DeepTech
By Deepwater
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Category: Business
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Episodes: 59
Description
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
deepwatermgmt.substack.com
| Episode | Date |
|---|---|
|
DeepTech Ep4: Navigating at AI Frontier
|
Jul 16, 2025 |
|
Ep3: Apple's AI Investment Case
|
Jun 16, 2025 |
|
DeepTech Ep2 - Hype to Impact: AI's Next Chapter
|
Jun 09, 2025 |
|
Ep1: Navigating The AI Trade
|
Apr 15, 2025 |
|
DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE
|
Feb 13, 2025 |
|
DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings
|
Jan 31, 2025 |
|
DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek
|
Jan 24, 2025 |
|
DeepTech315: TikTok / TSMC Earnings / Anduril Update
|
Jan 17, 2025 |
|
DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade
|
Jan 03, 2025 |
|
DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0
|
Dec 13, 2024 |
|
DeepTech315: TikTok Ban / Salesforce’s AI / AI Adoption
|
Dec 06, 2024 |
|
DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech Developments
|
Nov 27, 2024 |
|
DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment
|
Nov 22, 2024 |
|
DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview
|
Nov 15, 2024 |
|
DeepTech315: Tech Investing Post-Election
|
Nov 08, 2024 |
|
DeepTech315: We, Robot / Google Breakup / Intelligent Alpha
|
Oct 11, 2024 |
|
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
|
Oct 04, 2024 |
|
DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings
|
Sep 27, 2024 |
|
DeepTech315: Intelligent Alpha Launch / iPhone 16 Release
|
Sep 20, 2024 |
|
DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model
|
Sep 13, 2024 |
|
DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview
|
Sep 06, 2024 |
|
DeepTech315: Nvidia Earnings / Apple-OpenAI Investment / iPhone Growth
|
Aug 29, 2024 |
|
DeepTech315: AI Applications / Google Breakup / Nvidia Preview
|
Aug 16, 2024 |
|
DeepTech315: Market Pullback / Google Antitrust Ruling / Anduril Round
|
Aug 09, 2024 |
|
DeepTech315: Tesla Earnings / Google Earnings / SearchGPT
|
Jul 25, 2024 |
|
DeepTech315: Nasdaq Slip / Netflix Earnings / Importance of Cybersecurity
|
Jul 19, 2024 |
|
DeepTech315: Apple & EU / Robotaxi Delay / AI Chatbot Research
|
Jul 12, 2024 |
|
DeepTech315: Tesla Deliveries / Apple on OpenAI's Board / Rain's New Hire
|
Jul 03, 2024 |
|
DeepTech315: Micron / Amazon's Discount Store / Status of AI
|
Jun 28, 2024 |
|
DeepTech315: Nvidia / WWDC / Zoox
|
Jun 06, 2024 |
|
DeepTech315: WWDC Preview / OpenAI's Partnerships
|
May 31, 2024 |
|
DeepTech315: Nvidia / AI Dev Days / Robotaxi Predictions
|
May 24, 2024 |
|
DeepTech315: GPT-4o / Google I/O / Apple's AI Options
|
May 17, 2024 |
|
DeepTech315: Tesla FSD Probe / Apple iPad Event / Apple's Chips
|
May 10, 2024 |
|
DeepTech315: Apple Earnings & AI / FSD in China
|
May 03, 2024 |
|
DeepTech315: Earnings: TSLA / META / GOOG & MSFT
|
Apr 26, 2024 |
|
DeepTech315: TikTok Ban / Tesla Layoffs / Chip Market
|
Apr 19, 2024 |
|
DeepTech315: Inflation vs AI / Robotaxi / Future of AI
|
Apr 10, 2024 |
|
DeepTech315: Tesla Deliveries & Robotaxi
|
Apr 06, 2024 |
|
DeepTech315: TikTok / Apple EU App Store / xAI
|
Mar 14, 2024 |
|
DeepTech315: Copilot Designer / Rivian / Perplexity
|
Mar 08, 2024 |
|
DeepTech315: Apple Car / Figure / Google & Xai
|
Mar 01, 2024 |
|
DeepTech315: Nvidia / EVs / x.AI
|
Feb 23, 2024 |
|
DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha
|
Feb 14, 2024 |
|
DeepTech315: Gemini / Meta's AI / AI Market
|
Feb 09, 2024 |
|
DeepTech315: Meta / Google / Apple
|
Feb 02, 2024 |
|
DeepTech315: Tesla / FTC & AI / Semi Earnings
|
Jan 26, 2024 |
|
DeepTech315: Vision Pro / AI Bubble & TSMC / App Store Battle
|
Jan 19, 2024 |
|
DeepTech315: CES / Tech Layoffs / Hertz
|
Jan 11, 2024 |
|
DeepTech315: Apple Downgrades / Perplexity / Intelligent Alpha
|
Jan 04, 2024 |
|
DeepTech315: 2024 Predictions
|
Dec 28, 2023 |
|
DeepTech315: Apple & AI
|
Dec 21, 2023 |
|
DeepTech315: Autopilot / Adobe / Intel
|
Dec 15, 2023 |
|
DeepTech315: Gemini / AMD / GTA VI
|
Dec 08, 2023 |
|
DeepTech315: Cybertruck / Musk vs OpenAI / Musk vs Advertisers
|
Dec 01, 2023 |
|
DeepTech315: OpenAI
|
Nov 20, 2023 |
|
MSFT Ignite / OpenAI Subs / Redwood Deal
|
Nov 16, 2023 |
|
DeepTech315: OpenAI DevDay / Grok / Humane AI Pin
|
Nov 10, 2023 |
|
DeepTech315
|
Nov 03, 2023 |