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 <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1">deepwatermgmt.substack.com</a>

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

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 <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&amp;utm_campaign=CTA_1" rel="noopener noreferrer">deepwatermgmt.substack.com</a>

DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha

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. <a href="https://deepwatermgmt.substack.com/s/deeptech315?utm_medium=podcast">deepwatermgmt.substack.com</a>

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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, forward-looking insights, and the themes defining the next decade of innovation. For more information, visit deepwatermgmt.com. deepwatermgmt.substack.com

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. <a href="https://deepwatermgmt.substack.com/s/deeptech315?utm_medium=podcast" rel="noopener noreferrer">deepwatermgmt.substack.com</a>

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DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha

DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha