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Gene Munster
Key iPhone X Supplier Receives Qualification and Meaningfully Expands Capacity
Finisar (FNSR) reported earnings for the Oct-17 quarter and the company announced they began shipping production quantities of VCSEL arrays. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
Alexa First to Business but Google AI Close Behind
Bottom Line. Alexa has 70-80% smart speaker market share and is pedal to the metal in expanding the market beyond the consumer today, being the first company to target the business opportunity. While we expect Alexa will continue to be the…
3-Minute Read
Amazon
,
Artificial Intelligence
,
Google
Gene Munster
MVP for Dummies: Robotic Enhanced Training Here to Stay
Visit to the toy department. We visited the robotics toy department in the form of a high school football field to test the Mobile Virtual Player (MVP) Drive, an $8,000 robotic tackling dummy that has been adopted this year by…
4-Minute Read
Feedback Loup
,
Robotics
Loup Ventures
Why the Money’s on 3D and AR for Mobile
Written by guest author Matan Libis, VP of Product at WakingApp. Remember when VR headsets were going to be as ubiquitous as iPhones? The launch of Facebook’s Oculus Rift and HTC’s Vive in the spring of 2016 was met with…
4-Minute Read
Augmented Reality
,
Virtual Reality
Gene Munster
Cyber Monday: Premium Brands Scale Back
Absent from Cyber Monday and Black Friday promotions were premium direct-to-consumer brands. We checked the websites of 27 premium brands (and brands styling themselves as premium) on Black Friday and Cyber Monday and found only 7 of them offered promotions…
2-Minute Read
Retail
Why You Should Buy a Roomba Vacuum in the Next 5 Days
With consumers appetite for robotic technology continuing to grow, we anticipate domestic robots, which include robotic vacuums, mops and lawnmowers, to be one of the hottest gifts this coming holiday season. While there are many kinds of domestic robot brands,…
3-Minute Read
iRobot
,
Robotics
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
,
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
,
Virtual Reality
Gene Munster
Nvidia Foundational Player In Future of Tech; Introducing 5-Yr Model
Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…
7-Minute Read
Artificial Intelligence
,
Augmented Reality
,
Autonomous Vehicles
,
Nvidia
,
Virtual Reality
Gene Munster
HomePod Delay Suggests Siri Integration is Harder than Expected
Apple announced today that it will not release the HomePod in December as planned – delaying the launch until “early 2018” instead. We believe that Siri integration – and, more broadly, digital assistant hardware – is more challenging than our…
3-Minute Read
Artificial Intelligence
Andrew Murphy
Waymo Unleashes Autonomous Cars – Now Must Earn Public’s Trust
On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…
6-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
,
Robotics
Gene Munster
Nvidia Weighs In on Timing for Seismic Tech Shifts
Nvidia Corporation beat earnings today, posting revenues of $2.64B ($2.36B est.), up 32% y/y. Nvidia also posted $1.33 EPS ($0.94 est.) an increase of 60% y/y. In addition, Nvidia is raising its quarterly cash dividend 7 percent to $0.15 per…
2-Minute Read
Artificial Intelligence
,
Nvidia
,
Virtual Reality
Doug Clinton
Eight Fun Facts About Computer Vision
Despite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…
5-Minute Read
Artificial Intelligence
,
Augmented Reality
,
Future
,
Virtual Reality
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