DeepTech
Deepwater
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
For more information, visit deepwatermgmt.com. deepwatermgmt.substack.com
Episodes
Mentioned books
Jun 6, 2024 • 14min
DeepTech315: Nvidia / WWDC / Zoox
On this week's episode of DeepTech315, Gene and Doug talk Nvidia, WWDC, and Zoox. 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
May 31, 2024 • 14min
DeepTech315: WWDC Preview / OpenAI's Partnerships
On this week's episode, Gene and Doug talk what to expect from Apple's WWDC on June 10, and discuss what OpenAI's partnership with Apple means for other Big Tech. 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
May 24, 2024 • 15min
DeepTech315: Nvidia / AI Dev Days / Robotaxi Predictions
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
May 17, 2024 • 15min
DeepTech315: GPT-4o / Google I/O / Apple's AI Options
The podcast discusses OpenAI's GPT-40, Google's AI advancements at I/O event, and Apple's decision on AI partnership. It explores multi-modal models, AI competitiveness, and potential hardware strategy implications.
May 10, 2024 • 10min
DeepTech315: Tesla FSD Probe / Apple iPad Event / Apple's Chips
DeepTech315 discusses Tesla's Autopilot/FSD investigations, Apple's recent iPad event, and Apple's development of in-house chips for data centers. They analyze Tesla's bold marketing strategy, regulatory scrutiny, Apple's AI capabilities, and the importance of custom silicon in AI development.
May 3, 2024 • 14min
DeepTech315: Apple Earnings & AI / FSD in China
Apple's post-earnings performance, AI focus, and privacy concerns are discussed. Tesla's Full Self-Driving approval in China and China's impact on autonomous technology are explored.
Apr 26, 2024 • 14min
DeepTech315: Earnings: TSLA / META / GOOG & MSFT
Gene and Doug dive into the tech giant earnings of Tesla, Meta, Google, and Microsoft. They discuss Tesla's future vehicle plans, Meta's investment phase, AI ambitions, and financial performance of Google and Microsoft. Insightful analysis on delivery growth forecasts and balancing privacy concerns with AI capabilities.
Apr 19, 2024 • 12min
DeepTech315: TikTok Ban / Tesla Layoffs / Chip Market
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
Apr 10, 2024 • 14min
DeepTech315: Inflation vs AI / Robotaxi / Future of AI
On this week's episode of DeepTech315, Gene and Doug talk which force will win: Inflation vs AI, updates on Tesla's Robotaxi, and Musk's comments on AI's future. 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
Apr 6, 2024 • 13min
DeepTech315: Tesla Deliveries & Robotaxi
On this week's episde we focus on Tesla’s near-term delivery pain and long-term Robotaxi gain. Note: It’s now confirmed, Robotaxi event on Aug 8th.Today 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
