Themes

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…

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…

Virtual Reality, which remains a high-end tech gadget that has yet to gain mainstream traction, is often misunderstood in terms of the span of its use cases. As we mentioned in The Future of Retail, VR will allow consumers to…

Last week we wrote about simplicity as a driving force behind the world’s biggest technology offerings. We’re extending our thoughts on simplicity into a series that explores the necessity of simplicity in frontier technology. First, we’ll dive into AR.

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…

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…

Written by guest author Jesse Damiani, Founder and CEO at Galatea Design Story telling yesterday and in the future. For the past several millennia, our stories have lived in two dimensions. We translated our creative impulses into 2D formats—whether it…

Head-to-head. We compared two of the most popular tethered virtual reality headsets, the PlayStation VR and the HTC Vive, to get a sense of where VR experiences are today, what needs to improve, and where they might go tomorrow. While…

We’re investing in Enjoy as a counter-automation play on the future of retail. Enjoy enables empathic retail through a personalized product delivery and setup experience.

Amazon is the world’s largest online retailer, about five times bigger in that space than Walmart and its Jet.com subsidiary. Yet despite Amazon’s deep online roots and dominance over Internet shopping, I believe it will buy Target in 2018.

Semester exam results are in. In our latest 800 question test of AI assistant Siri, she was able to understand 99% of queries and correctly answer 75% of them, earning a C grade. In April of 2017, Siri earned a D+ on…

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…