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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
FAQs about DeepTech:How many episodes does DeepTech have?The podcast currently has 60 episodes available.
March 14, 2024DeepTech315: TikTok / Apple EU App Store / xAIOn 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...more15minPlay
March 08, 2024DeepTech315: Copilot Designer / Rivian / PerplexityIn 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...more15minPlay
March 01, 2024DeepTech315: Apple Car / Figure / Google & XaiThis 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...more15minPlay
February 23, 2024DeepTech315: Nvidia / EVs / x.AIThis 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...more15minPlay
February 14, 2024DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent AlphaOn 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...more15minPlay
February 09, 2024DeepTech315: Gemini / Meta's AI / AI 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...more13minPlay
February 02, 2024DeepTech315: Meta / Google / 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...more18minPlay
January 26, 2024DeepTech315: Tesla / FTC & AI / Semi EarningsThis 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...more17minPlay
January 19, 2024DeepTech315: Vision Pro / AI Bubble & TSMC / App Store BattleThis 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...more18minPlay
January 11, 2024DeepTech315: CES / Tech Layoffs / HertzThis 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...more16minPlay
FAQs about DeepTech:How many episodes does DeepTech have?The podcast currently has 60 episodes available.