
Yesterday, Google released eight devices that all screamed a single message – Google’s hardware ambitions are both serious and AI-centric. Google is doubling down on hardware, as a means to democratize the use of AI. The company has recently poured…
4-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
Gene Munster
Amazon Flooding Smart Speaker Market
With the smart speaker market still comfortably in its youth, and voice as a computing interface just beginning to take hold, no one is sure what the best use cases for the technology are, or what the device that best…
3-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
Loup Ventures
UTM: What is it and why should you care?
Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. With nearly 30 years of experience in the Aviation sector over his career at the Department of…
6-Minute Read
Amazon
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Google
,
Robotics
Gene Munster
Take Cover: Collateral Damage from Next Transportation Wave
Special thanks to Austin Bohlig for his work on this note. Last week we introduced our 2040 Automotive forecasts, available here, detailing our projections for electric vehicles, autonomous vehicles and fleet services. We believe the global automotive industry is quickly approaching…
6-Minute Read
Google
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Robotics
,
Tesla
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
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Artificial Intelligence
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Google
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Robotics
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Tesla
Gene Munster
The Consortium Conundrum & the Race for Autonomous Driving
The ambitious and multifaceted endeavor that is fully autonomous driving seems simply too large a task for one company to undertake. In the race for autonomy, automakers, software experts, hardware manufacturers, and ridesharing companies are turning to each other in…
5-Minute Read
Google
,
Robotics
,
Tesla
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
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Augmented Reality
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Google
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Meta
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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
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Apple
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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
Gene Munster
Faceoff: Amazon Echo Show vs Google Home Part II
As a part of our continuing efforts to understand the ways and speed at which artificial intelligence enters our everyday lives, we reexamined two home assistants based on a study we performed in February. The two most popular assistants, Google…
6-Minute Read
Artificial Intelligence
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Feedback Loup
,
Google
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