Gene MunsterThe Future of Healthcare According to Big TechUS Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…12-Minute Read Amazon, Apple , Google , Microsoft
Gene MunsterApple’s Dream Car: Hardware + SoftwareFriday’s news of Apple’s permit to test self-driving cars in California should not have come as much of a surprise given the poorly kept secret of Project Titan. But the permit begs the question of whether Apple is building a…3-Minute Read Apple, Artificial Intelligence , Robotics
Doug ClintonSecurity Tokens: An Emerging Opportunity in CryptoThis is the first in a multi-part series analyzing the potential of security tokens in the world of crypto assets. 2017 was the year of crypto. Bitcoin became a household phenomenon and increased ~13x in value, Ethereum spurred interest in…8-Minute Read Blockchain, Cryptocurrency
Nvidia; Buy More GPUs, Save More MoneyNVDA shares dropped 8% today on the announcement they temporary stopped autonomous testing and market sell off. While the company did not comment on timing, we expect testing to resume in the next 3 months. CEO Jensen Huang held a…4-Minute Read Artificial Intelligence, Autonomous Vehicles , Nvidia , Virtual Reality
Doug ClintonThe Jordan Analogy: Explaining Why NFTs Are Like Stocks Through SneakersThis piece was originally posted on Doug’s blog, Uncomfortable Profit. Imagine a world where you bought a new $200 pair of Genesis Jordan 1s. Nike validates your ownership of those Jordans on the blockchain. When the next pair of Jordans…6-Minute Read Blockchain, Cryptocurrency
Gene MunsterApple as a Service Part 4: New Product CategoriesOptionality around new product and service categories is the 4th and final pillar to our Apple as a Service thesis. We expect a stable iPhone business (part 1), a growing Services segment (part 2), and capital returns (part 3) to…7-Minute Read Apple, Autonomous Vehicles , Retail
Gene Munster, Will ThompsonChanges at the Top Position Apple for the FutureYesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as positive because they position Apple for a new type of growth around Services and frontier technology. Since…3-Minute Read Apple
Gene Munster, Andrew MurphyLoup TV 122: Apple App Store Powers Higher; New Apple Car Patents; Take-Two Acquires ZyngaTakeaways: A reported $260B in developer earnings since the advent of the App Store in 2008, with Apple taking a 15-30% cut. Today in EVs: Apple wins Project Titan patents, including a multi-linkage vehicle door hinge; Tesla’s Model 3 sold…1-Minute Read Apple, Autonomous Vehicles , Deepwater TV , Gaming , Tesla
Gene MunsterApple Results & Guidance a Non-Event; Clear Sailing to iPhone XExpect Slight Upside In Mar-17 From Easy Comps and Typical Conservative Guidance for Jun-17. Apple reports Mar-17 quarterly results tomorrow, May 2nd. Despite shares at an all time high, investor optimism for an iPhone X super cycle this fall remains…3-Minute Read Apple, Augmented Reality , News
Loup VenturesTesla is the Next AppleThis note was originally published on Business Insider.8-Minute Read Apple, Artificial Intelligence , Audio , Loup Ventures Podcast , Robotics , Tesla
