Ranked #1
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
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19mins
Ranked #2
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
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27mins
Ranked #3
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
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10mins
Ranked #4
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
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18mins
Ranked #5
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
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5mins
Ranked #6
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
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4mins
Ranked #7
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
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2mins
Ranked #8
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
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8mins
Ranked #9
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
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12mins
Ranked #10
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
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2mins
Ranked #11
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
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3mins
Ranked #12
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
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9mins
Ranked #13
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
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3mins
Ranked #14
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
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7mins
Ranked #15
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
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3mins
Ranked #16
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
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11mins
Ranked #17
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
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3mins
Ranked #18
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
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6mins
Ranked #19
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
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3mins
Ranked #20
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
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4mins