DeepTech

On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's new AI features, and Google's advancements with Gemini 2.0.  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 the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, and the current state and future potential of AI technologies. 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 California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express gratitude for tech developments this year. 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 Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny. 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 potential elimination of tax credits for electric vehicles and how it's shaking up the market. Discover Tesla's challenges amidst shifting global incentives and what it means for consumer demand. Dive into the evolving landscape of AI scaling laws and the contrasting opinions on its future. Finally, get insights into the AI market dynamics and what might be in store for NVIDIA as they prepare for their earnings announcement.

Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major tech companies. 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

In this episode of Deep Tech, Gene and Doug discuss Tesla’s We, Robot event and the unveiling of the Cybercab. They explore the potential for a lower-end Tesla vehicle and the advancements in Tesla's Optimus robot. The conversation shifts to Google's regulatory challenges and the possibility of a breakup, before concluding with a discussion on Intelligent Alpha, a company leveraging AI for stock picking. 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

In this episode of DeepTech315, Gene and Doug discuss Tesla’s September quarter deliveries, preview next week’s “We, Robot” (Tesla’s Robotaxi unveiling event), and discuss OpenAI’s latest round the the use case of AI in Asset Management. 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

The departure of OpenAI's CTO sparks a discussion on the company's evolving mission and the balance between academic and commercial goals. Meta Connect's announcements raise eyebrows, showcasing ambitious tech like the Meta Quest 3 and AI-enhanced Ray-Ban glasses without groundbreaking innovation. The rivalry between Apple and Meta highlights contrasting strategies in the mixed reality space. Finally, Micron's earnings reveal volatile market trends amid rising AI demand, offering a mixed outlook for memory companies.

On this week’s DeepTech315, Gene and Doug discuss the launch of Intelligent Alpha and the release of the iPhone 16.  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