On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny. 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 Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny. 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 Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny. 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: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment

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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Technology

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: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment

DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment

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