Themes

App Store revenue grew about 30% in 2017. Apple announced App Store revenue reached $300 million on New Year’s Day 2018, a single day record. They also reported for the period of Christmas Eve to New Year’s Eve, App Store…

Jeff Hawkins Mr. Hawkins is an engineer, serial entrepreneur, scientist, inventor and author. His life-long interest in neuroscience and theories of the neocortex has driven his passion for building a technology based on neocortical theory. Previously, he founded two mobile…

Dr. Michael Merzenich. Dr. Merzenich has spent his career studying the topic of brain plasticity. Currently, he serves as the Chief Scientific Officer at Posit Science. Dr. Merzenich is also a professor emeritus neuroscientist at UCSF. While at UCSF, Dr.…

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…

Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…

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…

Smart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…

After a six-year wait, Magic Leap has finally released their highly anticipated headset. With almost $2 billion in funding, one of the country’s most secretive startups has been developing a mixed reality headset that is considered to be a cut above the…

Special thanks to Austin Bohlig for his work on this note.  This morning Apple announced they will be investing $390M in Finisar (FNSR), which is the company’s second largest vertical-cavity-surface-emitting-laser (VCSEL) supplier. VCSEL arrays are the key technology that powers 3D sensing applications…

Written by guest authors Lindsay Boyajian, Product Marketing, and  Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…

Cryptocurrencies are a polarizing topic: We believe they have a future in how consumers store wealth and transact, but the fundamentals suggest that we are in a near term bubble.

Healthcare is in the midst of a dramatic transformation. This may seem obvious, but the culmination of this week’s news – CVS buying Aetna to create a new healthcare platform and Apple partnering with Stanford to carry out a medical…