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DeepTech315 — Business
DeepTech315

Deepwater Asset Management’s Gene Munster and Doug Clinton discuss the most important weekly Tech topics. 3 topics in 15 minutes or less.

deepwatermgmt.substack.com

Copyright: © Brian

Latest Episodes:

DeepTech315: We, Robot / Google Breakup / Intelligent Alpha Oct 11, 2024

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

DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management Oct 04, 2024

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

DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings Sep 27, 2024

In this episode of DeepTech315, Gene and Doug discuss OpenAI's leadership and direction changes, Meta's recent announcements at Meta Connect, and Micron'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

DeepTech315: Intelligent Alpha Launch / iPhone 16 Release Sep 20, 2024

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

DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model Sep 13, 2024

On this week’s DeepTech315, Gene and Doug discuss Apple's “Glowtime” iPhone 16 Launch and iPhone growth, OpenAI's new valuation, and OpenAI's new Strawberry 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

DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview Sep 06, 2024

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

DeepTech315: Nvidia Earnings / Apple-OpenAI Investment / iPhone Growth Aug 29, 2024

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

DeepTech315: AI Applications / Google Breakup / Nvidia Preview Aug 16, 2024

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

DeepTech315: Market Pullback / Google Antitrust Ruling / Anduril Round Aug 09, 2024

On this week’s DeepTech315, Gene and Doug discuss the recent market crash, Google's court verdict, and Anduril's recent funding round.

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

DeepTech315: Tesla Earnings / Google Earnings / SearchGPT Jul 25, 2024

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

DeepTech315: Nasdaq Slip / Netflix Earnings / Importance of Cybersecurity Jul 19, 2024

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

DeepTech315: Apple & EU / Robotaxi Delay / AI Chatbot Research Jul 12, 2024

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

DeepTech315: Tesla Deliveries / Apple on OpenAI's Board / Rain's New Hire Jul 03, 2024

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

DeepTech315: Micron / Amazon's Discount Store / Status of AI Jun 28, 2024

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

DeepTech315: Nvidia / WWDC / Zoox Jun 06, 2024

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

DeepTech315: WWDC Preview / OpenAI's Partnerships May 31, 2024

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

DeepTech315: Nvidia / AI Dev Days / Robotaxi Predictions May 24, 2024

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

DeepTech315: GPT-4o / Google I/O / Apple's AI Options May 17, 2024

On this week's DeepTech315 Gene and Doug recap OpenAI's Spring Update, Google's I/O Event, and what this means for 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

DeepTech315: Tesla FSD Probe / Apple iPad Event / Apple's Chips May 10, 2024

On this week's episode of DeepTech315, Gene and Doug talk about the newest updates in Tesla's Autopilot/FSD investigations, recap Apple's "Let Loose" iPad event, and Apple developing in-house chips for data centers.

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

DeepTech315: Apple Earnings & AI / FSD in China May 03, 2024

On this week's DeepTech315, Gene and Doug talk Apple's business post-earnings, Apple's plan for AI, and Tesla's FSD in China.

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

DeepTech315: Earnings: TSLA / META / GOOG & MSFT Apr 26, 2024

Gene and Doug discuss this week's big tech earnings: Tesla, Meta, Google, and Microsoft.

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

DeepTech315: TikTok Ban / Tesla Layoffs / Chip Market Apr 19, 2024

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

DeepTech315: Inflation vs AI / Robotaxi / Future of AI Apr 10, 2024

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

DeepTech315: Tesla Deliveries & Robotaxi Apr 06, 2024

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

DeepTech315: TikTok / Apple EU App Store / xAI Mar 14, 2024

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

DeepTech315: Copilot Designer / Rivian / Perplexity Mar 08, 2024

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

DeepTech315: Apple Car / Figure / Google & Xai Mar 01, 2024

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

DeepTech315: Nvidia / EVs / x.AI Feb 23, 2024

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

DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha Feb 14, 2024

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

DeepTech315: Gemini / Meta's AI / AI Market Feb 09, 2024

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

DeepTech315: Meta / Google / Apple Feb 02, 2024

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

DeepTech315: Tesla / FTC & AI / Semi Earnings Jan 26, 2024

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

DeepTech315: Vision Pro / AI Bubble & TSMC / App Store Battle Jan 19, 2024

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

DeepTech315: CES / Tech Layoffs / Hertz Jan 11, 2024

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

DeepTech315: Apple Downgrades / Perplexity / Intelligent Alpha Jan 04, 2024

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

DeepTech315: 2024 Predictions Dec 28, 2023

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

DeepTech315: Apple & AI Dec 21, 2023

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

DeepTech315: Autopilot / Adobe / Intel Dec 15, 2023

Gene and Doug discuss:

1. Autonomous Vehicles & Tesla "Recall"

2. Adobe Earnings

3. 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

DeepTech315: Gemini / AMD / GTA VI Dec 08, 2023

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

DeepTech315: Cybertruck / Musk vs OpenAI / Musk vs Advertisers Dec 01, 2023

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

DeepTech315: OpenAI Nov 20, 2023

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

MSFT Ignite / OpenAI Subs / Redwood Deal Nov 16, 2023

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

DeepTech315: OpenAI DevDay / Grok / Humane AI Pin Nov 10, 2023

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

DeepTech315 Nov 03, 2023

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

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