On this week's episde we focus on Tesla’s near-term delivery pain and long-term Robotaxi gain. Note: It’s now confirmed, Robotaxi event on Aug 8th.Today 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 episde we focus on Tesla’s near-term delivery pain and long-term Robotaxi gain. Note: It’s now confirmed, Robotaxi event on Aug 8th. Today 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 episde we focus on Tesla’s near-term delivery pain and long-term Robotaxi gain. Note: It’s now confirmed, Robotaxi event on Aug 8th.Today 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: Tesla Deliveries & Robotaxi

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: Tesla Deliveries & Robotaxi

DeepTech315: Tesla Deliveries & Robotaxi

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