skip to Main Content
Products
Insights
Philosophy
Analysis
Team
Search
Search
Submit
×
Close search
Themes
Gene Munster
Google’s Hardware Push: Ubiquitous AI
Yesterday, Google released eight devices that all screamed a single message – Google’s hardware ambitions are both serious and AI-centric. Google is doubling down on hardware, as a means to democratize the use of AI. The company has recently poured…
4-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Andrew Murphy
Feedback Loup: Early iPhone AR Apps
Since the launch of iOS 11, we’ve been testing popular AR apps available on the App Store. We’ve had fun, and found some useful new tools, but it doesn’t seem like we’ve unlocked the true utility of AR – yet.
3-Minute Read
Apple
,
Augmented Reality
,
Feedback Loup
Gene Munster
Amazon Flooding Smart Speaker Market
With the smart speaker market still comfortably in its youth, and voice as a computing interface just beginning to take hold, no one is sure what the best use cases for the technology are, or what the device that best…
3-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Gene Munster
Tesla Semi Truck Hauls Heavy Disruptive Potential
Tesla’s announcement of an electric semi-truck is a big deal – not only does it have the potential to disrupt one the nation’s largest industries, but it marks another leap forward in making Tesla’s grand vision a reality. That said,…
6-Minute Read
Robotics
,
Tesla
Gene Munster
iPhone Survey Shows 28% Interest in iPhone X; Positive for ASPs
Intent to upgrade survey shows promise for the iPhone X, and higher ASPs. In addition to surveying consumers in launch lines, we surveyed a broader base of 511 consumers this week regarding their intent to purchase the upcoming iPhones. We…
4-Minute Read
Apple
,
Augmented Reality
Gene Munster
Survey Suggests Higher Demand for iPhone 8 and X; but Brace for Short Lines
Survey suggests better than expected demand for iPhone X and iPhone 8, but lines will be shorter tomorrow. This week we surveyed 388 consumers in the U.S. across all demographics and found that of those planning to buy an iPhone…
2-Minute Read
Apple
,
Augmented Reality
Loup Ventures
UTM: What is it and why should you care?
Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. With nearly 30 years of experience in the Aviation sector over his career at the Department of…
6-Minute Read
Amazon
,
Google
,
Robotics
Gene Munster
Quick Take: iPhone X Hints at a Post-Smartphone World
Apple introduced iPhone X as the future of the smartphone; and for good reason. The iPhone X has advanced 3D-sensing, display, camera, and augmented reality technologies that have never been available in consumer devices. These technologies solidify the platform on…
3-Minute Read
Apple
,
Augmented Reality
Gene Munster
Take Cover: Collateral Damage from Next Transportation Wave
Special thanks to Austin Bohlig for his work on this note. Last week we introduced our 2040 Automotive forecasts, available here, detailing our projections for electric vehicles, autonomous vehicles and fleet services. We believe the global automotive industry is quickly approaching…
6-Minute Read
Google
,
Robotics
,
Tesla
Spoiler Alert: Apple Event Products Leaked
Late on Fri. night, the iOS 11 GM (golden master) software build was leaked to two Apple rumor sites, confirming several new Apple products: iPhone 8 and iPhone 8 Plus: Updated versions of Apple’s 4.7″ and 5.5″ iPhones with LCD…
3-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple Supplier Experiences Delay, but Believe iPhone Launch Unaffected
Special thanks to Austin Bohlig for his work on this note. We have updated comments regarding the upcoming iPhone launch following Finisar’s (FNSR) FQ1 earnings results, which we believe is one of Apple’s VCSEL array suppliers. Vertical-cavity surface-emitting lasers (VCSEL) are…
3-Minute Read
Apple
,
Augmented Reality
,
News
Gene Munster
Beware of the Legislative Slow Hand as Self Drive Act Inches Forward
Yesterday, the U.S. House of Representatives passed proposed legislation that would make it easier for companies to test self-driving cars on the roads. The new rules would add as many as 100,000 autonomous test vehicles to U.S. roads every year,…
2-Minute Read
Artificial Intelligence
,
Robotics
Load More
Back To Top
Search
Submit