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Deepwater’s Gene Munster and Doug Clinton unpack the technologies transforming our world — from AI to autonomy — across both public and private markets. DeepTech brings you Deepwater’s deep research, forward-looking insights, and the themes defining the next decade of innovation.
For more information, visit deepwatermgmt.com.
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Episoder
De nyeste 20 af 60 episoder
- DeepTech Ep5: Upon Further Review, We’re Still Early In AI · 47 min.In this episode of DeepTech, Gene Munster and Doug Clinton unpack Oracle’s $250B market cap surge and what it signals for the AI trade. They compare today’s AI boom to Nvidia’s…
- DeepTech Ep4: Navigating at AI Frontier · 35 min.This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
- Ep3: Apple's AI Investment Case · 32 min.Gene and Doug discuss the investment outlook for Apple, particularly in relation to AI developments following WWDC. They analyze the company's performance, expectations for Siri…
- DeepTech Ep2 - Hype to Impact: AI's Next Chapter · 39 min.This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
- Ep1: Navigating The AI Trade · 44 min.DeepTech is back. Gene and Doug go deep and discuss why, despite investors’ fears, AI is advancing at a blazing pace. This is a public episode. If you would like to discuss this…
- DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE · 15 min.On this episode of DeepTech315, Gene and Doug discuss Elon Musk's bid for OpenAI, the potential impact of Apple Intelligence on iPhone sales in China, and the upcoming release of…
- DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings · 16 min.Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They talk Tesla's earnings…
- DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek · 15 min.Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, which represents a step…
- DeepTech315: TikTok / TSMC Earnings / Anduril Update · 15 min.Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the…
- DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade · 14 min.On this episode of DeepTech315, Gene and Doug discuss Tesla's recent delivery numbers, explore the political alignments of tech executives like Elon Musk and Mark Zuckerberg, and…
- DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0 · 15 min.On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's new AI features, and…
- DeepTech315: TikTok Ban / Salesforce’s AI / AI Adoption · 13 min.On this episode of DeepTech315, Gene and Doug discuss the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, and the current state and…
- DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech Developments · 10 min.On this episode of DeepTech315, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express…
- DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment · 14 min.On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory…
- DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview · 14 min.In this episode of DeepTech315, Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s…
- DeepTech315: Tech Investing Post-Election · 14 min.Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major tech companies. This is a…
- DeepTech315: We, Robot / Google Breakup / Intelligent Alpha · 13 min.In this episode of Deep Tech, Gene and Doug discuss Tesla’s We, Robot event and the unveiling of the Cybercab. They explore the potential for a lower-end Tesla vehicle and the…
- DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management · 10 min.In this episode of DeepTech315, Gene and Doug discuss Tesla’s September quarter deliveries, preview next week’s “We, Robot” (Tesla’s Robotaxi unveiling event), and discuss…
- DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings · 13 min.In this episode of DeepTech315, Gene and Doug discuss OpenAI's leadership and direction changes, Meta's recent announcements at Meta Connect, and Micron's performance. This is a…
- DeepTech315: Intelligent Alpha Launch / iPhone 16 Release · 9 min.On this week’s DeepTech315, Gene and Doug discuss the launch of Intelligent Alpha and the release of the iPhone 16. This is a public episode. If you would like to discuss this…
