Eugene Munster

Eugene Munster, Managing Partner/Co-Founder of Deepwater Asset Management, shares insights on Apple and Amazon's recent earnings. He discusses Apple's modest revenue outlook, challenges in the Chinese market, and ongoing efforts to diversify production. The conversation also highlights how AI is shaping Apple's latest products and enhancing user engagement. Additionally, Munster elaborates on the tech landscape, examining upcoming earnings from major players and the significant investment trends in artificial intelligence across the sector.

Eugene Munster, Co-founder of Deepwater Asset Management and a tech investment expert, delves into today's transformative moment in technology. He highlights the revolutionary potential of AI, likening it to past advancements like electricity and the internet. Munster discusses investment strategies focused on AI, emphasizing performance differences between hardware and software. He also explores Snowflake's role in AI-driven data management and the essential human qualities in asset management that technology can't replicate.