DeepTech315 Deepwater Asset Management

On this week's episode of DeepTech315, Gene and Doug talk about the newest updates in Tesla's Autopilot/FSD investigations, recap Apple's "Let Loose" iPad event, and Apple developing in-house chips for data centers.


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On this week's DeepTech315, Gene and Doug talk Apple's business post-earnings, Apple's plan for AI, and Tesla's FSD in China.


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

Gene and Doug discuss this week's big tech earnings: Tesla, Meta, Google, and Microsoft.


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

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

On this week's episode of DeepTech315, Gene and Doug talk which force will win: Inflation vs AI, updates on Tesla's Robotaxi, and Musk's comments on AI's future.


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

On this week's episde we focus on Tesla’s near-term delivery pain and long-term Robotaxi gain. Note: It’s now confirmed, Robotaxi event on Aug 8th.
Today


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