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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
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Artificial Intelligence
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Google
,
Microsoft
Doug Clinton
004 – Gaurav Sharma
Garauv Sharma. Garauv won the 2016 BCI Award for real-time cortical control of functional wrist and finger movements in a human with quadriplegia. Gaurav currently works as a Senior Research Scientist at Battelle Memorial Institute in Ohio. Gaurav holds the lead…
2-Minute Read
Audio
,
Neurotech
,
Neurotech Podcast
,
Podcasts
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
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Venture Capital
Loup Ventures
Introducing the Loup Ventures Neurotech Podcast
We’re excited to announce that we’re launching a Neurotech podcast. As computing becomes more immersive, direct brain control is the optimal user interface. Throughout the history of computing – from desktop to laptop to smartphone to wearables – information is,…
1-Minute Read
Neurotech
Doug Clinton
003 – Dr. Mikhail Lebedev
Mikhail “Misha” Lebedev, Ph. D. Born and raised in Moscow, Misha came to the United States after the Iron Curtain was lifted to continue studying Neurobiology. He has conducted research in Russia, Italy, Tennessee (where he earned his Ph.D.), Maryland,…
2-Minute Read
Neurotech
,
Neurotech Podcast
,
Podcasts
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
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
,
Nvidia
Doug Clinton
The Empathy Economy
We believe that automation will make customer service — delivering empathy — the most in-demand job in tech. Humans will need to take advantage of the three core capabilities that robots can't compete with: creativity, community, and empathy, and The…
5-Minute Read
Audio
,
Loup Ventures Podcast
,
Philosophy
,
Retail
iRobot’s Earnings Disappointment Doesn’t Change Long-Term Story
Heading into the Q4 print we were confident iRobot would report better-than-expected revenues and guide 2018 sales above street expectations (see note here), which they did, but we incorrectly judged the magnitude lower EPS could have on the stock. Shares…
2-Minute Read
iRobot
,
Robotics
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
Key iPhone X Suppliers Provide Robust 2H18 Outlook
Special thanks to Austin Bohlig for his work on this note. Two of Apple’s key iPhone X component suppliers, Lumentum (LITE) and AMS AG (AMS), reported strong Dec-17 quarter results and more importantly provided upbeat 2018 outlooks. Both company’s supply key…
3-Minute Read
Apple
,
Augmented Reality
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
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