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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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.
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