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Recent Episodes
DeepTech Ep5: Upon Further Review, We’re Still Early In AI
In this episode of DeepTech, Gene Munster and Doug Clinton unpack Oracle’s $250B market cap surge and what it signals for the AI trade. They compare today’s AI boom to Nvidia’s 2023 breakout, discuss…
DeepTech Ep4: Navigating at AI Frontier
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
Ep3: Apple's AI Investment Case
Gene and Doug discuss the investment outlook for Apple, particularly in relation to AI developments following WWDC. They analyze the company's performance, expectations for Siri, and the potential…
DeepTech Ep2 - Hype to Impact: AI's Next Chapter
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
Ep1: Navigating The AI Trade
DeepTech is back. Gene and Doug go deep and discuss why, despite investors’ fears, AI is advancing at a blazing pace. This is a public episode. If you would like to discuss this with other…
DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE
On this episode of DeepTech315, Gene and Doug discuss Elon Musk's bid for OpenAI, the potential impact of Apple Intelligence on iPhone sales in China, and the upcoming release of the iPhone SE. This…
DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings
Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They talk Tesla's earnings, highlighting unexpected…
DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek
Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, which represents a step towards agentic AI, and…
DeepTech315: TikTok / TSMC Earnings / Anduril Update
Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the innovative strides in…
DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade
On this episode of DeepTech315, Gene and Doug discuss Tesla's recent delivery numbers, explore the political alignments of tech executives like Elon Musk and Mark Zuckerberg, and explore the AI trade…
DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0
On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's new AI features, and Google's advancements with…
DeepTech315: TikTok Ban / Salesforce’s AI / AI Adoption
On this episode of DeepTech315, Gene and Doug discuss the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, and the current state and future potential of AI…
DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech Developments
On this episode of DeepTech315, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express gratitude for tech…
DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment
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…
DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview
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. …
DeepTech315: Tech Investing Post-Election
Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major tech companies. This is a public episode. If you…
DeepTech315: We, Robot / Google Breakup / Intelligent Alpha
In this episode of Deep Tech, Gene and Doug discuss Tesla’s We, Robot event and the unveiling of the Cybercab. They explore the potential for a lower-end Tesla vehicle and the advancements in Tesla's…
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
In this episode of DeepTech315, Gene and Doug discuss Tesla’s September quarter deliveries, preview next week’s “We, Robot” (Tesla’s Robotaxi unveiling event), and discuss OpenAI’s latest round the…
DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings
In this episode of DeepTech315, Gene and Doug discuss OpenAI's leadership and direction changes, Meta's recent announcements at Meta Connect, and Micron's performance. This is a public episode. If…
DeepTech315: Intelligent Alpha Launch / iPhone 16 Release
On this week’s DeepTech315, Gene and Doug discuss the launch of Intelligent Alpha and the release of the iPhone 16. This is a public episode. If you would like to discuss this with other subscribers…
Frequently Asked Questions
DeepTech has published 60 episodes since November 2023, covering topics in Business, Technology.
DeepTech is currently dormant with new episodes weekly. Average episode length is 14m.
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