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

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    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: Meta / Google / Apple Feb 02, 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: Tesla / FTC & AI / Semi Earnings Jan 26, 2024
    Show notes

    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
    Show notes

    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
    Show notes

    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

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