DeepTech

By Deepwater

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, ... more

4.8

55 ratings

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FAQs about DeepTech:

How many episodes does DeepTech have?

The podcast currently has 59 episodes available.

DeepTech episodes:

May 31, 2024 DeepTech315: WWDC Preview / OpenAI's Partnerships
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
...more
14min
May 24, 2024 DeepTech315: Nvidia / AI Dev Days / Robotaxi Predictions

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
...more
15min
May 17, 2024 DeepTech315: GPT-4o / Google I/O / Apple's AI Options
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
...more
16min
May 10, 2024 DeepTech315: Tesla FSD Probe / Apple iPad Event / Apple's Chips
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
...more
11min
May 03, 2024 DeepTech315: Apple Earnings & AI / FSD in China
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
...more
15min
April 26, 2024 DeepTech315: Earnings: TSLA / META / GOOG & MSFT
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
...more
15min
April 19, 2024 DeepTech315: TikTok Ban / Tesla Layoffs / Chip Market

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
...more
13min
April 10, 2024 DeepTech315: Inflation vs AI / Robotaxi / Future of AI
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
...more
15min
April 06, 2024 DeepTech315: Tesla Deliveries & Robotaxi
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
...more
14min
March 14, 2024 DeepTech315: TikTok / Apple EU App Store / xAI
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
...more
15min

FAQs about DeepTech:

How many episodes does DeepTech have?

The podcast currently has 59 episodes available.

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