Themes

Consumer adoption of artificial intelligence and robotics is already quite broad, and yet, fear of robots is also pervasive. We fear that they’ll replace our jobs or somehow overthrow us; and to be blunt, those fears are valid. That said,…

Tesla’s production challenges outlined on yesterday’s earnings call beg the question – is Tesla falling behind in the race to be a key player in the future of transportation?

Special thanks to Austin Bohlig for his work on this note.  Tonight’s Tesla results once again add further evidence that the shift to EV, autonomy, and renewable energy will take longer than we expect. That said, we believe investors will be…

Special thanks to Austin Bohlig for his work on this note.  Following upbeat Sep-17  quarter results from Apple’s leading vertical-cavity surface-emitting laser (VCESL) supplier this morning, Lumentum (LITE), we believe initial demand for iPhone X is on track to drive 2-3%…

A thought on the quarter. Google reported Sept-17 results tonight highlighted by 24% fxn revenue growth, comparable to 2016 growth and above 2015 which was 20%. It’s worth taking a step back to recall investors concern from 2 years ago that…

Special thanks to Austin Bohlig for his work on this note.  iRobot (IRBT) continued to show their leadership in the home robotic space, reporting Sep-17 results essentially inline with analyst expectations and more importantly raised Dec-17 revenue guidance by 5%. Despite…

Following positive Sept-17 results from an Apple supplier, AMS AG, we continue to believe the mix of iPhone X remains favorable and will drive overall iPhone ASPs 15% higher (Street up 8%) in FY18.

Ridesharing, more specifically, the fate of Uber and Lyft, is at the top of the potentially disrupted list as autonomy approaches. Both of these companies will need to make the leap to autonomy whether it be organically, through acquisition, or…

Special thanks to Austin Bohlig for his work on this note.  Today we’re rolling out our iRobot 5-year model, joining Loup Ventures’ Apple and Tesla model coverage. We feel it’s important to write on iRobot even though it’s a small company,…

Written by guest author Carlos Castelan, Chief Strategy Officer at Conlego.  In The Future of Retail, Loup Ventures laid out a vision for the future of retail amidst the continuing consumer shift from offline retail shopping to online.  To combat…

As you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…

Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. We recently had Jim Williams, who has deep expertise on the subject, guest author a piece about…