On this week's DeepTech315, Gene and Doug talk Micron earnings, Amazon's Temu/Shein competitor, and the status of AI investments. 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 week's DeepTech315, Gene and Doug talk Micron earnings, Amazon's Temu/Shein competitor, and the status of AI investments. 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 week's DeepTech315, Gene and Doug talk Micron earnings, Amazon's Temu/Shein competitor, and the status of AI investments. 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: Micron / Amazon's Discount Store / Status of AI

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: Micron / Amazon's Discount Store / Status of AI

DeepTech315: Micron / Amazon's Discount Store / Status of AI