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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.
January 04, 2024DeepTech315: Apple Downgrades / Perplexity / Intelligent AlphaThis week on Deeptech 315 Doug and Gene talk double Apple downgrades, the outlook for Perplexity and investing with AI. 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
December 28, 2023DeepTech315: 2024 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...more14minPlay
December 21, 2023DeepTech315: Apple & AIThis week on DeepTech315 Gene and Doug dig in on what to expect from an Apple foundation model. 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
December 15, 2023DeepTech315: Autopilot / Adobe / IntelGene and Doug discuss:1. Autonomous Vehicles & Tesla "Recall"2. Adobe Earnings3. Intel's "AI Everywhere" Event 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
December 08, 2023DeepTech315: Gemini / AMD / GTA VI 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
December 01, 2023DeepTech315: Cybertruck / Musk vs OpenAI / Musk vs AdvertisersGene and Doug discuss Cybertruck release, and Musk's comments during his DealBook interview about OpenAI and advertisers pulling from X. 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
November 20, 2023DeepTech315: OpenAIFor the latest on the OpenAI saga, including if OpenAI will survive and the broader impact to big tech, check out today's DeepTech315. 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...more14minPlay
November 16, 2023MSFT Ignite / OpenAI Subs / Redwood DealThis week Gene and Doug discuss: 1. Microsoft Ignite - Developer Day, 2. OpenAI Pausing Subscriptions, and 3. Redwood Materials' new deal with Toyota. 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...more14minPlay
November 10, 2023DeepTech315: OpenAI DevDay / Grok / Humane AI PinOn 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. 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
November 03, 2023DeepTech315In 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. 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.