Deepwater

DeepTech

Business EN ↓ 60 episodes

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

Author

Deepwater

Episodes

DeepTech315: Apple Downgrades / Perplexity / Intelligent Alpha 04.01.2024 15:59

This week on Deeptech 315 Doug and Gene talk double Apple downgrades, the outlook for Perplexity and investing with AI. 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

DeepTech315: 2024 Predictions 28.12.2023 13:40

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

DeepTech315: Apple & AI 21.12.2023 15:23

This week on DeepTech315 Gene and Doug dig in on what to expect from an Apple foundation model. 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

DeepTech315: Autopilot / Adobe / Intel 15.12.2023 15:22

Gene and Doug discuss: 1. Autonomous Vehicles & Tesla "Recall" 2. Adobe Earnings 3. Intel's "AI Everywhere" Event 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

DeepTech315: Gemini / AMD / GTA VI 08.12.2023 14:53

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

DeepTech315: Cybertruck / Musk vs OpenAI / Musk vs Advertisers 01.12.2023 14:56

Gene and Doug discuss Cybertruck release, and Musk's comments during his DealBook interview about OpenAI and advertisers pulling from X. 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

DeepTech315: OpenAI 20.11.2023 13:06

For the latest on the OpenAI saga, including if OpenAI will survive and the broader impact to big tech, check out today's DeepTech315. 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

MSFT Ignite / OpenAI Subs / Redwood Deal 16.11.2023 13:23

This week Gene and Doug discuss: 1. Microsoft Ignite - Developer Day, 2. OpenAI Pausing Subscriptions, and 3. Redwood Materials' new deal with Toyota. 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

DeepTech315: OpenAI DevDay / Grok / Humane AI Pin 10.11.2023 15:02

On this week's episode of DeepTech315 Gene Munster and Doug Clinton talk about OpenAI's DevDay, X.AI 's Grok, and Humane's AI Pin. 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

DeepTech315 03.11.2023 15:19

In this week's episode of DeepTech315 Deepwater Asset Management's Managing Partners Gene Munster and Doug Clinton talk about Apple's Earnings and AI Initiatives, and Biden's new executive order: Safe, Secure, and Trustworthy Artificial Intelligence. 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