In this episode of DeepTech315, Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s earnings next week.  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>

In this episode of DeepTech315, Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s earnings next week. 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

In this episode of DeepTech315, Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s earnings next week.&nbsp; 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: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview

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: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview

DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview