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Loup Ventures Podcast

We publish research on frontier technology, the themes driving it, and the companies making it a reality. This podcast includes audio versions of select research notes.

Ranked #1

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Manifesto 2.0

Manifesto 2.0

We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As par... Read more

28 Sep 2018

19mins

Ranked #2

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The 5 Focuses: Analyzing The Top Priorities Of The Top Tech Companies

The 5 Focuses: Analyzing The Top Priorities Of The Top Tech Companies

As a new fund, we think it is important to share how we view the world beyond our long-term purpose to pursue The Future... Read more

22 Jan 2017

27mins

Ranked #3

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Apple Readies to Fight for Your Monthly Video Wallet Share

Apple Readies to Fight for Your Monthly Video Wallet Share

Conclusion. Get ready for another $10 a month drag on your credit card. It’s a rebranded, all in one Apple video and mus... Read more

21 Nov 2017

10mins

Ranked #4

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Esports Franchise Economics

Esports Franchise Economics

We’re bullish on esports and committed to learning more about the space. The following note is an introductory piece tha... Read more

9 Mar 2018

18mins

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Ranked #5

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Amazon’s Next Massive Market: Healthcare

Amazon’s Next Massive Market: Healthcare

CNBC reported on Friday that Amazon is building a health and wellness team inside its Alexa division to work on making ... Read more

14 May 2018

5mins

Ranked #6

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Feedback Loup: Cozmo by Anki

Feedback Loup: Cozmo by Anki

From time to time, we’ll review new products that are relevant to our focus themes: virtual reality, augmented reality, ... Read more

20 Jan 2017

4mins

Ranked #7

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Investing in Enjoy

Investing in Enjoy

We’re investing in Enjoy as a counter-automation play on the future of retail. Read our thesis on retail’s future here. ... Read more

10 Jan 2018

2mins

Ranked #8

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VR Sickness Should Be Mostly Solved In 5 Years

VR Sickness Should Be Mostly Solved In 5 Years

The sickness adoption hurdle. The timing of most tech adoption curves can be anticipated by a combination of cost and ut... Read more

20 Jul 2017

8mins

Ranked #9

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The AI Portfolio: Non-Tech Companies Making AI Investments

The AI Portfolio: Non-Tech Companies Making AI Investments

Special thanks to David Kroger, Steve Van Sloun, and Austin Bohlig for their work on the Non-Tech AI Portfolio. In ten ... Read more

20 Jul 2017

12mins

Ranked #10

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The Underappreciated Beauty of Simplicity in Tech

The Underappreciated Beauty of Simplicity in Tech

Simplicity is underappreciated. In many things. But most obviously right now in our world of consumer technology. Simpli... Read more

4 Jan 2018

2mins

Ranked #11

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3 Reasons Amazon Will Buy Target This Year

3 Reasons Amazon Will Buy Target This Year

Amazon is the world’s largest online retailer, about five times bigger in that space than Walmart and its Jet.com subsid... Read more

10 Jan 2018

3mins

Ranked #12

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Do You Have What It Takes to Be a Great Founder?

Do You Have What It Takes to Be a Great Founder?

Every VC says they only invest in great founders, but the majority of venture-backed businesses still end in relative fa... Read more

21 Sep 2017

9mins

Ranked #13

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Simplicity Series: Augmented Reality

Simplicity Series: Augmented Reality

Last week we wrote about simplicity as a driving force behind the world’s biggest technology offerings. We’re extending ... Read more

23 Jan 2018

3mins

Ranked #14

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Feedback Loup: Snapchat

Feedback Loup: Snapchat

We think customer feedback is a critical (but too often overlooked) component of understanding where technology stands t... Read more

2 Mar 2017

7mins

Ranked #15

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Snap’s IPO And The Road Ahead

Snap’s IPO And The Road Ahead

Snap priced its IPO at $17 per share, implying a $23.6 billion market cap.  To put the valuation in perspective, we thin... Read more

2 Mar 2017

3mins

Ranked #16

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Tesla’s Bedrock In AI & Robotics Will Transform The Industry & Our Lives

Tesla’s Bedrock In AI & Robotics Will Transform The Industry & Our Lives

I always wanted to cover Tesla, but as an internet analyst, the stock fell outside of my coverage space. Despite this, I... Read more

21 Feb 2017

11mins

Ranked #17

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The Current State Of VR ARPU

The Current State Of VR ARPU

While it’s still early, we think that VR gamers are already spending a significant amount on software. Based on an analy... Read more

16 Feb 2017

3mins

Ranked #18

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Apple’s Thundering Baby Steps Into AR

Apple’s Thundering Baby Steps Into AR

Loup Ventures and Tim Cook share at least one thing in common. We both agree that AR will transform how humans interact ... Read more

13 Feb 2017

6mins

Ranked #19

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Education Could Drive Mass VR Adoption

Education Could Drive Mass VR Adoption

Education is shaping up to be one of the biggest under-the-radar opportunities in VR. We talked about consumer education... Read more

8 Feb 2017

3mins

Ranked #20

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Robot Fear Index: 31.5

Robot Fear Index: 31.5

Like many in the tech space, we believe robotics is changing the nature of work; however, public perception of robots is... Read more

26 Jan 2017

4mins

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