Stay ConnectedDeepwater’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.
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In this episode of DeepTech, Gene Munster and Doug Clinton unpack Oracle’s $250B market cap surge and what it signals for the AI trade. They compare today’s AI boom to Nvidia’s 2023 breakout, discuss whether we are still in the early innings of AI, and explore the impact of hyperscaler CapEx.
They then turn to Apple’s quiet AI strategy, Siri’s missed opportunities, and what investors can expect from upcoming announcements. The episode wraps with a discussion on custom silicon and what it could mean for Nvidia’s growth.
Gene and Doug discuss the investment outlook for Apple, particularly in relation to AI developments following WWDC. They analyze the company's performance, expectations for Siri, and the potential impact of AI on Apple's device ecosystem.
DeepTech is back. Gene and Doug go deep and discuss why, despite investors’ fears, AI is advancing at a blazing pace.
On this episode of DeepTech315, Gene and Doug discuss Elon Musk's bid for OpenAI, the potential impact of Apple Intelligence on iPhone sales in China, and the upcoming release of the iPhone SE.
Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They talk Tesla's earnings, highlighting unexpected stock performance despite disappointing margins and guidance. Finally, Apple's quarter, focusing on challenges in the Chinese market and future growth potential driven by innovations in AI and consumer technology.
Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, which represents a step towards agentic AI, and the introduction of a new model from China called DeepSeek, which raises questions about its development and potential impact on the AI landscape.
Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the innovative strides in defense-tech by Anduril.
On this episode of DeepTech315, Gene and Doug discuss Tesla's recent delivery numbers, explore the political alignments of tech executives like Elon Musk and Mark Zuckerberg, and explore the AI trade and its potential to drive market growth in the coming years.
On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's new AI features, and Google's advancements with Gemini 2.0.
On this episode of DeepTech315, Gene and Doug discuss the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, and the current state and future potential of AI technologies.
On this episode of DeepTech315, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express gratitude for tech developments this year.
On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny.
In this episode of DeepTech315, Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s earnings next week.
Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major tech companies.
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.
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.
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.
On this week’s DeepTech315, Gene and Doug discuss the launch of Intelligent Alpha and the release of the iPhone 16.
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.
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”.
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.
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.
On this week’s DeepTech315, Gene and Doug discuss the recent market crash, Google's court verdict, and Anduril's recent funding round.
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.
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.
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.
On this week's DeepTech315, Gene and Doug talk Tesla deliveries, Apple appointed to OpenAI's board, and Rain's new hire.
On this week's DeepTech315, Gene and Doug talk Micron earnings, Amazon's Temu/Shein competitor, and the status of AI investments.
On this week's episode of DeepTech315, Gene and Doug talk Nvidia, WWDC, and Zoox.
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.
On this week's DeepTech315 Gene and Doug recap OpenAI's Spring Update, Google's I/O Event, and what this means for Apple.
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.
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.
Gene and Doug discuss this week's big tech earnings: Tesla, Meta, Google, and Microsoft.
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.
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
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.
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 week on DeepTech315 we talk Apple's car plan exit, Figure's humanoid robot, and discuss Google and Xai.
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.
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 week on DeepTech315 Gene and Doug discuss Tesla earnings, the FTC looking into AI investments and partnerships, and recent semiconductor earnings.
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 week in DeepTech315, Gene and Doug talk CES, more tech layoffs, and Hertz taking a step back from EVs.
This week on Deeptech 315 Doug and Gene talk double Apple downgrades, the outlook for Perplexity and investing with AI.
This week on DeepTech315 Gene and Doug dig in on what to expect from an Apple foundation model.
Gene and Doug discuss:
1. Autonomous Vehicles & Tesla "Recall"
2. Adobe Earnings
3. Intel's "AI Everywhere" Event
Gene and Doug discuss Cybertruck release, and Musk's comments during his DealBook interview about OpenAI and advertisers pulling from X.
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 week Gene and Doug discuss: 1. Microsoft Ignite - Developer Day, 2. OpenAI Pausing Subscriptions, and 3. Redwood Materials' new deal with Toyota.
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.
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.
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