(Podcast premier) The Apple 3.0 Show

Exclusive: A conversation with Gene Munster, venture capitalist.

In his first broadcast interview since he joined the other side—as co-founder of a Minneapolis-based VC fund called Loup Ventures—the media’s favorite Apple analyst reveals, among other things, where he got the cockamamie idea that Apple would sell a TV set by 2011, 2012,… 2016. Here’s the link:

If you enjoyed this podcast and would like to hear more, the best thing you can do is subscribe to Apple 3.0. Try it for $10 a month or sign up for $100 a year. Subscribers get my investor news three days before it goes public and a free pass to one of the most civilized Apple discussion boards on the internet.

9 Comments

  1. Richard Wanderman said:

    Great interview PED.

    It will be interesting to see how the backward thinking of the Trump administration (trying to save manual labor job, the coal industry, etc.) for the optics of it, will jive with Gene’s prediction (which I think is right) that things are moving slowly but surely toward more automation, and more traditional job loss.

    Rather than trying to save coal and other jobs that are going away, Trump ought to be investing in education or re-education of that workforce. I doubt he will, it’s too long term for someone concerned with how things look right now, but it needs to be done.

    I think Gene’s firm is looking at the right areas to invest in but I fear that we’re about to enter a time when those investments will run counter to the (un-informed) national focus.

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    January 3, 2017
  2. George Providaked said:

    Agree that traditional jobs are going away, service jobs continue to be low paid and low benefits, and Trump has no interest in addressing these structural changes. His answer in cyber security use paper and couriers reflects a rather archaic mindset.

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    January 3, 2017
  3. Sean Kennedy said:

    Nice job! Is there or will there be an RSS feed to subscribe to?

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    January 3, 2017
  4. Jonathan Mackenzie said:

    I enjoyed this.

    And I liked the part where you called this one of the most civilized Apple discussion boards on the internet. I feel underdressed.

    1
    January 4, 2017
  5. David Drinkwater said:

    Thanks, Philip and Gene for this offering. I really enjoyed it. I had to find time to do it justice, but I thought this was an enticing discussion.

    I particularly appreciate finally hearing what buy-side vs sell-die analyst means. Way overdue!

    What the future holds, we do not know, but I think Gene may be on to something. There will be fewer and fewer manual jobs (I say this from the perspective of a Manufacturing Engineer).

    The better we get, the fewer people we need. I would like to vote Trump off first!

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    January 4, 2017

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