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Autonomous Vehicles
Gene Munster
Seeing The Road Ahead: AV Computer Perception Outlook 2030
We’re excited to introduce the first 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 timing, winners,…
3-Minute Read
Artificial Intelligence
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Autonomous Vehicles
Gene Munster
Tesla’s Multi-Billion Dollar Ride-Sharing Opportunity
While a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does…
5-Minute Read
Autonomous Vehicles
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Tesla
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
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Future
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Google
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Robotics
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Tesla
Gene Munster
Nvidia Results: Intoxicating Combination of Faster, More Profitable Growth
What’s new. Shares of NVDA are up 7% after hours as the company reported an intoxicating combination of faster, more profitable growth. What’s new? Tonight’s results are further evidence of the magnitude of the opportunity ahead of Nvidia. Its products are…
4-Minute Read
Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Nvidia
Gene Munster
Tesla Earnings: Continue to Wait… and Believe
Conclusion. Our confidence in Tesla’s ability to capitalize on the EV and autonomy opportunity remains unchanged. Our perspective that reaching this EV and autonomous future will take longer than most think, but be bigger than most think also remains unchanged.
2-Minute Read
Autonomous Vehicles
,
Tesla
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
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Autonomous Vehicles
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Google
Will Thompson, Gene Munster
Detroit Auto Show: Winners and Losers in an Industry Transition
We spent two days at the Detroit Auto Show to experience for ourselves the role that Motor City is playing in the future of mobility. Here are the takeaways: OEMs: Detroit won’t be left behind as traditional auto is consumed by…
6-Minute Read
Autonomous Vehicles
Gene Munster
Apple is Flush With Cash, But Don’t Expect Big M&A
Don’t expect any big M&A. Everyone is asking who Apple will acquire. The answer is: nobody. At least nobody big ($5B+). Apple announced they’re paying $38B in repatriation taxes, which implies they’re bringing $215B back to the U.S. If there…
3-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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News
Gene Munster
Expect iRobot to Have Cleaned Up During Holiday Season
iRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on holiday pricing trends we believe the company sold more robots than expected in the Dec-17 quarter. In addition, we believe the domestic robot market…
4-Minute Read
Autonomous Vehicles
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Tesla
Gene Munster
Model 3 Miss as Expected, Production Ramp Encouraging
Tesla released Dec-17 production numbers highlighted by 1,550 Model 3 deliveries, below the Street’s published numbers calling for 5,250, but in line with investor expectations. Model S and X deliveries totaled 28,320, above Street expectations of 26,550. It appears outperformance…
2-Minute Read
Autonomous Vehicles
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Tesla
Gene Munster
Expecting Another Model 3 Miss, but Remain Upbeat on Tesla Story
Next week, likely Jan 2nd or Jan 3rd, Tesla will release delivery and production numbers for the Dec-17 quarter. We estimate Model 3 deliveries will total 2,500 vehicles, below the Street at 5,200. We’re looking for Model S and X…
2-Minute Read
Autonomous Vehicles
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Tesla
Andrew Murphy
2017 Loup Ventures Holiday Gift Guide
Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…
1-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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iRobot
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Meta
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Robotics
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Tesla
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Virtual Reality
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