DeepTech

Deepwater

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. deepwatermgmt.substack.com

  1. DeepTech Ep5: Upon Further Review, We’re Still Early In AI

    12.09.2025

    DeepTech Ep5: Upon Further Review, We’re Still Early In AI

    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 2023 breakout, discuss whether we are still in the early innings of AI, and explore the impact of hyperscaler CapEx. They then turn to Apple’s quiet AI strategy, Siri’s missed opportunities, and what investors can expect from upcoming announcements. The episode wraps with a discussion on custom silicon and what it could mean for Nvidia’s growth. 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

    47 min
  2. DeepTech Ep4: Navigating at AI Frontier

    16.07.2025

    DeepTech Ep4: Navigating at AI Frontier

    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

    35 min

  3. 16.06.2025

    Ep3: Apple's AI Investment Case

    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, and the potential impact of AI on Apple's device ecosystem. 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

    32 min

  4. 09.06.2025

    DeepTech Ep2 - Hype to Impact: AI's Next Chapter

    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

    39 min

  5. 15.04.2025

    Ep1: Navigating The AI Trade

    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 with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

    44 min
  6. DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE

    13.02.2025

    DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE

    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 the iPhone SE. 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

    15 min
  7. DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings

    31.01.2025

    DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings

    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, highlighting unexpected stock performance despite disappointing margins and guidance. Finally, Apple's quarter, focusing on challenges in the Chinese market and future growth potential driven by innovations in AI and consumer technology. 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

    16 min
  8. DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek

    24.01.2025

    DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek

    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 towards agentic AI, and the introduction of a new model from China called DeepSeek, which raises questions about its development and potential impact on the AI landscape. 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

    15 min
Se alle (60)

Om

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. deepwatermgmt.substack.com

Informasjon

  • Skaper
    Deepwater
  • År i produksjon
    2023 - 2025
  • Episoder
    60
  • Vurdering
    Ren
  • Copyright
    © Brian
  • Vis nettsted
    DeepTech