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
Jan 4, 2024 • 16min
DeepTech315: Apple Downgrades / Perplexity / Intelligent Alpha
This week on Deeptech 315 Doug and Gene talk double Apple downgrades, the outlook for Perplexity and investing with 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
Dec 28, 2023 • 14min
DeepTech315: 2024 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
Dec 21, 2023 • 15min
DeepTech315: Apple & AI
This week on DeepTech315 Gene and Doug dig in on what to expect from an Apple foundation model. 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
Dec 15, 2023 • 15min
DeepTech315: Autopilot / Adobe / Intel
Gene and Doug discuss:1. Autonomous Vehicles & Tesla "Recall"2. Adobe Earnings3. Intel's "AI Everywhere" Event 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
Dec 8, 2023 • 15min
DeepTech315: Gemini / AMD / GTA VI
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
Dec 1, 2023 • 15min
DeepTech315: Cybertruck / Musk vs OpenAI / Musk vs Advertisers
Gene and Doug discuss Cybertruck release, and Musk's comments during his DealBook interview about OpenAI and advertisers pulling from X. 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
Nov 20, 2023 • 13min
DeepTech315: OpenAI
For the latest on the OpenAI saga, including if OpenAI will survive and the broader impact to big tech, check out today's DeepTech315. 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
Nov 16, 2023 • 13min
MSFT Ignite / OpenAI Subs / Redwood Deal
This week Gene and Doug discuss: 1. Microsoft Ignite - Developer Day, 2. OpenAI Pausing Subscriptions, and 3. Redwood Materials' new deal with Toyota. 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
Nov 10, 2023 • 15min
DeepTech315: OpenAI DevDay / Grok / Humane AI Pin
On this week's episode of DeepTech315 Gene Munster and Doug Clinton talk about OpenAI's DevDay, X.AI's Grok, and Humane's AI Pin. 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
Nov 3, 2023 • 15min
DeepTech315
In this week's episode of DeepTech315 Deepwater Asset Management's Managing Partners Gene Munster and Doug Clinton talk about Apple's Earnings and AI Initiatives, and Biden's new executive order: Safe, Secure, and Trustworthy Artificial Intelligence. 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
