DeepTech

Discover the latest buzz surrounding Apple's iPhone 16 launch, featuring innovative updates that could redefine consumer expectations. Dive into projections for iPhone sales growth and the impact of market saturation. Explore the surprising surge in OpenAI's valuation and uncover the competitive landscape of foundation models among tech giants. Plus, learn about OpenAI's Strawberry model, which showcases impressive advancements in AI reasoning and mathematics. A fascinating glimpse into the future of tech awaits!

On this week’s DeepTech315, Gene and Doug discuss Tesla’s new FSD roadmap, the potential of Elon in politics, and preview Monday’s Apple iPhone event “It’s Glowtime”. 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 Nvidia's recent quarter and the stock's performance. They analyze the implications of the delay in Blackwell and the potential impact on demand. They also delve into the rumors of Apple investing in OpenAI and the implications for Apple's AI future. The conversation then shifts to the upcoming iPhone cycle and the potential for growth driven by AI features. They explore the question of whether Apple can build another $100 billion incremental business.  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 week’s DeepTech315, Gene and Doug talk about the real world applications of AI, the potential breakup of Google, and Nvidia’s upcoming earnings report. 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

Dive into the recent market crash and how hedge fund trading is changing the landscape. Discover the implications of Google's court ruling on its $20 billion strategy to stay the default search engine. Unpack the potential fallout from antitrust cases for major tech players. Finally, explore the innovative rise of Anduril in defense tech and its impressive valuation growth amidst these market dynamics. This discussion covers the intersection of technology, finance, and regulatory challenges in today's world.

Gene and Doug discuss the recent Tesla earnings, Google earnings, and OpenAI's new search product, SearchGPT. The conversation highlights the importance of autonomy for Tesla, the significance of AI investments for Google, and the potential impact of OpenAI's search product on Google. They also touch on the overall market sentiment towards big tech stocks and the need for continued investment in 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

On this week's DeepTech315, Gene and Doug talk about the Nasdaq slip and the AI trade, Netflix earnings & AI in content production, the importance of cybersecurity. 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 week's DeepTech315 Gene and Doug cover Apple's progress with EU regulations, Tesla's delayed Robotaxi event, and talk about Deepwater's own AI chatbot research. 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 week's DeepTech315, Gene and Doug talk Tesla deliveries, Apple appointed to OpenAI's board, and Rain's new hire. 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 week's DeepTech315, Gene and Doug talk Micron earnings, Amazon's Temu/Shein competitor, and the status of AI investments. 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