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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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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