DeepTech

Explore Oracle's impressive $250B market cap surge and its implications for AI investments. Dive into the transformative landscape driven by tech giants like NVIDIA and Apple, highlighting their custom silicon strategies. Discuss Siri's shortcomings compared to advanced competitors and potential growth opportunities for Apple in the AI space. Unpack the excitement and skepticism surrounding the AI boom, while shedding light on the evolving demands for specialized hardware in achieving efficiency and competitiveness.

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 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

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

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

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

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

Explore the ambitious Stargate Project, a colossal AI infrastructure initiative backed by tech giants. Delve into OpenAI's 'Operator', paving the way for next-level agentic AI and the ethical questions it raises. The rise of China's budget-friendly Deep Seek AI model sparks intrigue about its implications on global competition. Plus, hear about using advanced AI models for smarter investment strategies while navigating data security challenges. The landscape of AI is evolving rapidly, and the stakes have never been higher!

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 innovative strides in defense-tech by Anduril.  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 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 explore the AI trade and its potential to drive market growth in the coming years. 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