Meta’s AI Investments Will Pay off in the Long Run
May 02, 2024
Google’s Results Show AI Can Complement Search
May 02, 2024
Investing in TSLA Comes Down to Faith
April 26, 2024
Apple Readies for Its Jump Into Generative AI
March 26, 2024
DOJ Takes Aim at Apple, Largely Focused on Services
March 21, 2024
GenAI and the Future of Content
February 29, 2024
Deepwater Frontier Tech Survey 2024
February 14, 2024
48 Hours With Vision Pro: Our Thesis on Spatial Computing
February 07, 2024
China Clouds Shroud Apple’s Progress
February 02, 2024
Developers Will Ensure Vision Pro Goes Beyond Gaming
February 02, 2024
Tesla’s Dark Chapter Will Test Investor Patience
January 25, 2024
Tesla Preview: Margins Stabilize in 2024, Competitive Lead Expands
January 19, 2024
Meta’s AI Masterplan Is About the Next Billion Users
January 11, 2024
2024: The Year of AI-Powered Stock Picking
January 05, 2024
December 27, 2023
Infinite Intelligence > Superintelligence
December 22, 2023
Gemini’s a Powerful Reminder Google is in the AI Race
December 11, 2023
The Long and Short of Investing with AI
December 06, 2023
2023 Deepwater Holiday Gift Guide
December 05, 2023
Cybertruck Is a Niche Product Today that Reinforces Tesla’s Lead
December 01, 2023
Amazon Cyber Monday Discounts Are Less Attractive at Second Glance
November 29, 2023
In Big Auto’s Slow Move to EVs, Tesla Gains an Advantage
November 09, 2023
Apple’s Profitable Flywheel is Rock Solid
November 03, 2023
October 26, 2023
Tesla’s Dark Chapter Will Likely Last a Year, Then Things Brighten
October 19, 2023
October 17, 2023
Vision Pro Will Be a Hit—Once the Apps Show Up
October 05, 2023
Meta App Subscriptions Would Move the Revenue Needle
October 03, 2023
Rumors of Jony Ive Working With Sam Altman on AI Device Deserve Attention
September 29, 2023
India Is Starting to Help Apple Diversify Its Production
September 25, 2023
iPhone 15 Upgrade Experience Underscores Apple Is a Consumer Staples Company
September 22, 2023
Battle of the AI Stock Pickers: ChatGPT vs Bard vs Claude
September 21, 2023
Tesla’s the Winner in Big Auto Labor Talks
September 14, 2023
iPhone 15 Is Enough to Return Apple to Growth
September 12, 2023
Assessing the IPO Window with the Deepwater IPO Index
September 12, 2023
iPhone China Ban Is Largely Immaterial
September 08, 2023
We Know the IPO Window Is Open. The Real Question Is How Wide?
September 06, 2023
3 Takeaways from Instacart’s S-1
August 31, 2023
August 30, 2023
NVIDIA’s Growth Is Sustainable Through 2025
August 25, 2023
Show ChatGPT the $$$: Monetizing AI Chat
August 21, 2023
August 16, 2023
August 08, 2023
Apple Setting up for Faster Growth in December
August 04, 2023
Meta Is Positioned to Accelerate Growth
July 28, 2023
What Would You Pay for Personalized AI?
July 20, 2023
A Trillion Dollar Market: Personal AI
July 10, 2023
Understanding AI: LLM Basics for Investors
June 23, 2023
Vision Pro Demo Review: Open-Ended Potential
June 09, 2023
Five (+1) AI Ideas from Five AI Leaders
June 08, 2023
Apple Vision Pro’s Spatial Computing Is a Big Deal
June 06, 2023
Meta and Apple Can Will AR Into Reality
June 01, 2023
Google Search Is Getting an AI Overhaul
May 11, 2023
For Apple, It’s All About the Active Device Base
May 05, 2023
April 28, 2023
Meta’s AI Roadmap Is Anchored in DAU Growth
April 27, 2023
A Tesla Razor-Razorblade Model Is Unlikely
April 20, 2023
Tim Cook Is a Master of Threading the Needle
March 29, 2023
TikTok’s Challenges Are Bigger Than TikTok
March 24, 2023
Big Tech’s AI Economic Benefit Curve
March 17, 2023
Zuckerberg is on a Mission to Save the Metaverse
March 16, 2023
Apple Shareholder Meeting: Two Observations and One Question
March 09, 2023
Redwood Materials Adds DOE Loan to Accelerate Growth
February 09, 2023
Apple’s Results Foretell Sunnier Environment Will Return
February 03, 2023
Tesla is Well Positioned to Navigate an Economic Storm
January 26, 2023
Google Will Respond to ChatGPT
January 20, 2023
For Apple’s Revenue, Speed Is the Gift That Keeps Giving
January 18, 2023
Tesla Hammers its Margins and Competition
January 14, 2023
Apple Read From TSMC: Expect Softness Followed by Strength
January 13, 2023
January 07, 2023
December 29, 2022
December 28, 2022
Redwood’s Expansion Signals Customer Engagement
December 19, 2022
Redwood’s Expansion Announcement Signals Customer Engagement
December 19, 2022
iPhone Demand Decoder = December + March Quarters
December 10, 2022
A Potential Tweak Is in Store for the Inflation Reduction Act
December 08, 2022
The Apple Car’s Long and Winding Road
December 08, 2022
Tesla Puts Semi Makers on Notice
December 02, 2022
Cook’s Crisis Management Superpower
December 01, 2022
Battery 101: The Beneficiaries of Electrification
November 30, 2022
Battery 101: Battery Summit Takeaways
November 23, 2022
November 23, 2022
Battery 101: What’s Next in Batteries?
November 18, 2022
Battery 101: Battery Recycling Will Preserve the Future of EVs
November 11, 2022
Identity: The Mega Theme of the 2020s
November 02, 2022
Apple Is Slowly Diversifying Its Suppliers Outside of China
November 01, 2022
Apple’s Q4: Performance and Potential All-in-One
October 28, 2022
Apple Flexes Its Subscription Pricing Muscle
October 24, 2022
Battery 101: The Chess Match Behind EV Metals
October 21, 2022
Tesla Earnings Hit a Bump in the Road
October 20, 2022
Meta Anchors the Metaverse in the Future of Work
October 12, 2022
October 10, 2022
Tesla & SpaceX Will Still Own Elon’s Focus
October 07, 2022
September 30, 2022
September 23, 2022
Early iPhone 14 Demand Signs are Encouraging
September 20, 2022
EV Sweet Spot is Shifting From OEMs to Batteries
September 16, 2022
Loup TV: Apple’s “Far Out” iPhone 14 Event
September 09, 2022
Apple: A Masterclass in Refinement and Innovation
September 07, 2022
September 02, 2022
Tech Companies Know How to Make Money in Hollywood
August 19, 2022
The Pyramid of the Flexible Mind
August 15, 2022
Apple Will Slowly Reduce Its Reliance on China
August 12, 2022
The Future of Healthcare According to Big Tech
August 05, 2022
Tech is Bracing for China’s Next Move
August 02, 2022
iPhone is Stronger Than an Acre of Garlic
July 29, 2022
Meta’s Next Five Years Comes Down to Reels
July 28, 2022
Google’s “Uncertainty” Is Encouraging
July 27, 2022
Dead Unicorns: The Good, the Bad, and the Ugly
July 25, 2022
Understanding In-Game Monetization and the Metaverse
July 20, 2022
July 14, 2022
Voting in the Responsible Manner
July 14, 2022
DoorDash, Uber Eats, and Grubhub Prices Stabilizing
July 13, 2022
July 08, 2022
CarPlay Will Take Computer On Wheels To Next Level
July 08, 2022
Tesla’s Growth Story Is Misunderstood
July 08, 2022
Musk Says “Tough Quarter” While Tesla Hikes Prices
June 22, 2022
Toyota Deal Is Only the Beginning for Redwood Materials
June 21, 2022
TikTok is King, Instagram is Next in Line
June 10, 2022
Food Delivery Costs High and Going Higher
June 01, 2022
Is Amazon’s Retail Business Trading for Free?
May 29, 2022
Traditional Car Companies Still Don’t Get It
May 24, 2022
Loup TV 172: Waiting for Apple’s AR Wearables
May 20, 2022
The AR Race Between Apple and Google
May 13, 2022
May 11, 2022
Loup TV: Apple Quarter Deep-Dive
April 29, 2022
Apple’s Supply Chain Chatter Hides the Big Picture
April 29, 2022
Tesla Is Putting Way More Than Traditional Auto In Trouble
April 22, 2022
Loup TV Weekly: Musk’s Big Week with Twitter and Cyber Rodeo
April 08, 2022
Loup TV 171: Leveraging Your HSA Account Is Getting Easier
April 08, 2022
Food Delivery Is Still Expensive
April 05, 2022
Loup TV Weekly: App Take Rates and Private Valuations Drop
March 25, 2022
Apple’s Been Preparing for the New World Order
March 25, 2022
Loup TV 168: Instagram to Bring NFTs to the Masses
March 16, 2022
Loup TV 167: Tesla Price Increase Today, Decrease Tomorrow?
March 15, 2022
Loup TV 164: Amazon Stock Split; Peloton Cuts Price, Again
March 10, 2022
Loup TV 162: Apple’s Peek Performance Event
March 08, 2022
Loup TV 158: Tech’s Role in the Ukraine; Whole Foods Goes Cashierless
February 28, 2022
Loup TV 153: Trouble Sleeping? Eyesafe Has A Solution
February 22, 2022
Loup TV 152: We Break Down Peloton’s New Gaming Mode, Lanebreak
February 18, 2022
Loup TV 149: Antora Energy is Electrifying Heavy Industry
February 16, 2022
Loup TV 146: Super Bowl Ads Give Glimpse Into Future
February 14, 2022
The Most Powerful Question in Investing
February 09, 2022
Loup TV 143: Changes at Meta; Peloton Suitors; The GTA Machine
February 08, 2022
February 06, 2022
Loup TV 141: Escaping the Woodshed
February 04, 2022
Loup TV 140: If You Blink, You’re Going to the Woodshed
February 03, 2022
Loup TV 139: Google Reports 32% Growth; Tesla FSD Recall; Walmart-Angi
February 01, 2022
January 30, 2022
Investors Look Past Tesla’s Impressive Results
January 28, 2022
TSLA Is Overvalued – Taking On the Religion of Tesla
January 28, 2022
We Shouldn’t Be Surprised by Apple’s Results
January 28, 2022
Loup TV 136: A Memorable Quarter for Apple
January 28, 2022
Loup TV 135: A Level-Headed Tesla Discussion
January 27, 2022
Loup TV 132: Tesla and Apple Previews
January 23, 2022
Loup TV 130: Netflix Casts Shadow Over Tech Earnings
January 21, 2022
Loup TV 128: Microsoft Takes Content to New Level
January 18, 2022
Loup TV 126: Apple’s Headset Delay Is Only a Bump in the Road
January 14, 2022
January 12, 2022
Loup TV 123: Apple’s Take Rate Pressure; EV Momentum Continues
January 12, 2022
Loup TV 117: Apple Embarks on Its Next Trillion
January 04, 2022
How We Invest in Disruption: The Loup Frontier Tech Index
January 03, 2022
Loup TV 116: Tesla’s Impressive December Delivery Numbers
January 03, 2022
Loup TV 115: 2022 Tech Predictions Deep Dive
December 31, 2021
December 31, 2021
Loup TV 114: Tesla Update (V11)
December 29, 2021
Loup TV 113: Dorsey’s Entertaining Web 3.0 Comments
December 23, 2021
Web 3.0 Is Foundational to the Metaverse
December 23, 2021
Apple’s Holiday Quarter Supply Chain Impact Is Becoming More Clear
December 21, 2021
Loup TV 111: Tracking Opendoor’s Progress
December 21, 2021
Loup TV 110: How Long Is This Tech Stock Chaos Going to Last?
December 20, 2021
Apple’s $3T Milestone Is a Nod That Its Best Days Are to Come
December 13, 2021
An Open Letter to Twitter’s New CEO
December 09, 2021
Loup Frontier Tech Benchmark: November 2021
December 08, 2021
Apple’s Cyber Monday Lead Times Show Supply Remains Tight
November 29, 2021
November 25, 2021
Apple Demand High, Supply Tight Entering Holiday Buying Window
November 24, 2021
Gene and Andrew Test Drive Tesla FSD Beta 10.3.1
November 19, 2021
Apple Car Would Be In Apple’s Wheelhouse
November 19, 2021
Opendoor Cautiously Steps Through an Open Door
November 12, 2021
Rivian Melds Scarcity Value with Theme Investing
November 12, 2021
Zillow Wouldn’t Kill The Golden Goose
November 04, 2021
Loup Frontier Tech Benchmark: October 2021
November 01, 2021
November 01, 2021
Apple: Stripping Out The Noise Reveals Sustainable Growth Trend
October 29, 2021
Loup TV 108: Facebook’s Name Change Is a Big Deal
October 28, 2021
Apple & Amazon Read From Google, Microsoft & Twitter Results
October 27, 2021
Apple Preview: Outsized Demand Wrestles With Undersized Supply
October 26, 2021
October 21, 2021
Apple’s Beating Intel At its Own Game
October 18, 2021
Gender and Race Don’t Matter in the Metaverse
October 14, 2021
AirPods Stealth Potential in Health
October 14, 2021
Thinking Apple Watch for this Holiday? Better Order Soon
October 14, 2021
Loup TV 107: Masterworks Goes Unicorn
October 07, 2021
Food Delivery Still Expensive Despite Promos
October 06, 2021
Tesla’s September Delivery Numbers Keep Getting Better
October 05, 2021
Loup Frontier Tech Benchmark: September 2021
October 04, 2021
Facebook’s Dedication to Building the Metaverse is Undeniable
September 24, 2021
September 24, 2021
Model S Plaid: Tesla Disappoints And Still Wins Over Customers
September 23, 2021
Enjoy is Building the Smart Last Mile
September 15, 2021
Apple’s Virtuous Cycle of Mutual Benefit
September 14, 2021
App Store Policy Changes Will Continue
September 13, 2021
5G Performance Improving, Plenty of Room to Go
September 13, 2021
Loup TV 106: Apple vs. Epic Decision Roadmap
September 10, 2021
Apple’s New Hardware Rides the Digital Transformation Wave
September 09, 2021
Why Apple Will Succeed as a Carmaker: Hardware + Software + Services
September 03, 2021
Apple App Store Policy Roadmap
September 02, 2021
Loup Frontier Tech Benchmark: August 2021
September 01, 2021
Loup TV 105: Apple’s Regulatory Game of Cat-and-Mouse
August 27, 2021
Apple Stays Ahead of Regulatory Wave
August 27, 2021
Enjoy Growth Accelerates & Apple Partnership Expands
August 24, 2021
Loup TV 104: Tesla Bot Steals AI Day
August 20, 2021
August 20, 2021
Tesla’s Advertising Advantage is Durable
August 17, 2021
Tesla Autopilot Safety Probe Highlights a Painful Truth
August 17, 2021
Loup TV 103: Real Estate Tech Investors Say ‘Show Me’
August 13, 2021
Apple and Google’s Regulation Risk Silver Lining
August 13, 2021
Big Tech Growth Answers Buried in 2019
August 06, 2021
Tesla ‘AI Day’ to Give Glimpse into Autonomy, Other Applications
August 06, 2021
Loup TV 102: Apple Health Needs to Solve Data
August 05, 2021
Loup TV 101: Big Tech Earnings Show Durability
July 30, 2021
Capital Allocation for the Startup CEO
July 29, 2021
Apple’s Digital Leverage Continues
July 27, 2021
Tesla Margins Hint at Tech Profitability
July 27, 2021
July 24, 2021
FSD Will Have Powerful Impact on Tesla Profits
July 23, 2021
Loup TV 100: Bike Suspension Nirvana
July 16, 2021
Autonomy Progress is Proving to be Slow
July 16, 2021
Mid-Year Update on Our 2021 Predictions
July 16, 2021
New Car Inventory is Going to Remain Tight
July 09, 2021
Enjoy’s Great Reshuffling Opportunity
July 09, 2021
Loup TV 099: Vertical Ecommerce Goes Angling
July 09, 2021
Tesla Delivery Growth Acceleration Continues
July 02, 2021
Loup TV 098: Real Estate Pro vs. iBuying
July 01, 2021
Loup TV 097: Rob Maurer Previews Tesla Deliveries
July 01, 2021
Enjoy Analyst Day Frames Commerce-at-Home Opportunity
June 25, 2021
iBuyers Can Manage Macro Risks
June 23, 2021
Loup TV 096: “Bitcoin 2021” Further Mainstreams Crypto
June 18, 2021
Zestimate Takes Logical Step Into AI
June 15, 2021
Loup TV 094: Democratizing the World’s Research
June 11, 2021
Real Estate Disruption Landscape
June 11, 2021
WWDC, the Calm Before the Innovation Storm
June 07, 2021
Loup TV 092: Netflix’s and Disney’s Streaming Gameplans
June 04, 2021
Loup TV 091: Apple’s Mixed Reality Goggles Timeline
June 03, 2021
Commerce-at-Home Central to Apple’s AR Ambitions
June 02, 2021
June 02, 2021
Loup TV 090: Rob Maurer on a $10k Tesla Tax Credit
May 28, 2021