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Retail
2024 Deepwater Holiday Gift Guide
Deepwater’s Gift Guide: Our annual tradition continues! This year’s gift guide is part forecast, part wishlist, showcasing the best tech-forward and innovative holiday gifts for 2024. Whether you’re shopping for friends, family, or yourself, this list is sure to delight.…
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Retail
2023 Deepwater Holiday Gift Guide
Deepwater’s Gift Guide: Our annual gift guide is part forecast, part real look at what our team is hoping to unwrap this season, and includes our predictions of the big launches and releases we’re expecting to see in 2024 (and…
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Retail
Doug Clinton
3 Takeaways from Instacart’s S-1
The IPO window is open again. Instacart filed to go public last week, along with ARM and Klaviyo.
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Markets
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Retail
Deepwater
2021 Loup Holiday Gift Guide
Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…
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Apple
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Autonomous Vehicles
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Blockchain
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Cryptocurrency
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Gaming
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Meta
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Retail
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Tesla
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Twitter
Doug Clinton
The $1 Trillion NFT Market
This NFT market overview was originally posted on Doug’s blog, Uncomfortable Profit. I’m more certain than ever that 95%+ of NFT projects are zeroes, but that the NFT space is still going to be bigger than almost everyone realizes. The…
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Cryptocurrency
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Gaming
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Retail
Gene Munster, Andrew Murphy
Enjoy Is a Pure Play on Experiential Retail at Home
Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…
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Apple
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Enjoy
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Retail
Gene Munster, Andrew Murphy
Rethinking Ecommerce: Convenience vs. The Experiential
This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…
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Amazon
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Apple
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Enjoy
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Retail
Gene Munster, Andrew Murphy
Rethinking Ecommerce as Commerce at Home
This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…
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Airbnb
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Amazon
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Apple
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Enjoy
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Retail
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Tesla
Gene Munster, Andrew Murphy
The Future of Apple Stores Is More Distributed
Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…
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Apple
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Enjoy
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Retail
Andrew Murphy
Ecommerce Adoption Proving Sticky Throughout the Pandemic
The pandemic has forever altered consumer buying habits. Ecommerce trends, as measured by the percentage of total US retail spending, have accelerated. In late March 2020, we surveyed 245 US consumers to investigate how shopping behaviors were changing as a…
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Retail
Gene Munster, Andrew Murphy
Loup TV 008: The Digital Transformation Trajectory
We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…
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Deepwater TV
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Future
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Retail
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Technology
Gene Munster, Andrew Murphy
Loup TV 006: Facebook Shop
Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…
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Deepwater TV
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Meta
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Retail
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