Tesla’s September quarter finished with a familiar drumbeat, which is that based on the EV opportunity alone, Tesla is a true growth story. …


For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech, robotics, autonomous and electric vehicles, and virtual/augmented reality. We provide…


Enjoy’s recent investor update was evidence the company is progressing more quickly than we anticipated on its goal of becoming the Smart Last Mile solution for premium brands, including Apple and AT&T. Today, the last mile is confusing for consumers and brands. Enjoy makes it better with faster delivery, higher…


For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech, robotics, autonomous and electric vehicles, and virtual/augmented realityWe provide exposure…


Enjoy is a pure play on experiential commerce at home. The company partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home at no cost to the consumer. Enjoy expects to go public via a Marquee Raine SPAC (ticker: MRAC) by year end. …


Tesla’s Autopilot is subject to a formal safety probe from the National Highway Transportation Safety Administration due to 11 accidents that have occurred between Teslas with Autopilot engaged and emergency safety vehicles parked on the side of the road. The painful truth emerging from the NHTSA actions: cars are dangerous…


Gene and Doug discuss paths forward for Apple’s health initiatives and conclude the first step is to solve for data integrity and data privacy.

Disclaimer


While the timing of Tesla reaching full autonomy is still an unknown, with Elon Musk less vocal on the topic over the past six months, the company is moving forward with the initiative. Tesla made it official, launching the subscription option for FSD. Expanding the addressable market for FSD through…


We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2021 are tracking.

1. Apple will be the top-performing FAANG stock in 2021.

Mid-year update: AAPL is meaningfully behind Google and Facebook year-to-date:


Real estate tech has sold off substantially over the past four months, with Zillow and Opendoor down roughly 40% and 50%, respectively. For perspective, over the same time period, FAANG is up 10% and the Nasdaq is up 3%. …

Loup Ventures

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