by Gene Munster, Doug Clinton, Andrew Murphy
Loup Funds is a research-driven venture capital firm based in Minneapolis and New York investing in frontier technology. The Loup TV Podcast reviews tech trends, provides investment philosophy and identifies companies that will change the world. Expect daily episodes as well as interviews with business leaders and industry experts.
Language
🇺🇲
Publishing Since
2/26/2022
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May 12, 2022
<p>Most software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8. Sherlock shipped only a few months after Karelia Software made a similar third-party application for the Mac called Watson. Watson was sherlocked.</p><p>This is a look at the rise and fall of AOL due to a transition to broadband, the emergence of SMS text messaging and a merger gone wrong. With its creation of AOL Instant Messenger (AIM), the company broke through the barriers of communication by reducing the cost, increasing the speed, and expanding the scope of this new, instant communication method to over 35 million users at its peak.</p>
April 20, 2022
<p><strong>TAKEAWAYS:</strong></p><p>• Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps, including gaming, will likely allow steering which begs the question: How will steering impact app developers' conversion and profitability? </p><p>• Both Tesla and GameStop announced stock splits for this week resulting in outsized spikes in their respective share prices. The reason for the notable stock moves is that both companies have a passionate investor base. </p><p>• Tesla's Giga Texas ribbon cutting is scheduled for April 7. The "Cyber Rodeo" event will be more fanfare than deliveries but the intense interest around joining the event speaks to a powerful advantage that Tesla has over its competitors — it's become a religion.</p>
April 20, 2022
<p><strong>TAKEAWAYS:</strong></p><p>• Spotify and Google announced User Choice Billing, a new agreement to allow users to pay subscriptions through Spotify or Google Play. The first iteration should be available later this year as an initiative to build on alternative billing policies that were first applied in South Korea.</p><p>• The global supply chain will likely change rapidly over the next decade, shifting away from China. Apple saw it coming in 2018 and will be aggressively investing a projected $430B in US tech infrastructure over the next five years, along with investing to a lesser extent in Malaysia, Thailand and Vietnam.</p><p>• Instacart has cut its valuation by 40%. The company is now valued at $24B, compared to DoorDash at $36B. This not only reflects the present market but indicates a new valuation paradigm.</p><p>• Bitcoin initiatives are growing. Exxon and Crusoe Energy plan to convert gas through digital flare mitigation systems for BTC mining. As sanctions intensify in Russia, the country seeks diversification of currency including BTC as a potential payment for oil and gas exports.</p>
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Loup Funds is a research-driven venture capital firm based in Minneapolis and New York investing in frontier technology.
The Loup TV Podcast reviews tech trends, provides investment philosophy and identifies companies that will change the world. Expect daily episodes as well as interviews with business leaders and industry experts.
This podcast updates daily.
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
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