31 Burst results for "Gene Munster"

"gene munster" Discussed on Mac OS Ken

Mac OS Ken

07:46 min | 2 months ago

"gene munster" Discussed on Mac OS Ken

"One than i should have been smart enough to know. wouldn't have a lot to it on. Its own gathering news for today's show there only four stories that might have made the cut and really there were no store. Well no there was one. There was one story that would've made the cut. But i'm saving it until monday and the reason i'm saving these stories is because i'm afraid that these will still be the only four stories. Come monday because you know it's the holidays. There was one interesting story for discussion. Loup ventures principal analyst. Gene munster wrote up his thoughts on the fangs. And why apple's going to beat them all in twenty twenty one. That was one of the topics that we talked about yesterday on mac. Os can live. So i would like to share with you that part of yesterday's mac. Os can live. And then we'll do. Some closing dot says we slam the lid on the dumpster fire. That was twenty twenty. let's talk about gene. Munster the ever optimistic gene munster. Is it fair to call him ever optimistic. Is it fair to call him optimistic. I think it probably is. He's a fairly optimistic guy. Where apple is concerned. He is out for the third year in a row and said that apple is going to outperform the rest of the fangs. Things of course being facebook amazon apple netflix and google. And what's funny. Is this time last year. I thought it was crazy that anybody talked about. Fangs anymore first of all ought to fan because google has now alphabet and you put netflix's on their seriously this time last year. I thought it was just for fun. I thought was just a holdover because who cares about netflix's there there's so many other streaming services and streaming. i mean. yeah sure at how people watch things but who cares how people watch things and then we couldn't go outside anymore and all of us know yeah. It actually matters how people watch things. It's amazing actually how much he says. Netflix was up this year. As far as performance. Netflix is up sixty percent. This year. Driven primarily by the stay at home trade. He says now. Understand when we talk about apple outperforming the rest of the fangs. what he's talking about specifically as their stock performance twenty nine nineteen apple outperform. The rest of the fangs With only a day left Expects that apple is going to have outperformed the fangs. And he thinks the same is going to happen for. Twenty twenty one. There are a few reasons. He thinks that first of all work from home is not going anywhere. Which is a. We're not going to work. We're working but we're not going anywhere for it and so the work from home thing is going to continue. He thinks driving the pad still hired driving. The mac still higher that we believe those two segments can grow at ten percent plus in twenty twenty and thousand twenty. I'm sorry twenty. Twenty one and twenty twenty two compared to the flat growth in the last few years. So says mr munster. He thinks that people are really going to get into this. Five g thing finally second half of this year he thinks is when five g. is really going to take off. Sure i mean it almost doesn't matter because people are going to keep buying iphones assuming that there's still money For people to buy phones this time next year. We'll be talking about iphone thirteen. Or whatever they call the next iphone and iphone twelve will become the cheapest will not the cheap. Because they'll probably still be an sap or many or something like that out there but the iphone twelve will be last year out the numbers that we heard yesterday from was it flurry. Analytics top activated phone on christmas day was the iphone eleven and his last year's phone that is almost as good as this year is found except of course the iphone twelve will come with five g automatically twice. It almost doesn't matter. People get excited about five g five gonna be ubiquitous. You're going to go to get a phone and you're not going to have the option of not getting five g. It's just a question of which five g. phone do you want so. He says the excitement will play into it. He says it's going to grow in the back half of the year starting a two to three year iphone upgrade cycle. Daniel lives would say. We're always in that. At this point. I kind of agree with them. There are so many close to a billion. It's nine hundred something million iphones out. Theright spread over the course of a number of years. We're pretty much always in an upgrade cycle at this point sure okay. Five g is going to drive that higher okay. That's fine his next up point on. Why apple is going to outperform. It's kind of funny. He thinks expectations for stock performance or for revenue performance. Excuse me for this year for apple. And when i say this year i'm already thinking twenty. Twenty one twenty twenty one. He thinks dance notation of revenue. Growth of fifteen percent is spot on. He gives a thumbs up. He's all for that. The problem that he has in twenty twenty two. The street is only expecting revenue growth of five percent. And he thinks that's far too low. But what's going to happen. As as the year goes on people are gonna look at twenty twenty twos revenue expectations and see five percent and say well. That's that's as far too low to get on this action and that's going to drive expectations for twenty twenty two up. Basically people looking at going nuts ridiculously low. Let's go ahead and get into that and that's going to drive up apple shares because people are going to get excited about you know the beat that they condense to and they'll buy apple shares. That'll drive it up. And so that's his thing and finally there's the new business that apple might get into in twenty twenty two or later this includes the hardware subscription that. He's expecting and of course getting into a car at some point whether that happened in two thousand twenty four twenty twenty-seven you know either way people get excited and so by the excitement and you know it's kind of funny because the stuff that he's saying one of the things that's going to drive excitement around apple shares next year next year being twenty twenty one this stuff. That won't happen until two thousand twenty two or later but you know there you go now. He also does break down. What he thinks is going to happen with the fangs. He thinks they are going to fracture. And i guess we'll have to start calling them a no more fangs. because he thinks facebook Which has grown this year could be hurt by a regulatory issues. I wonder also a facebook will be hurt by a t you've heard of. Att that's the app tracking transparency thing. That apple's going to be putting into place that facebook is fighting tooth and nail fang and nail. Should we say no we. Shouldn't that was a bad joke and i apologize. Facebook is making such a big deal about this taking out full page ads and saying it's not about us. It's about all these small businesses and they think well whatever i don't know if that's going to affect facebook's bottom line monster doesn't mention it it was just something that i wondered about Netflix he thinks the whole streaming thing is already baked in that. It's grown the way it's going to grow..

apple Netflix Loup ventures Gene munster gene munster mr munster google Munster Facebook amazon Daniel
Who wants to take a ride in an Apple I-Car?

Talking Tech

01:20 min | 2 months ago

Who wants to take a ride in an Apple I-Car?

"Dot com slash talking. Who's ready to take a drive in an eye car now. There's been talk about apple entering the car space for years. And now reuters says it's really gonna happen in just three years with an apple car on roads by twenty twenty four will. I can't wait analysts. Says this would become tesla's main competitor. A state of the art electric car that spoke directly to consumers with a big push on in dash entertainment. Why would apple want to enter the car business because the company now sees cars is a whole different animal than they once were says the noted analyst gene munster from loup ventures quote the very concept of a car will fundamentally change to a computer on wheels just as the concept of phone has changed to a computer in your pocket. Monsters says now he could see apple offering a car that seem more affordable by selling it on a subscription basis. Like apple does now with music fitness in news and perhaps packing it with online. Backup and other services. Reuters says that. Apple's found a breakthrough in the production of batteries that it believes are integral

Apple Gene Munster Loup Ventures Reuters Tesla
Apple wants even more subscriptions from you

Talking Tech

01:44 min | 7 months ago

Apple wants even more subscriptions from you

"A new computer will you need apple care warranty protection you know while listen music or read an article on that iphone or IPAD? Well, guess what bear subscribe to Apple Music or Apple News Now apple which reported twenty six point four, billion dollars worth of iphone sold in the recent porter versus thirteen billion for services is in a unique situation among rivals. It has over one billion people using the iphone a welcome audience to sell more things to. So even just a small percentage of iphone owners say, yes to services apple can still grow look at how apple music has grown to a solid number two behind spotify with eighty million subscribers. That's an eight percent by in from the base. Now, the Google on android operating system actually has more users worldwide than apple's IOS but most android phones are sold by different manufacturers like Samsung L. G. and high sense which prevents Google from working space like apple does. For the last few years, apple has been on a tear to increase its services response rates data. Why iphone owners get so many Nag messages in the fall it looks to go even further per bloomberg by bundling many things into an even bigger subscription play called apple one, the plan is said to offer apple users tab monthly deductions from their accounts for Apple Music, news? TV, arcade an I cloud. Now companies love this stuff because it's consistent steady income and if you're dealing with subscription overload now, how many services are on the hook for a monthly? Well, I know investor and analyst Gene Munster from loop adventures. Who thinks that apple's actually going to go beyond subscriptions to hardware subscriptions as well

Apple Google Gene Munster Analyst Porter Samsung Spotify Bloomberg L. G.
"gene munster" Discussed on The Voicebot Podcast

The Voicebot Podcast

12:33 min | 1 year ago

"gene munster" Discussed on The Voicebot Podcast

"We should point <music> out that booking a hair salon appointments different than booking a doctor's appointment because booking that doctor's appointment is covered under a hippo regulations in the united states <hes> so you don't textually after have hip compliance to do that so you know the other thing. I want to ask you about the the recent search tests you did an in we should maybe differentiate this from what you've done smart speakers but google assistant syria much better than alexa local search and navigation both of those his companies have mapping solutions at that are embedded in the devices in that are designed to go places so do you think the amazon is going to need to invest more heavily in mapping or can they just sources externally in order to fill the gap there. I think that the <hes> <hes> you know when i talked about closing the gap. I think what's implied in that earlier. When i mentioned that is that the gap will be closed and i don't think that the gap will eventually they'd be close. I think that if we talk about the command futures earlier we talked about some of the mapping that it just doesn't make sense for alexa to to do those and i think what we're we're gonna see. Ultimately is probably where google is going to be a dogfight between google in syria can build a strong on case that just google's information web is gonna be able to in openness to work with other parties is going to be able to advance it probably would i would. It's going to be a long-term winner here. <hes> i think syria will be close behind in the know probably be a little bit of a gap between alexa for the reason you just mentioned. There are some i'm just <unk>. Fundamental <hes> structural challenges that alexa will always have. I think it would be a mistake for example for amazon to come mouth a mapping app or or come out with a line of hardware. Go back to the fire phone to try to advance what they're doing for the sake of voice yeah so the implications -cations of that then i think what you're let me make sure i understand what you're saying. You're saying that you don't think the amazon's ever going to be able to match google. Let's say in terms of just just pure raw information intelligence that set correct. I think that will be difficult okay so do you think that that's a long term. Structural advantage manage for alexa. I think structure vange or disadvantages yes any against a long-term structural advantage for google assistant in syria somewhere in between <unk>. How do you see that as having the impact on the future of consumer adoption at use of the different assistance. I think that <hes> <hes> there isn't a window for people to you know they may have a particular passion around a device that lets say alexa alexa ends up doing a commerce's needs you wanna talk about eventually they get that right and <hes> i do you may see families can of <hes> <hes> because they're used to use it advice in. They don't actually need to be at that cutting edge. There's some momentum within the current market share. Maybe around <hes> <hes> skills feels that that they do well. I think that longer term it is makes it more difficult for somebody like alexa to really dominate voice longer term arm. I do not believe we'll have bilingual homes when it comes to these assistance. I think that you'll see most homes will eventually gravitate. There are some today but most most people just take one in with it so you're in the camp that there's going to be one assistant per person yeah. I think one per person exact. I think that it gets yes. I'm annette camp okay i. I'm not sure i agree with you there so here. Here's my thesis. My thesis is that we don't use one mobile app and actually humans are pretty a good context switching through different types of apps because they provide different benefits and none of those mobile apps have the exact same design principles goals or navigation behind them. You bring different expectations when you come to them and so just like most americans have settled in on seven apps that they use on a regular basis acis and maybe another <hes> twelve fifteen they use occasionally. I think we very well could see that. Same thing happened with voice systems. Where maybe we have one that we use is more than another may be people favor instagram and their social media world but they do facebook sometimes twitter sometimes so it doesn't necessarily mean they're all gonna be equal but it wouldn't surprise me at all aw if people use multiple assistance given the specialization that would logically come come about with the assistance any thoughts on that but yeah i i thought the specialization conc- why people would want to gravitate to specialization the the one question i'd have is just in in the you know the command features in that idea that when you have to use a different <hes> awake command that to me at some friction about having you mean different devices of the same person <hes> is subtle is that is that would be people like to it's different. You don't have have to have a different gesture for example to open up these different apps but in the case of voice you almost need a different gesture if you will the the open up the app and i think that's financing friction yeah i think that's fair and there's a different mental model associated with how they operate and how to get the most productivity out of each one so i think i think that's that's a fair statement. Well we will see. I know there's some very smart people who are in the one one assistant category <hes> and then there's some of some of the rest most of us who are thinking well they've probably be several <hes> but i'll put jeff bezos in my camp and it'd probably self serving as world because he probably knows two for certain types of things people aren't going to abandon superior or google assistant just because of habit and convenience and all these other things and that he has to figure out a way hey that alexa can become central in these people's lives even if they're using other assistance make sense okay so when we talk about the the IQ work that you've done is there any specific difference you see on. The smartphones versus the smart speakers since you've done both those types of the evaluations. They're pretty similar. You know in day the backbone <hes> the platforms behind me the same. It's just a slightly different device what you end up seeing though is a more effectiveness on for example obviously navigations of doing better because you have a screen <hes> so there are some <hes> <hes> segments that tend to do better on this digital assistant on the phone survey that we're ross versus a smart speakers but more broadly the trends are the same okay. You've recently also done a forecast and smart speaker sales so i think the top line take away from the forecast that you wrote up a couple months ago was that you expect seventy five percent of us households who have a smart speaker by twenty twenty five and that would put put the smart speaker adoption at the level of let's say cable television penetration. Maybe still a little bit below smartphones but but you know getting in in that pervasive category what would the implication of that a when <hes> three quarters of all households have a smart speaker. I think wanted to be new business miles. It will be created in even though we haven't made investments in the area voice we we desperately want to but i think that one of the applications who have that kind of adoption it can create new ways to build businesses so i think that's one side. I think second is this idea about <hes> having different devices controlled by voice. I think it has more people have it. There may be more urgency for the big companies available to have these devices is a work with each other at the problems <hes> if you look at it today for example siri you'd argue apple's the best vertically integrated graded but there's a lot of times when <hes> you will have multiple home pods to home pods in a room and a couple iphones in your request <unk> you you don't better than anybody you you can get <hes> some confusion between the devices about who's going to answer and so i think one of the implications to is being able to kind of polish how how these devices all ultimately all work together at the most basic level is what that means is that voice as a way of interface caught on twenty twenty five will be. We won't even think twice about it as <hes> for a lot of us. We don't think twice about it but for the most people still something that's new and i think <hes> six years from now. It won't be felt that way will be just that's one of the ways that we interact with our machines right so eventually becomes pervasive and then just factored turned into our daily lifestyles exactly okay so you also in that forecast you look at google surpassing amazon massana annual global sport speaker sales but not until twenty twenty three so. You've just told me that you think there will be one voice. Assistant is sort of primary. The google has this long term structural advantage and yet for another three or four years. You do expect amazon to be doing better on the smart speaker front than google. How does how do you square that. What are the implications of it but it comes from one hundred percent market share in called two thousand <hes> <hes> fourteen fifteen for our alexa and that that trend is that slope is slowly coming down so the way i square that is that it's it's it's representative. It's in line with the thinking that google assistant is continuing to to gain momentum and even though the market is expanding. I think that from a market what's your perspective is is coming from such number alexes a declining number so <hes> that's <hes> i think that's consistent with this idea that we are gravitating towards one device. It's gonna take a long time because there's a lot of <hes> embedded market share when people at different devices a <hes> in in second is that alexa has a i think a better partner program for getting into the home but so i think the you know that's why just this doesn't fall off a cliff. There's a kind of a slow <hes> wind down. I do believe just to be clear is that there is a place for alexis syrian google. This is not winner. Take all aw but i do think people will be committed to one platform <hes> but <hes> the marketplace is a hole. There will be room for <unk>. Let's call it three different players so it's not a winner. Take all this is in a corporate office productivity software like we saw with microsoft oft the correct. It's not like that. This is not a winner. Take all type of situation. I think each assistant will kind of capture a single person but <hes> the other. There's there's gonna be room in the marketplace in you know we'll we'll see what happens. You know. There's some <hes> if you look at those numbers in this one area that's been a a particular disappointment is around home. I mean that is just bumps around next to no market share. There's some institution next month we will we'll get a lower price version of that but even if you take a lower priced version let's say conversions more or less three hundred dollars <hes> and bring it to two hundred were still not in a place were you can see measurable movement there. That would be the one thing. I'm looking at this kind of drifting talking about smart speakers now but in the next few years is to see will apropos apple tried to really put the hammer down in gopher with a fifty dollar <hes> i i wouldn't hold your breath for it but that's something that were <hes> keeping a close eye on yeah. I remember that maybe it was eighteen months ago that you may have suggested that own pod was uniquely positioned to win and the smart speaker market and i think you've revised that since then so do you believe that the only way they ultimately get strong position that smart speaker market is to break all all of their roles in provided entry level value segment device that <hes> i think breaking the rollout says they've been unbending it around apple..

google alexa amazon syria apple united states jeff bezos twenty twenty instagram microsoft facebook alexis ross twitter representative partner three hundred dollars
"gene munster" Discussed on The Voicebot Podcast

The Voicebot Podcast

12:24 min | 1 year ago

"gene munster" Discussed on The Voicebot Podcast

"That has some intelligence behind. It may be an ecosystem exactly for this <unk> to catch on. I think it absolutely needs to go beyond a command in some of the basic areas that people use voice for but the apple talks about <hes> their hiring and they've they've they've been on acquisition phase hiring phase of. AI towns event ed some big hires than last year. They talk about <hes> the the the different opportunities around. AI voices a key area obviously so i. I think that it is ripe. The good news is for people who use voice is it's gonna continue to get better for obvious reasons because there are big big companies that have <hes> budget's put behind this and believe in this is a new interface gift fair enough well and so we've seen john gin gin andrea command. We've seen in goodfellow joined more recently a sam joel jolla so they do they have made some of these outside hires hires. I don't think we've seen anything yet. That's come from that. Do you think that's fair. Do you think it's still the impact from these new executives new direction. We're still waiting to see that manifest itself yeah. I think we are still waiting to see that that it's accurate a i believe that there is a i that is doing subtle things around <hes> the products whether it's recognizing someone's phone number whether with the new apple card being able to identify where where transactions coming from <unk> add more transparency around that there's little things that have <hes> ensure improved because of that team what's important about. AI this is a very <unk> type of <hes> workforce in they wanna be where the smart people are than so <hes> i think that <hes> even beyond the headline hires ben and more hiring beneath the fold and but to the reason why i agree with you is that there hasn't been this <hes> eye-popping in a type of announcement. They have a products around to make it easier for app developers integrate but the mother of all projects <hes> is. Can you wanna take a guess at that <unk> apple. Says is the mother of a. I know you know go for mother's day. I tim cook says mother. I i is <hes> automotive mobility mobility specifically so that is going to be the point when we whatever they're doing out the car. I rather not wager. Guest is done some previous predictions of mine <hes> on what they're gonna do there but i think that endeavour <unk> undoubtedly doubtedly it will be significant okay. I'm not gonna hold my breath on apple becoming a car company without an acquisition of existing car company but okay i know they're invested a heavily and i wanted to go back to a comment. You just sat around the command features. Let's talk about that in terms of voice search because lou ventures right now for people who are not looking in the investment community but just like in the voice in the industry. It's probably best known for your digital assistant. IQ tests. I agree <hes>. Would you do twice a year so you're gonna keep you the smart speaker one towards the end of the year and then the middle of the year. You look at performance on smartphones. That's correct. That's right okay. So why don't you first tell us about the methodology like how do you decide what the questions are in then. How are you gonna then segment the responses to give this. IQ score so we ask eight hundred questions in when i say we really need to give credit to williamson johnson. He's does them all we think it's important that the same person administers all the <hes> the the commands across the board because then we have some consistency about how these are all scored <hes> it is a painful process <hes> but undoubtedly we get some insights around how these these products are evolving elving those eight hundred questions each assistant were look at we break it down into five categories local commerce navigation information in command and so <hes> the in terms of the the question is is evenly spread between those five areas in terms of how we get. Their questions is a part of it. We just try to take the approach of a user and we started with a set. When we started are doing this. I would say that the majority eighty five percent of the questions are the same today as we had a few years ago. We thought that that was important. There is some evolution on the questions if some new verticals are added some of these products for example new. API might be opened up to to add a a new type of example booking a ride <hes> through rideshare then we may add some questions around that we do get a lot of input from the industry about what <hes> changes should be made into our questions and we listened to input but we are pretty judicious in terms of implementing it because we wanna keep consistency in the test. Do publish your questions. Can't we do not have people. Ask you to publish your questions. We have had that request. As of i <hes> people always wanna i know <hes> so they can then game system. <hes> so what have you learned you've done this now four times and the two different services five times so he. ES basically over two years i mean just from a high level is that there's just been incredible improvements in these <hes> the intelligence of these over the last two years years in the improvements been pretty consistent across me. We think of the three majors google assistant syrian alexa. We do cortana but <hes> not anymore. But the the the improvement has been called eighteen percent they said consistent between all so i think one big learning is that <hes> these are getting smarter and the intelligence intelligence. If you're going to say what is actually driving that intelligence is a concept of adding new categories so even though our question said has remained in relatively stable the companies have added a new categories new verticals that they tap into in when they turn them on you can almost see when they get turned on when we do our test because you'll see lisa jumps in <hes> the the results so i think one big takeaway is they're smarter than <hes>. They've gained a lot in intelligence or last year's in probably smarter than you you think. I just want to quickly recap where the results are so. This is just simply. Did they give the right answer in. We define that as we ask a question in the the answers given back to us if we ask. This isn't a question and they say check out this website. That's not getting us the answer we actually want. They answered spoken back to us so in google assistant <unk> ninety three percent of the time in our august survey here siri was second at eighty three alexa was at eighty so ninety three eighty three eighty among were getting in google assistant case <hes> nearing one hundred percent a year improvements. <hes> google improves seven percent year reviewers five percent in alexa eighteen percent massive improvement alexa really across the board. I think we just saw more. <hes> categories is being turned on by alexa in this past year so <hes> what's the other takeaway. Is there's been improvement in in. They're getting really smart. I think most people people don't appreciate <hes> all the things that they can <hes> do with these today the questions they can ask that will be answered yeah. It seems one hundred percent correct active. People don't realize how much they can do so i'm interested in the improvement in alexa in particular so siri was was maybe improve the least a percentage basis of the of the three but alexa really closed the gap. Now a couple of things about that one is <unk>. Why do you think that that that jumped up so much. In terms of it was a specific domains they turned on was just they improved and the second thing is when you think about the command category can alexa ever match google and apple given that they're not the embedded at the OS level so the the answer that last question is no. They're not going to be able to ever really stack up on that command side this last survey called seventy percent of the time alexa alexa was able to get the commands right <hes> that compares to apple at ninety three <hes> <unk> syria ninety three percent of the time and so there's a big gap there and you're executive the vertically integrated hardware approach abba uses is going to allow them to continue to be good with the commands tend to question about where did it come from. It was largely the across the board but there was one segment that's slightly <hes> showed more improvement and that was around information and i think that the you know no <hes> <hes> alexa has been experimenting with different ways to get answers name about six months ago the chemo it's a crowd source of forget the name of the program but basically allowed people alexei answer you right guy to ask <hes> and i think that that may actually be having an impact on how they're doing on the information side and so <hes> a just give a team a lot of credit for that <hes> they may not want me <hes> <hes> to really emphasize this by one area that <hes> the alexa still surprisingly struggles with commerce and part of it is just i'm trying to figure that category out but even the basic like reordering functions sometimes don't yield the results that that were hoping for so in that case alexa was that seventy one percent versus like syria sixty eight in and a google assistant at ninety two on the congress front so <hes> if you're a <hes> asked me how can that gap between a lexical that etienne google assistant at eighty three because the the biggest opportunity surprisingly for alexis. I improve on commerce which should be pretty doable. They have the content yes have the content and a suspect as a function of time before that gap apple's sure well and it might be a function of organizational structure given that the the alexa team does not control the commerce function on alexa. That's a different division so they work together as partners on that and seventh there could be some friction there. Maybe some barriers to getting things to be moving forward aureus as smoothly as they would like what do you think the implications are of the narrow wing of the differentiation between the capabilities of the of the voice systems around this type this idea of IQ. I think you're gonna see more price competition than gun the extra hardware side. I think you're gonna see other ways that the platforms are gonna wanna get their digital assistant their voice out there alexis done probably the best job in terms terms of working with third party hardware to kind of expand that in also i think that there is going to be another step in voice in the ability lead you can <unk> or the things that you can do probably the most kind of cutting edge side of it. Today is around information <hes> being able to ask a question like for example. What are the side effects of cold medicine getting an answer the <hes> which does <hes> mostly platforms will do but i think the answer questions at the bar will just be pushed pushed further higher and while we may need to make some evolution around our tests of for example one area that is a pain point that could be solved offers around booking appointments whether it's a table or a doctor's appointment and be able to coordinate schedules the alexa business platform platform allows to do that <hes> but that within a kind of a walled garden so i think that there is an opportunity for tensor question for are these platforms to really continue to push for other ways that they can make our lives better and that's going to be the new benchmark yet fair enough the.

alexa apple google alexa alexa AI john gin siri goodfellow tim cook joel jolla syria williamson johnson ben lou ventures lisa executive
"gene munster" Discussed on The Voicebot Podcast

The Voicebot Podcast

02:52 min | 1 year ago

"gene munster" Discussed on The Voicebot Podcast

"I think each assistant will kind of capture a single person but <hes> the other. There's there's gonna be room in the marketplace in you know we'll we'll see what happens. You know. There's some <hes> if you look at those numbers in this one area that's been a a particular disappointment is around home. I mean that is just bumps around next to no market share. There's some institution next month we will we'll get a lower price version of that but even if you take a lower priced version <unk> conversions more or less three hundred dollars <hes> and bring it to two hundred were still not in a place were you can see measurable movement there. That would be the one thing. I'm looking at this kind of drifting talking about smart speakers now but in the next few years is to see will apropos apple tried to really put the hammer down in gopher with a fifty dollar <hes> i i wouldn't hold your breath for it but that's something that were <hes> keeping a close eye on yeah. I remember that maybe it was eighteen months ago that you may have suggested that own pod was uniquely positioned to win in the smart speaker market and i think you've revised that since then so do you believe that the only way that they ultimately get strong position that smart speaker market is to break all all of their roles in provided entry level value segment device. I think breaking the rollout says they've been unbending it around apple. TV it's still kind of a premium versus some other boxes in it's just now starting to get integrated into television so there is a little bit of a a blueprint for how they could advance <hes> more of the <hes> syrian home the home pod type of a model <hes> <hes> so i think that <hes> i think there is hope that they'll get there and i think at the end of the day <hes> there's two things it really boils down to one is which one is is the smartest. I think google is going to win that game seconds which one integrates best with all your devices apple's gonna win that game and i think they're both going to be successful but apple apple needs to make a hard push to bring that price down because three hundred dollars or two hundred dollars is a lot of money when the market's at forty and fifty dollars for these devices yeah. I don't think they can i don't think they can get the air at this point in terms of mass adoption of in-home standalone device without putting out something angle very low cost and even then. I'm not sure that it actually works because they don't have the ecosystem around it. They have hundreds of smart home. Integrations versus thirty thousand for google versus sixty thousand for alexa and you could see that increasing pretty quickly and you don't really need that many to cover most of the market but <hes> it'll take them a significant amount of time. My guess is that they're gonna have to play this third party..

apple google three hundred dollars two hundred dollars eighteen months fifty dollars fifty dollar
"gene munster" Discussed on The Voicebot Podcast

The Voicebot Podcast

02:48 min | 1 year ago

"gene munster" Discussed on The Voicebot Podcast

"In a room and a couple iphones in request syrian you you don't better than anybody you you can get <hes> some confusion between the devices about who's going to answer and so i think one of the implications to is being able to kind of polish how how these devices all ultimately all work together at the most basic level is what that means is that voice as a way of interface caught on twenty twenty five will be. We won't even think twice about it as <hes> for a lot of us. We don't think twice about it but for the most people still something that's new and i think <hes> six years from now. It won't be felt that way will be just that's one of the ways that we interact with our machines right so eventually becomes pervasive and then just factored turned into our daily lifestyles exactly okay so you also in that forecast you look at google surpassing amazon massana annual global sport speaker sales but not until twenty twenty three so. You've just told me that you think there will be one voice. Assistant is sort of primary. The google has this long term structural advantage and yet for another three or four years. You do expect amazon to be doing better on the smart speaker front than google. How does how do you square that. What are the implications of it but it comes from one hundred percent market share in called two thousand <hes> <hes> fourteen fifteen for our alexa and that that trend is that slope is slowly coming down so the way i square that is that it's it's it's representative. It's in line with the thinking that google assistant is continuing to to gain momentum and even though the market is expanding. I think that from a market what's your perspective is is coming from such number alexes a declining number so <hes> that's <hes> i think that's consistent with this idea that we are gravitating towards one device. It's gonna take a long time because there's a lot of <hes> embedded market share when people at different devices a <hes> in in second is that alexa has a i think a better partner program for getting into the home but so i think the you know that's why just this doesn't fall off a cliff. There's a kind of a slow <hes> wind down. I do believe just to be clear is that there is a place for alexis syrian google. This is not winner. Take all aw but i do think people will be committed to one platform <hes> but <hes> the marketplace is a hole. There will be room for <unk>. Let's call it three different players so it's not a winner. Take all this is in a corporate office productivity software like we saw with microsoft oft the correct. It's not like that. This is not a winner. Take all type of situation..

google alexa amazon microsoft alexis representative partner one hundred percent four years six years
"gene munster" Discussed on The Voicebot Podcast

The Voicebot Podcast

02:17 min | 1 year ago

"gene munster" Discussed on The Voicebot Podcast

"They have a products around to make it easier for app developers integrate but the mother of all projects <hes> is. Can you wanna take a guess at that <unk> apple. Says is the mother of a. I know you know go for mother's day. I tim cook says mother. I i is <hes> automotive mobility mobility specifically so that is going to be the point when we whatever they're doing out the car. I rather not wager. Guest is done some previous predictions of mine <hes> on what they're gonna do there but i think that endeavour <unk> undoubtedly doubtedly it will be significant okay. I'm not gonna hold my breath on apple becoming a car company without an acquisition of existing car company but okay i know they're invested a heavily and i wanted to go back to a comment. You just sat around the command features. Let's talk about that in terms of voice search because lou ventures right now for people who are not looking in the investment community but just like in the voice in the industry. It's probably best known for your digital assistant. IQ tests. I agree <hes>. Would you do twice a year so you're gonna keep you the smart speaker one towards the end of the year and then the middle of the year. You look at performance on smartphones. That's correct. That's right okay. So why don't you first tell us about the methodology like how do you decide what the questions are in then. How are you gonna then segment the responses to give this. IQ score so we ask eight hundred questions in when i say we really need to give credit to williamson awesome. He's does them all we think it's important that the same person administers all the <hes> the the commands across the board because then we have some consistency about how these are all scored <hes> it is a painful process <hes> but undoubtedly we get some insights around how these these products are evolving elving those eight hundred questions each assistant were look at we break it down into five categories local commerce navigation information in command and so <hes> the in terms of the the question is is evenly spread between those five areas in terms of how we get..

apple tim cook lou ventures williamson
Those tariffs could hit the iPhone

Talking Tech

04:10 min | 1 year ago

Those tariffs could hit the iPhone

"Talking tech is brought to you by wicks dot com. Create and publish a stunning website. All from one powerful platform. Go to wicks dot com to create your very own professional website today. That's w I x dot com in stay tuned, after the show to hear you can take advantage of special offer for talking tech listeners is Jefferson Graham. You listen to the weekend edition of talking tat, where I look at some of the big stories of the week in round them up and you know this was the week that President Donald Trump doubled down on his trade war with China announcing higher tariffs that threatened at twenty five percent or more to the cost of electronic devices, and other products produced in China, these would go into effect June. Twenty fifth in the course the big question we all want to know is what about the iphone more on that in a second. The list of some nearly four thousand products includes popular everyday items, like laptops, tablets, and TV's Chinese giant Lenovo had the number one market share, in personal computer shipments in two thousand eighteen over. Hewlett Packard Dell and apple so you can expect to pay more for computers in the US many, big box retailers offered Chinese brands like TCL, and high sense. TV's offered at substantial discounts. The Roku, branded TV featuring a built in streaming player from Roku is made by TCL expect to pay more for those now for apple again. The big question is, will America's bestselling consumer device, the iphone which is already pricey to begin with. Be hit with a twenty five percent tariff, the, the top of the line iphone, now starts at eleven hundred dollars. Some analysts think that apple will definitely get hit others notably gene, Munster and analyst in investor would loop ventures. Takes a minority opinion. He says, apple will not get hit because Apple's based in the US a lot of parts come from China, but Apple's a US based company, he doesn't think they'll get hit. We'll see DJ. I the Chinese company best known for selling drones and cameras would get the tariffs long with makes of low-cost bones, that many consumers haven't heard of like one touch, or Otto. Now, the number three cellphone manufacturer in the world after Samsung and apple is wow way they don't sell out of phones in the US and apparently, they're not gonna be growing here, either the Trump administration just put the company on its entity list, essentially banning it from doing business here. So the bottom line is look to spend a lot more money on devices whatever's going to happen. Even with the tariffs is going to affect you, because so many products are made in China. Some savvy manufacturers are just getting out of China altogether. Go pro has moved their production to Mexico and I believe ring. Video doorbells are also moving to Mexico as well. So I think you're gonna see a lot of movement there. And I also believe that the movement will cause some of those prices to go up as well, because Durham moving costs associated right? What are your thoughts about the tariffs? Let's talk about it on Twitter where I match Everson. Graham, you've been listening to talking tech, please subscribe to show wherever you listen to online audio. I'll be back tomorrow with another quick hit from the world attack. Thanks a lot. Sometimes having a great idea is the easy, part getting people to hear about your idea. Not always so simple. But now there's wicks at wicks dot com. You can start and publish your website for free wicks artifice design intelligence, creates a stunning website for you in just a few minutes. You can choose from over five hundred stunning templates, or start from scratch just answer, a few questions about your business to get started wicks provides you with an all in one business solution to grow your online presence, plus all sites include built in SEO tools, so you can easily get found online, and in search engines, like Google, and Bing, build a website of your very own with wicks today. And if you go to wigs dot com and use our code talking, you'll get ten percent off any premium plan with wicks premium plans. You'll get more storage a free domain for a year and much more. That's wicks w I x dot com promo code talking for ten percent off your premium plan. Dan?

Apple Wicks China United States Jefferson Graham Roku President Donald Trump Mexico Lenovo Durham Hewlett Packard Dell Twitter America Samsung Otto Analyst DAN
"gene munster" Discussed on CNBC's Fast Money

CNBC's Fast Money

02:47 min | 2 years ago

"gene munster" Discussed on CNBC's Fast Money

"If you will I think the business is a see that's not a question that you're asking. But give the quarter a be all right, gene. Thank you. Gene. Munster alluding Googlers on Netflix says it's going to shop around a little bit. What do you do with your position here? How you managing that I'm going to continue to own what I own I own the stock, but I also sell calls against it. And this was a pitch dock that I did just last year. So I've stayed with this in every two months, I can sit Tim Daly to sell calls against this. And it's amazing. The implied volatility because we were just talking about her. I brought up the fact forty-eight dollar range just in the aftermarket so far we've watched the stock in an incredible ranger ready this year year today, I mean from these Lowe's to the highest, but it's been all over the place since that time. So because the implied volatilities there it gives a great opportunity for people if you want to own the stock, and you're selling some calls against the position mil it gives you an opportunity to create something and defend yourself to the downside. So you don't have to pick out the stock on the downside again read. Hastens going to speak on that video conference call at the top of the hour. But in the meantime, grow, so I think he made a good point in terms of the quality of the missed the reasons behind it whether or not it was something that they saw in the quarter leading into the current quarter. What are your questions here? So you wanna see what they really feel about the competition? You want to see how they feel on pricing? You want to see how they feel on pricing? Could be broader than just the Disney, and Hulu it could be fortnight. It could be sleep. There's. It has been. It's the competition is hours in a day. But I think that people like the platform, it's it's more conducive to people watching on this platform their biggest competition for me is Amazon prime. I'm on both of them constantly. But like, I said, I think there's a there's more room for a lot of these players than we all think. Yeah. I think we're finally getting to a case where we can actually really assess what competition is the fact that the stock was defensive in the after hours to me is is you know, that's great. This is Dr underperformed five percent of the last couple of days in the days when the announcement of competition came out, so this quarter was a be the the biggest issue. I have is how can a company whose basically a conduit for delivery of content with some content be priced at one hundred thirty times. And I'll stay at that. Steve I'll stay with that till the cops come home because I haven't changed my tune. And I right. Not not being personal. But it's been anyone who's anyone who's had a problem with it has been hurt by it. Anyone is out of problem earned by me. You know, I'm not sure I mean for bet disobeyed t percent year to Dave only been burnt. They're short the stock of they're simply not in the stock in their money someplace continuous say stasis looking at volatility in standard deviations, this stock has not been a good treat over the last year. I'm sorry. But year today, that's the way we judge our businesses. It's up thirty four percent. That's the way we all live down the line going into the all right guys. One blind bringing more on Netflix. The you know in the trading when we have at meantime, we've got a news alert here on T mobile and sprint thinking the after our session. Let's get to see value for the details. Sima? Yeah..

Lowe Netflix Tim Daly Munster T mobile Disney Amazon Steve Dave Hulu thirty four percent forty-eight dollar five percent two months
How Apple looks to replace lost iPhone income

Talking Tech

03:33 min | 2 years ago

How Apple looks to replace lost iPhone income

"Talking tech is brought to you by wicks dot com with wicks you can use artificial design intelligence to create a stunning website right from your phone in five minutes or less. Just go to wicks dot com. That's W I X dot com and create your professional website today. So today's the day we find out just how bad things are in apple land. You'll recall the Don January second apple made the rare move to warn investors that iphones were not selling as well as expected and that results from the quarter would be lower than apple had thought. So today apple gives us the official results in the earnings for the twenty eighteen twenty nine thousand nine holiday quarter. I am going to clear you in on today's episode of talking tech. I'm Jefferson Graham. So apple said, the culprit was China where the market for premium products had tanked, I think there's more to it. I think consumers would happily pay for new iphone with features. They actually cared about. They didn't care about the slightly upgraded iphone ten s tennis max antenna are, but you know, other companies have since reported similar findings in China, including graphics maker in Invidia FedEx Goodyear in Caterpillar. So clearly something mass. Is going on. Now have no fear. Apple fans. The company is not going away. It will still sell over two hundred million iphones this year and for many years to come. But clearly the iphone has peaked in apple is now pouring its resources into making up the shortfall by investing in its services division. This is where those nag messages come from to buy extra storage. I cloud rent a movie, and I tunes or by abul-kheir along with your new either. Vice and now apple will nag a little harder and urge you to try out to new services. The texture magazine subscription service is expected to be folded into the apple news app, and an untitled entertainment service will offer movies and TV shows Allah. Netflix analyst, gene, Munster thinks affable charge. Four dollars monthly to watch. Which sounds like a bargain compared to the average twelve bucks for Netflix ex. But then the apple service will have way fewer titles. That's your apple update. I'll be back to you tomorrow with the full Monty on what Tim cook it company announced on the earnings call. I'm Jefferson Graham looked for me on Twitter at Jefferson Gran. Don't forget the subscribe to talking tech where ever you listen to online audio favourite us on Stitcher, which helps more people find the show and thanks everyone for listening. Talking tech is brought to you by wicks dot com. When you're ready to get your website up and running you wanna be able to do it quickly and efficiently and wicks dot com has got you covered. They developed artificial design intelligence that creates a stunning website for you with wicks, you can create your own professional website right from your phone, which means you can open your own online store portfolio or blog wherever you are. How's that for efficient? Just go to wicks dot com. Decide what you need a website for pick your style at your own images link your social accounts and just like that your website is ready. You'll look amazing on every device desktop and mobile and it takes less than five minutes. Plus, you can do it with one hand. So it's time to get started. Go to wicks dot com. That's W I X dot com and create your very own beautiful professional website today.

Apple Jefferson Graham Netflix China Jefferson Gran Texture Magazine Invidia Twitter Official Caterpillar Munster Monty Analyst TIM Five Minutes Four Dollars One Hand
What to expect from Apple's holiday quarter results on Tuesday

Mac OS Ken

03:31 min | 2 years ago

What to expect from Apple's holiday quarter results on Tuesday

"One thing is certain for apple ahead lies uncertainty. Tomorrow is went up or reports numbers for the recently ended holiday quarter. We know they're gonna stink. So I guess two things are certain apple CEO, Tim cook wrote a letter to investors on the second of January guiding revenue expectations for the quarter from as low as eighty nine billion dollars to around eighty four billion. The question now is all of the bad news baked in Luke ventures, principal gene Munster argues, it is not an a blog post last week on gene expressed concern that the street is not fully factored in the repercussions of the miss and the fiscal year twenty nineteen estimates. Now, the financial times has creative strategies analysts Ben baharan expressing similar concern saying this isn't a one off thing. I think this is a potentially year long problem if not. Longer. We don't know where the bottom is yet for iphone sales. You know, cook says apple thinks in terms of years and decades not month to month or quarter to quarter the financial times either has not heard that. Or does not care the paper points out that the current quarter includes the Chinese New Year in early February. Traditionally a strong driver of iphone sales, which will test Mr. cooks insistence that apple has a bright future and China despite blaming economic uncertainty there for its revenue shortfall. So if I phone does well naysayers can just write it off to the holiday while if apple does poorly naysayers can say, see gloom, despair and agony on the house of Cupertino. Despite having to adjust guidance at the end of last quarter. At least one analyst is keenly interested in Apple's guidance for the current quarter. Apple insider has Morgan Stanley analyst Katie Huber d calling now a buying opportunity for apple shares for a few reasons quoting a recent note of hers to clients we believe the reason pullback is an attractive entry point given upcoming services launches and shares already pricing an extremely cautious iphone replacement cycle and everage selling price headwinds. So she thinks the bad news from Tim cook sledders already baked in still more bad news is possible. According her note, again, we believe this could trade up on revenue and gross margin guidance range of fifty eight billion dollars and thirty eight percent at the mid point respectively. But she adds guidance meaningfully below these levels would fuel the bear case. I'm reminded of days of not that old when up with issue guidance than regularly crush it knocking it out of the park like Babe Ruth taking batting practice with a little league team. Hubert his interest. In guidance is sensible one wonders, though, how Wall Street will take it. If apple guides conservatively will the street. See apple is fearful if they got up the mystically will the street hearken back to that time a month ago when I had to adjust guidance down by five billion dollars Huber de seems to be hanging her hope on services and guidance. Of course, she's got an overweight rating on apple shares Morgan Stanley's price target on the

Apple Tim Cook Katie Huber Morgan Stanley Babe Ruth Ben Baharan Gene Munster Cupertino Analyst Luke Ventures China CEO Principal Hubert Eighty Nine Billion Dollars
Apple appoints AI chief John Giannandrea to exec team

Techmeme Ride Home

01:11 min | 2 years ago

Apple appoints AI chief John Giannandrea to exec team

"To that company or left that company or whatever, but I did make an exception earlier this year when artificial intelligence guru, John John Andrea was poached from Google by apple back in April. Well, late yesterday apple announced that GNA Andrea has been promoted to Apple's vaunted executive team as a senior vice president reporting directly to Tim cook the joke at the time of Gina Andreas hiring. Apple was that. Maybe he would be the one to finally get Siri to be you know, useful and accurate. But by now, putting all of Apple's efforts in the machine learning and AI space under g Andrey his portfolio and elevating that fully to a lofty height in the apple org. Chart. I think we can read the tea leaves pretty confidently to see that apple thinks that efforts in these areas are likely to become a crucial aspect of Apple's product development going forward for the next several years. Speaking of Siri, gene, Munster and the gang at loop ventures

Apple John John Andrea Siri Tim Cook Gina Andreas Senior Vice President Loop Ventures Google Munster Andrey AI Executive Product Development
Facebook Stock Fluctuates As Third-Quarter Earnings Miss On Revenue

CNBC's Fast Money

02:47 min | 2 years ago

Facebook Stock Fluctuates As Third-Quarter Earnings Miss On Revenue

"Facebook dropping to after our session lows now down four and a half percent. I hear what. Julia said, and I hear if this is a company that's hurting twenty times next year's earnings, and we're going to have higher spending. We're going to have a slow transition as we move to stories, etc. Feed like to right and revenue growth will be slower than their in their MA Usan is their saturated. Right. So they got everybody on the platform that they could ever get on. Now, they can't charge them as much as they used to. Or they can't get the ads that they used to that type of thing that is a recipe for lower stock price. I mean, we talked about the fangs being the growth area. This does not sound like a row sock anymore. Syncing CBW. It's been all spin actually saying actually everything that to say in in this quarter. So that it's the SIMS talking about as well, I thought it wouldn't hold one fifty here. We are. Now, I think the overshoot at new now in the middle of the overshoot to the downside. But I think at a certain point everything you said is accurate. I think this company gets pretty interesting understanding valuation is a nebulous term on valuation. Well, there's a reason why trade it at sixteen times next year is because it doesn't deserve a high. Multiple. Does this management team deserve a high multiple is certainly question. I've been asking for six months, even before July, and again when when Mark Zuckerberg says I want to be up front with you. What does that imply in terms of by deduction? What does he not been up front with look executive and C suites that don't understand the complexity of data and privacy and communicate that well and understand the dynamics of business risk. I think are getting. Banged around with a multiple state. Facebook's not going out of business. There's two point six billion users. I want to be really clear about this. But what multiple design company is earning pay when this management team continues to not be able to tell you what their costs are with their cost down business. They eat the sustained prize in a row now K and costs have gone up. They told you second quarter. Guess what they were right there. Going up from Warren Facebook, let's bring in Luke ventures sounder gene Munster joins us now in the fast line, gene. Great to have you with us. What's your take some star? Good in part because we talk about the engagement going from. Yeah. You growth a fourteen percent three quarters ago to nine percent. But there's something bigger going on here is that Facebook had its glory days over Ganic growth where it was bio usage. It did cost them a lot of money to build that. Now, they're shifting into bays misses. The reason why the start treaty down the aftermarket for the third consecutive quarter. They're talking about more investment than has been expected. That's a shift of a company would have become a girl company to a non grow company. This is reminiscent of what happened to Yahoo as we will start to gain from search and Yahoo needed to aggressively in best. And so I think that the company is essentially scrambling to stay ahead of its changing business.

Facebook Warren Facebook Mark Zuckerberg Yahoo Julia Executive Gene Munster Ganic Luke Fourteen Percent Three Quarters Nine Percent Six Months
The iPhone XR Is More Than Enough iPhone for Pretty Much Anyone

Mac OS Ken

02:53 min | 2 years ago

The iPhone XR Is More Than Enough iPhone for Pretty Much Anyone

"We're starting to get predictions around. I phone ten are and its future loop ventures. Principal gene Munster isn't worried about short lines outside about both stores. Though. He does seem worried that others might be worried riding on his berm site. Mr. Munster said the prevailing narrative surrounding the new iphone ten are is that it's a disappointment a second class device that will never live up to the iphone ten s. I hadn't heard that. But apparently, he has he only brings it up, however to call it pure fiction Munster says he and his expect the iphone ten are to be the most popular iphone in twenty nineteen as consumers began to see the phone in the wild and recognize its value. Of course, that means value for apple as well, monster incumbency think iphone ten are will help push phone unit growth three percent higher fiscal year twenty nineteen versus fiscal year. Twenty eighteen. So then where were the lines last Bri day? The analysts seized three reasons for their absence won the iphone ten s to the early line waiting adopters. His data shows there is less excitement for the ten are amongst early adopters to online orders continue to take away from launch day demand at apple stores and three short lead times for the iphone ten are now averaging less than two weeks. Don't incentivize people to wait in line to get phone earlier because yeah lead times are short. My check in the middle of the night last night shows a wait time of three to five business days. Singing a similar song on iphone ten are as Wedbush securities analyst. Daniel is CNBC had the biggest apple bull around saying Friday that Apple's lower cost. I phone will be just what Apple's looking for in the middle kingdom speaking on the financial channels program power lunch. I've said it's all about China. We think this is sort of that fuel and the engine that apple is looking for in terms of that demand. Interestingly both Ives and Munster think the lower cost iphone could lead to a higher average selling price for iphone and Munster's case he thinks a little over half of iphone ten are buyers will by either the one hundred twenty eight gigabyte model or the two fifty six goodbye model versus the sixty four gigabyte version, though, it's not spelled out that way in the CNBC piece one assumes that that's I've thinking is. Well, the Cording to the report I've said the average selling price or ASP could be fifteen to twenty percent higher than analysts expectations over the next few quarters.

Gene Munster Apple Cnbc Principal China Wedbush Ives Daniel Analyst One Hundred Twenty Eight Gigab Sixty Four Gigabyte Twenty Percent Three Percent Two Weeks
New York Times, Susanna Palmer and Alibaba Group discussed on Politics, Policy, Power and Law

Politics, Policy, Power and Law

00:17 sec | 2 years ago

New York Times, Susanna Palmer and Alibaba Group discussed on Politics, Policy, Power and Law

"The size of Texas. This system was created by the ocean cleanup an organization founded by boy in slat, the Twenty-four-year-old innovator from the Netherlands. I became passionate about cleaning the oceans when at sixteen he went scuba diving in the Mediterranean Sea and saw more plastic bags than

New York Times Susanna Palmer Alibaba Group CEO United States Jack Ma Tesla President Trump Treasury Secretary Lawrence Su Gene Munster Elon Musk Federal Reserve Bloomberg Mediterranean Sea Commander Donald Trump San Francisco Nicolas Maduro
President, Bloomberg and New York Times discussed on Fitz and Brooks

Fitz and Brooks

00:16 sec | 2 years ago

President, Bloomberg and New York Times discussed on Fitz and Brooks

"Bloomberg dot com, teen, soundcloud, and whatever app you perfect Browns. You'll feel. Podcast. We'll soon learn whether Florence is a hurricane again. Meteorologist Allison Chinchar says it could be a major menace by the time. It makes it probable landfall in the Carolinas

President Trump Bloomberg New York Times United States Susanna Palmer CEO Tesla Bloomberg World Alibaba Group Gene Munster Treasury Secretary Lawrence Su Donald Trump Elon Musk Federal Reserve California Jan Johnson Commander Dan Moss Nicolas Maduro
"gene munster" Discussed on The Talk Show

The Talk Show

01:43 min | 2 years ago

"gene munster" Discussed on The Talk Show

"I mean, I guess the one thing that wouldn't make sense about doing it this year is if they know that the iphone tennis is going to look form factor wise, the same as the iphone ten. It doesn't make sense to make such a big naming difference year after year for two phones, their visually in certain colors, at least are visually indistinguishable. That they would say, if. Some day, you know, and I feel like gene Munster talking about apple TV. Right? Like I feel like what the apple TV was apple making TV set to gene Munster is me thinking that this is the year Abbas going to call the high end phone, the iphone pro. I get it. Did it with the the ipad, had the nine point seven pro and the twelve point, nine pro and the nine point seven non-pro and then they changed it to the ten point. Five, nine point. Seven just became ipad. Yeah, he's just like, that's exactly. I saw them do that, and I was like, yes, makes perfect sense. That's really kind of brilliant. And you know it's a sort of thing that takes like maybe eighteen months roll out and completely make sense across the line. And the second generation twelve point nine wasn't even twelve point nine Mark two. They had anything to was just the new ipad pro. New ipad. Yeah. It's like, I don't know. So I guess is next year would be the year where they'll have a new form factor at the high end and call it from pro. But again, anybody who's been betting along with me on that is very social. Very sorry. Let me take another break here and thank our friends at squarespace, and we'll talk about apple. Watch what we've interesting things. We've learned this week. Look squarespace has.

apple gene Munster squarespace Abbas eighteen months
Why iPhone sales might shatter existing records

Mac OS Ken

01:18 min | 2 years ago

Why iPhone sales might shatter existing records

"Ahead of last year's iphone refresh. She couldn't hear talk of anticipation phones without hearing the term super cycle. Nobody's talking about such a thing this year. The one apple watcher says anticipated. Iphone sales are looking better than most analysts expect writing for his firm's site loop ventures principal. Gene Munster has laid out a ton of numbers from a survey conducted this month after quizzing five hundred thirty people. Mr. Munster's says the survey showed surprisingly high intent to upgrade suggesting forty, eight percent of current iphone owners intent upgrade to a newer iphone in the next year compared to twenty five percent in June of last year. Of course, he knows that intent to buy doesn't necessarily lead the actual sales still. He does see it as a positive indicator of upcoming iphone demand, and it's not just iphone owners who were excited. Quoting his post again of the five hundred thirty respondents. Two hundred twelve or forty percent were Android users of the Android group forty one or nineteen percent and tend to buy an iphone in the next year. This compares to twelve percent of Android users planning to make the switch last

Apple Gene Munster Principal Cupertino Aaar Denver John Jane Two Hundred Twenty Three Dolla Two Hundred Twenty Two Dollars Twenty Five Percent Twenty Four Percent Thirty Two Percent Twenty One Percent Forty-Two Percent Twenty Four Hours Eighteen Percent
Tesla shares rise as investors embrace cash comments, Musk apology

Morning Edition

03:27 min | 2 years ago

Tesla shares rise as investors embrace cash comments, Musk apology

"The message these get out because you got political leaders. That keeps saying everything's okay as cargo is not okay you got a lot of counties on the south. West and east side and no economic development but on the north. Side I really feel People I live in a real real joyous good life over here and. Because violence persist in some Chicago neighborhoods Hardiman and other organizers say Chicago mayor Rahm Emanuel and. Police superintendent Eddie Johnson need, to step down Streets our streets and shut it down have become common refrains at protests across the country in recent years many prompted by fatal encounters between police and, unarmed black men. Early last month demonstrating Chicago wants to go over the. Lanes of a major expressway as they called for an end to city violence and neighborhood investment now comes today's protests aimed at lake shore Dr Mitchell moss the director of the center for transportation at New York University says. Using roads and. Infrastructure has become, a central feature of this country's protest movement in the twenty first, century in part because I think they're much. More visible and important also, because the protests affects many more people Chicago police. Spokesman Anthony Guliani says there. Will be several hundred Chicago police, officers present at today's event. Were there to protect their right to demonstrate but at the same time, we're not, going to disrupt activities have. To ballpark we're not gonna tolerate Civil disobedience or any type of illegal activity the, organizers say the effort is not just a. Push for awareness but for, change and that often doesn't come without discomfort Cheryl. Corley NPR news Chicago Okay now we have this story of the big and pretty surprising. Silicon Valley apology yesterday tesla. Reported that, over the, past three months its losses doubled but. The company also bragged that it's now making five thousand of its brand new more affordable models. Every week but here's the big. Surprise tesla CEO Elon Musk apologized to. Investors for his behavior repeatedly. Musk has gotten in hot water lately for his aggressive and sometimes offensive rants on. Social media NPR's, jasmine cars has the story tusla's may earnings call, was infamously bizarre this is how an irritated Elon Musk. Responded to one analysts, question Questions. Are cool back in the days leading up to this year. Second financial report, there was a lot of buys not. About the cars but about Elon Musk nobody. Expected this budget for being played on the all. This comes after a turbulent period for musk in. Which. He went all Konya west on Twitter like last year when. A public transportation blogger, called his ideas elitist Musk's simply responded you're, an idiot investors. Have not been amused by acting like that it does cause some those investors to to question and may not. Support them so makes it. Harder for, them to, raise money gene Munster works at loop. Of venture capital company that follows tesla monster says investors have reached out to express concern public. Opinion is key to this company's. Growth tesla doesn't use regular advertising these. Word of mouth so the. Point there is that by him alien Meeting some of his referral network. That can actually have a negative impact on.

Elon Musk Chicago Tesla Rahm Emanuel Hardiman Dr Mitchell Moss Anthony Guliani New York University Superintendent Konya Eddie Johnson Corley Cheryl Twitter NPR Gene Munster Director
Qualcomm Unveils Snapdragon 850, Explicitly Aimed at New PCs

Tom Griswold

01:08 min | 2 years ago

Qualcomm Unveils Snapdragon 850, Explicitly Aimed at New PCs

"The role of chairman and ceo those are jobs both currently hill by lon musk also in focus how tesla will continue funding operations after burning through more than a billion dollars in the first quarter gene munster is managing partner at loop ventures i'm confident that there is a large group of investors who believe in their vision who had continue to fund this story so i don't think there's any risk of tesla going out of business goldman sachs as tesla may need more than ten billion dollars to fund operations over the next year and a half qualcomm unveiling a new chap as part of a push to get into the mobile commuting computing market dominated by intel qualcomm says samsung is already on board is a customer for the new product which will debut before the end of the year details about the new or not being disclosed at this time and shares a twitter are up more than three percent early trading social media companies being added at s and p five hundred this week while net flicks is joining the s and p one hundred index p futures at this hour up three points a tenth of one percent stay tuned for the latest world and national news this is bloomberg and that brings us to five oh seven on wall street the special counsel levels and.

Chairman And Ceo Lon Musk Gene Munster Tesla Goldman Sachs Qualcomm Twitter Bloomberg Managing Partner Samsung Special Counsel Ten Billion Dollars Billion Dollars Three Percent One Percent
"gene munster" Discussed on The CultCast - Cult of Mac

The CultCast - Cult of Mac

02:06 min | 3 years ago

"gene munster" Discussed on The CultCast - Cult of Mac

"The latest person to say that that you know predict this is apple analyst gene munster you might remember him and he's the guy who kept predicting that there would be an actual apple television set well technically he's he hasn't been proven wrong yet well someday it could have right fifteen years and counting i mean apple goes out of business i'm not convinced that he's wrong what are you suggesting is that it would be like you know more along the lines of a strip down home pod not as cool and fancy is the home pod but you know a smart speaker that would be more than a tourist dealer price range and might help people get sort of more in the use of having a seri powered smart speaker as opposed to using hell say like the rest of us us all the time now right so by the way you find yourself constantly using the wrong wake were gonna say that yeah i'm really sad i so trying to get the kids names right isn't it jeez i i mean i keep going like hey hey i'll say and then i was and it says i'm waiting i'm sorry oh that's okay i'm into space siri because i wanted to actually sound good but you know anyway so will this happen who knows it's kind of an offbeat rumor you know honestly at first i thought it was totally absurd i don't think that is totally outside of the realm of reason to say that they will eventually have a beats branded home pod although it might look a lot different than the one they have now because beats is like they're fun brand right and i wouldn't put it past apple to release a cheaper one that's beats branded that's not that crazy of an idea but it's definitely not going to happen at www i don't think you guys think a beats branded home pot is even possible why not or is that just totally nothing so.

gene munster apple analyst fifteen years
"gene munster" Discussed on Mac OS Ken

Mac OS Ken

01:59 min | 3 years ago

"gene munster" Discussed on Mac OS Ken

"And finally today i don't want to say it's the full on apple television all over again but it does bear a resemblance apple insider says gene munster has shifted the date he expects apple to release augmented reality glasses and he hasn't shifted it sooner the once and future apple analyst has written his thoughts on apple and are as well as the as of now mythical goggles the way he sees it apple's a our story will play out in three phases the first will be more i phones with the kind of vcsel arrays an iphone ten coming out this fall the second will be a gold rush of a arquette ops from developers and the third will be the glasses in about three and a half years maybe quoting insider loop ventures previously expected to release about glasses around september twenty twenty but push the date back to december twenty twenty one after meeting several experts while these people do not have direct knowledge about those plans it is becoming clear that as a category a are glasses or a few years away wrote munster i don't want to say it's the full on television all over again but it does bear resemblance mac os can brought to you by me and sponsored by ero the home wifi system that goes anywhere and covers everywhere get free overnight shipping in the us and canada at e r o eero dot com with offer code moco can this show is also supported by people like you patrons through patriot find out more in that your support that patriot dot com slash mac os cat.

gene munster apple analyst us canada
"gene munster" Discussed on Mac OS Ken

Mac OS Ken

01:59 min | 3 years ago

"gene munster" Discussed on Mac OS Ken

"And finally today i don't want to say it's the full on apple television all over again but it does bear a resemblance apple insider says gene munster has shifted the date he expects apple to release augmented reality glasses and he hasn't shifted it sooner the once and future apple analyst has written his thoughts on apple and are as well as the as of now mythical goggles the way he sees it apple's a our story will play out in three phases the first will be more i phones with the kind of vcsel arrays an iphone ten coming out this fall the second will be a gold rush of a arquette ops from developers and the third will be the glasses in about three and a half years maybe quoting insider loop ventures previously expected to release about glasses around september twenty twenty but push the date back to december twenty twenty one after meeting several experts while these people do not have direct knowledge about those plans it is becoming clear that as a category a are glasses or a few years away wrote munster i don't want to say it's the full on television all over again but it does bear resemblance mac os can brought to you by me and sponsored by ero the home wifi system that goes anywhere and covers everywhere get free overnight shipping in the us and canada at e r o eero dot com with offer code moco can this show is also supported by people like you patrons through patriot find out more in that your support that patriot dot com slash mac os cat.

gene munster apple analyst us canada
Spotify Ends First Quarter as a Public Company With 75 Million Paying Subscribers

Mac OS Ken

01:56 min | 3 years ago

Spotify Ends First Quarter as a Public Company With 75 Million Paying Subscribers

"With the number of iphone sold in quarter but increasingly iphones will become just part of a growing number of devices designed specifically to access apple services and finally gene munster who used to follow apple pie to jaffrey and now just follows the company for kicks said apple's current quarter guidance suggested the iphone business is becoming more stable albeit at a lower growth rates while investors will always have some anxiety regarding the quarterly i phone number the results and guidance suggested we've entered a period of greater visibility in the iphone business he's also hip to the whole services thing saying the services segment will grow between thirteen percent and twenty percent per year over the next five years driven by continued growth and existing services along with new innovative services apple's biggest competitor and music reported earnings yesterday and it didn't go great i mean it wasn't all bad the cording to a piece from nine to five max spotify now has seventy five million things scribner's with a total of one hundred seventy million active users as of march that puts its current growth rate at about two million paying subscribers per month according to the piece funny enough that's about the current growth rate of apple music as well sounds good right yes until you get to the money part piece on spotify numbers from tech crunch says the streamer missed wall street expectations and got punished for it analysts had been expecting revenue of one point four billion dollars spotify brought in revenue of one point three six billion that was enough for some shareholders to jump ship spotify shares lost fifteen dollars and seventy five cents or nine point two six percents.

Gene Munster Jaffrey Apple Scribner Spotify Four Billion Dollars Thirteen Percent Fifteen Dollars Twenty Percent Five Years
"gene munster" Discussed on CNBC's Fast Money

CNBC's Fast Money

01:40 min | 3 years ago

"gene munster" Discussed on CNBC's Fast Money

"Well i'll tell you what again alexa is much cooler than siri and siri was i and so the whole all right so we've said now it's a disappointment but the homeless still the one place to penetrate and they all want to be there and in fact amazon is is winning right now but i think apple has plenty of room and there are plenty of people they wanted to come down to the device i don't think they want all these other gadgets they wanted all right here and i think apple's going to figure that out it's sort of interesting taiwan sammy which has really been crushed and sort of down with apple together is modestly just modestly up in the in the after hours so it's interesting to be that gets the question of services being really the whole pod i mean this is the first integration series been around since two thousand eleven that's fine okay it's not greatest it's fine so here's another thing the apple tv okay soon in the next year so that's going to connect to the home pot and then the voice is gonna work better right and then they have i think they said on this call there's two hundred seventy million paid subscribers those are items accounts obviously they have about forty five million apple music pretty soon they're going to have a streaming video service to compete with netflix so i mean you can start to see the ecosystem come together in this new world order where we're in ambient computing and that sort of thing so to me i don't think there's any reason because home pas disappointed to say these guys are often then gene munster is gonna come on he's gonna start talking about ar he's going to start talking about this whole new platform so to me you know cooks talking he's talking vr he's talking ai these are things that they're spending under the radar on i think it probably all comes together and they just seems to me is the one problem i i agree with you i don't have any problem and i think the services numbers been very very healthy thing consistently but but why are they why are they not connecting.

siri amazon apple gene munster alexa taiwan netflix
"gene munster" Discussed on WVNJ 1160 AM

WVNJ 1160 AM

01:55 min | 3 years ago

"gene munster" Discussed on WVNJ 1160 AM

"It just works because you've taken a whole bunch of variables out of the equation it's enough to drive you completely crazy but apple's not gonna do that probably apple is not going to do that just on principle at this point because gene munster's been asking for for so many years you know what tim cook will probably have a press release out there you know after showing everybody that siri is great despite those ex employees who say was a mess and despite one of the former siri leads who said it was really good but one of the apple executives who was involved in apple map no even want to get into that to you see what i'm doing it's just changing subjects i think here apple could have a release saying gene give it up but that's not talking to meets the other gene monster the one who has the money now i don't think they're going to do anything i think that train has left the station i don't know what apple is gonna do i mean we know they're gonna let you stream four k content for no increase in cost we know they're going to continue evidently to invest in apple tv but if there's a long range plan i don't know what it is i can't see a reason for an apple tv because i have the tv set with the built in net flicks and four k hey and hd are i think and therefore i don't need that apple tv has no value to me because the only movies i got from i tunes were transferred or copied over to movies anywhere so i can watch him anyway so feel as though the apples running into a slight problem where all the tv's are smart tv's now the standalone boxes like the apple tv there's a lot less reason for them because we have tv's that can do almost all the same things and yes the interface may not be quite as good but it's good enough and people aren't gonna go to a whole lot of effort to buy another box and learn another box and hook it up and fight with it and all that if it's good enough and it just works with busy.

apple gene munster tim cook siri four k
"gene munster" Discussed on KBNP AM 1410

KBNP AM 1410

01:56 min | 3 years ago

"gene munster" Discussed on KBNP AM 1410

"Whole bunch of variables out of the equation it's enough to drive you completely crazy but apple's not gonna do that probably apple is not going to do that just on principle at this point because gene munster's been asking for for so many years you know what tim cook will probably have a press release out there you know after showing everybody that siri is great despite those ex employees say was a mess and despite one of the former siri leads is said it was really good but one of the apple executives who was involved in apple map don't even want to get into that to you see what i'm doing it's just changing subjects i think here apple could have a release saying gene give it up but that's not talking to me it's the other gene munster the one who has the money now i don't think they're going to do anything i think that train has left the station i don't know what apple is going to do i mean we know they're gonna let you stream four k content for no increase in cost we know they're going to continue evidently to invest in apple tv but if there's a long range plan i don't know what it is i can't see a reason for an apple tv because i had the tv set with the built in net flicks and four k and h d r i think and therefore i don't need that apple tv has no value to me because the only movies i got for my tunes were transferred or copied over to movies anywhere so i can watch him anyway so feel as though the apples running into a slight problem where all the tv's are smart tv's now the standalone boxes like the apple tv there's a lot less reason for them because we have tv's that can do almost all the same things and yes the interface may not be quite as good but it's good enough and people aren't going to go to a whole lot of effort to buy another box and learn another box and hook it up and fight with it and all that if it's good enough and it just works with the video and other sets through the.

apple gene munster tim cook siri four k
"gene munster" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

01:31 min | 3 years ago

"gene munster" Discussed on Bloomberg Radio New York

"Eighteen gene you weighed into the dangerous waters of bitcoin how do you attack or approach a log hyperbolic price action as we saw in bitcoin at the end of the year we think it in and near term bob when we define near term as the next year and that doesn't mean that we don't believe in the technologies are crypto or block chain term very similar to the internet within a bubble in two thousand and it went down dramatically caught eighty or ninety percent a lot of people went away but the oldest had survived there are up dramatically higher than they were even at the peak of the bubble and so take of this is a viable longterm but i think that when we like to put a is when our barber's are asking us advice for buying crypto um that's usually a sign that were in a little bit of a bubble phase and and we think we're in that right now there's a lot of legislation that still needs to be an and governance are on whether it's governments are our banks and retailers has been very little value transfer in the in kuhn crypto so until even though that the cryptocurrency itself was up fourteen 100 percent in two thousand seventeen the actual transaction grow people exchanging value on with only up sixty percent and so i think those are kind of the pieces that make us think that this uh this team is gonna take a pullback in 2018 gene munster tell us about apple for just a moment m may be connected to apple stores you mentioned retail it's the only store retailer that i know where people are lining up to buy a.

gene munster apple fourteen 100 percent ninety percent sixty percent
"gene munster" Discussed on The MacCast

The MacCast

01:37 min | 4 years ago

"gene munster" Discussed on The MacCast

"Withdrawn gin another one of apple's suppliers one of their assembly partners they made statements to the fact that they were a ramping up and getting ready for new processes in iphone assembly and testing those for features like waterproofing and wireless charging so the kind of let slip a little bit um that the new iphones would have wireless charging in interestingly enough wistron is one of apple's smaller assembly partners the mainland being foxconn and they typically assembled devices like the iphone seven plus so i from seven s pluses probably with a putting together which kinda seems to back up that they would be there that there would be rather wireless charging in all of apples models so these are the kinds of rumors and things that are happening now that we're getting closer to actual uh launch and production now one of the things that has been up in the air has been when is apple going to have the iphone eight available analyst gene munster came out this week and said that he thinks apple will announce all the new iphones in september but the iphone eight model probably will not be shipping intel october and he cited issues with the oh lead screens as being part of that problem in a big part of the tac in the screen a is the touch id sensor it's expected that the whole front is going to be classed there's not actually going to be a home button.

apple iphones foxconn iphone gene munster analyst
"gene munster" Discussed on Mac OS Ken

Mac OS Ken

01:42 min | 4 years ago

"gene munster" Discussed on Mac OS Ken

"Again though that doesn't mean that any of us will ever see any of it and yet another thing says former beiber jaffray analyst and loop ventures principle gene munster i told you yesterday of mizuho securities analyst abby lamba cutting apple shares from by two neutral and dropping his price target on the shares from one hundred sixty dollars to one hundred fifty that was based on his belief that the anticipated though unannounced iphone eight will be too expensive to grow i've owned base thanks to its speculated though unconfirmed starting price of one thousand dollars and yet another thing says former piper jaffray analyst and liu ventures principle gene munster apple insider had on key genes saying that the flagship hist of apples next flagship phones will grow the user base despite a potentially higher price is news wasn't all good though he thinks sales will come later than anticipated by others but they will come quoting apple insider the delayed shipment is because of the challenges with the old led curved screen said gene munster of lou benchers citing a talk with a components supplier as a result the analyst is calling for shipments of thirty nine million iphones in the september quarter well below a wall street consensus of forty nine million as well as the forty five point five million phones apple shipped in the september 2016 quarter the peace continues munster anticipates six million shifting into the december quarter however and an extra four million in the march quarter but supply and demand only then balancing out.

analyst iphone liu ventures gene munster lou benchers beiber jaffray mizuho securities abby lamba apple piper jaffray one hundred sixty dollars one thousand dollars 2016 quarter