Augmented Reality

Neurotech for Control In the first part of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. With the initial groundwork laid, we can finally dig into the technologies themselves. Here,…

We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…

The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…

At Loup Ventures, we’ve been spending more and more time researching and reflecting on how everyday technology will leverage the human brain to provide value to users. We call this subject consumer neurotechnology, and we want to share some of…

Apple continues to push the boundary of consumer tech by refining and improving their products with today’s updates to the iPhone and Apple Watch. These improvements drive customer loyalty that creates revenue predictability and should result in higher ASPs, supporting…

We’re investing in Streem as a play on augmented reality transforming human interaction. Streem focuses on the future of collaboration, diagnosis, and data capture between consumers, professionals, and manufacturers. Streem offers a subscription-based smartphone app that allows consumers and pros to communicate in…

Reuters is reporting Apple has acquired Akonia Holographics, maker of transparent displays for AR glasses. Akonia Holographics complements Apple’s 2017 acquisition of SensoMotoric and its 2013 acquisition of PrimeSense. Apple is committed to AR, both on the iPhone today and…

Heading into next month’s iPhone announcement, we surveyed 530 U.S. consumers regarding their intent to purchase the upcoming phones. Our survey suggests demand for the next iPhone cycle will slightly outpace investor expectations. The survey supports our modeling, which calls…

Apple’s key iPhone X augmented reality component supplier, Lumentum (LITE), reported better than expected Jun-18 quarter results ($301M vs expected $287M). Upside in the quarter was driven by sooner than anticipated ramp in the AR/3D sensing business. The company continues…

Today Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…

AMS AG, a 3D sensor provider to Apple, issued guidance ~9% higher than the Street for the Sep-18 quarter. This is further evidence that advanced 3D sensing and AR will be key features in the new iPhones coming this fall,…

At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…