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
Mar 14, 2024 • 15min
DeepTech315: TikTok / Apple EU App Store / xAI
On this week's DeepTech315 we talk TikTok, why another change to Apple's European App Store is material, and what it means that xAI is going open source. 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
Mar 8, 2024 • 15min
DeepTech315: Copilot Designer / Rivian / Perplexity
In this week's DeepTech315, Gene and Doug talk what's going on with Microsoft's aggressive image generator, Rivian's surging stock, and Perplexity gaining unicorn status. 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
Mar 1, 2024 • 15min
DeepTech315: Apple Car / Figure / Google & Xai
This week on DeepTech315 we talk Apple's car plan exit, Figure's humanoid robot, and discuss Google and Xai. 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
Feb 23, 2024 • 14min
DeepTech315: Nvidia / EVs / x.AI
This week in DeepTech 315 we talk why Nvidia can go higher, the pain in the EV space, and why xAI is onto something big. 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
Feb 14, 2024 • 14min
DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha
On this episode of DeepTech315 Gene and Doug discuss Sam Altman's $7T proposal to update AI chips, Zuckerberg's comments on Vision Pro vs Quest, and review Intelligent Alpha's performance. 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
Feb 9, 2024 • 13min
DeepTech315: Gemini / Meta's AI / AI 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
Feb 2, 2024 • 18min
DeepTech315: Meta / Google / Apple
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
Jan 26, 2024 • 16min
DeepTech315: Tesla / FTC & AI / Semi Earnings
This week on DeepTech315 Gene and Doug discuss Tesla earnings, the FTC looking into AI investments and partnerships, and recent semiconductor earnings. 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
Jan 19, 2024 • 17min
DeepTech315: Vision Pro / AI Bubble & TSMC / App Store Battle
This week on DeepTech315 Gene and Doug talk Vision Pro’s release, the AI bubble and TSMC results, and Apple's App Store battle. 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
Jan 11, 2024 • 15min
DeepTech315: CES / Tech Layoffs / Hertz
This week in DeepTech315, Gene and Doug talk CES, more tech layoffs, and Hertz taking a step back from EVs. 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
