Augmented Reality

Snap priced its IPO at $17 per share, implying a $23.6 billion market cap.  To put the valuation in perspective, we think Snap could grow revenues by 100% to ~$800 million in 2017 and believe some buy side investors think…

Written by guest author Lindsay Boyajian, CMO at Augment  Snapchat has been acquiring companies and releasing augmented reality features, setting itself up to be an AR global leader. When you think of augmented reality (AR), names like Microsoft Hololens, MagicLeap, Vuforia…

While it’s still early, we think that VR gamers are already spending a significant amount on software. Based on an analysis of the top 100 VR-only Vive games on Steam, we estimate that about $35 million in software has been sold…

Loup Ventures and Tim Cook share at least one thing in common. We both agree that AR will transform how humans interact with each other, removing the clumsy touchscreen, replacing the smartphone, and most importantly, expanding the utility of computing.…

Dear Snap, Inc., Congratulations on your S-1 filing this past week.  It’s a great accomplishment as a company and great for the tech industry.  During our 35+ collective years as stock analysts, we’ve helped a lot of companies go public.…

As the company that helped pioneer our mobile-first world, Apple’s results from the quarter ending in Dec. 2016 tell us a lot about where the world is going. In short: we still live in a mobile-first world, but the company is…

As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future Perfect. Our Philosophy Series details our most important learnings from our time covering the Internet space…

Human communications have done a complete reversal since the emergence of the smartphone. To prove it, let’s briefly review the history of how we communicate. We started communicating with hieroglyphics — pictures on cave walls. That allowed us to share experiences and knowledge…

Apple reports Dec-16 quarterly results on January 31st. We continue to be positive on the Apple story, given our thoughts on iPhone X and the features we expect to advance Apple’s lead in AR-enabled devices. We expect Apple’s Dec-16 quarter/Mar-17 guide…

Yesterday, we talked about the steps forward that Apple took with the iPhone 7 and iPhone 7 Plus. In short: we see Apple building a competitive advantage in augmented reality (AR). The dual lens camera is a precursor to greater…

When Steve Jobs introduced the iPhone 10 years ago, he talked about how fortunate he had been to introduce three revolutionary products over the course of his career: Macintosh, iPod and iPhone. For good reason, Apple is known for major…