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    Business

    DeepTech

    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

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    Copyright: © Brian

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    Latest Episodes:
    DeepTech315: Nvidia / WWDC / Zoox Jun 06, 2024
    Show notes

    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
    Show notes

    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
    Show notes
    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes
    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
    Show notes

    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
    Show notes

    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

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