DeepTech
Episodes
DeepTech Ep5: Upon Further Review, We’re Still Early In AI
12 Sep 2025
Contributed by Lukas
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...
DeepTech Ep4: Navigating at AI Frontier
16 Jul 2025
Contributed by Lukas
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
16 Jun 2025
Contributed by Lukas
Gene and Doug discuss the investment outlook for Apple, particularly in relation to AI developments following WWDC. They analyze the company's perform...
DeepTech Ep2 - Hype to Impact: AI's Next Chapter
09 Jun 2025
Contributed by Lukas
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
15 Apr 2025
Contributed by Lukas
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 y...
DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE
13 Feb 2025
Contributed by Lukas
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,...
DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings
31 Jan 2025
Contributed by Lukas
Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They...
DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek
24 Jan 2025
Contributed by Lukas
Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, ...
DeepTech315: TikTok / TSMC Earnings / Anduril Update
17 Jan 2025
Contributed by Lukas
Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplifie...
DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade
03 Jan 2025
Contributed by Lukas
On this episode of DeepTech315, Gene and Doug discuss Tesla's recent delivery numbers, explore the political alignments of tech executives like Elon M...
DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0
13 Dec 2024
Contributed by Lukas
On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's ...
DeepTech315: TikTok Ban / Salesforce’s AI / AI Adoption
06 Dec 2024
Contributed by Lukas
On this episode of DeepTech315, Gene and Doug discuss the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, an...
DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech Developments
27 Nov 2024
Contributed by Lukas
On this episode of DeepTech315, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment...
DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment
22 Nov 2024
Contributed by Lukas
On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in...
DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview
15 Nov 2024
Contributed by Lukas
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 scalin...
DeepTech315: Tech Investing Post-Election
08 Nov 2024
Contributed by Lukas
Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major t...
DeepTech315: We, Robot / Google Breakup / Intelligent Alpha
11 Oct 2024
Contributed by Lukas
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 lowe...
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
04 Oct 2024
Contributed by Lukas
In this episode of DeepTech315, Gene and Doug discuss Tesla’s September quarter deliveries, preview next week’s “We, Robot” (Tesla’s Robotax...
DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings
27 Sep 2024
Contributed by Lukas
In this episode of DeepTech315, Gene and Doug discuss OpenAI's leadership and direction changes, Meta's recent announcements at Meta Connect, and Micr...
DeepTech315: Intelligent Alpha Launch / iPhone 16 Release
20 Sep 2024
Contributed by Lukas
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 y...
DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model
13 Sep 2024
Contributed by Lukas
On this week’s DeepTech315, Gene and Doug discuss Apple's “Glowtime” iPhone 16 Launch and iPhone growth, OpenAI's new valuation, and OpenAI's ne...
DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview
06 Sep 2024
Contributed by Lukas
On this week’s DeepTech315, Gene and Doug discuss Tesla’s new FSD roadmap, the potential of Elon in politics, and preview Monday’s Apple iPhone ...
DeepTech315: Nvidia Earnings / Apple-OpenAI Investment / iPhone Growth
29 Aug 2024
Contributed by Lukas
Gene and Doug discuss Nvidia's recent quarter and the stock's performance. They analyze the implications of the delay in Blackwell and the potential i...
DeepTech315: AI Applications / Google Breakup / Nvidia Preview
16 Aug 2024
Contributed by Lukas
On this week’s DeepTech315, Gene and Doug talk about the real world applications of AI, the potential breakup of Google, and Nvidia’s upcoming ear...
DeepTech315: Market Pullback / Google Antitrust Ruling / Anduril Round
09 Aug 2024
Contributed by Lukas
On this week’s DeepTech315, Gene and Doug discuss the recent market crash, Google's court verdict, and Anduril's recent funding round. This is a p...
DeepTech315: Tesla Earnings / Google Earnings / SearchGPT
25 Jul 2024
Contributed by Lukas
Gene and Doug discuss the recent Tesla earnings, Google earnings, and OpenAI's new search product, SearchGPT. The conversation highlights the importan...
DeepTech315: Nasdaq Slip / Netflix Earnings / Importance of Cybersecurity
19 Jul 2024
Contributed by Lukas
On this week's DeepTech315, Gene and Doug talk about the Nasdaq slip and the AI trade, Netflix earnings & AI in content production, the importance of ...
DeepTech315: Apple & EU / Robotaxi Delay / AI Chatbot Research
12 Jul 2024
Contributed by Lukas
On this week's DeepTech315 Gene and Doug cover Apple's progress with EU regulations, Tesla's delayed Robotaxi event, and talk about Deepwater's own AI...
DeepTech315: Tesla Deliveries / Apple on OpenAI's Board / Rain's New Hire
03 Jul 2024
Contributed by Lukas
On this week's DeepTech315, Gene and Doug talk Tesla deliveries, Apple appointed to OpenAI's board, and Rain's new hire. This is a public episode. If ...
DeepTech315: Micron / Amazon's Discount Store / Status of AI
28 Jun 2024
Contributed by Lukas
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 epi...
DeepTech315: Nvidia / WWDC / Zoox
06 Jun 2024
Contributed by Lukas
On this week's episode of DeepTech315, Gene and Doug talk Nvidia, WWDC, and Zoox. This is a public episode. If you would like to discuss this with oth...
DeepTech315: WWDC Preview / OpenAI's Partnerships
31 May 2024
Contributed by Lukas
On this week's episode, Gene and Doug talk what to expect from Apple's WWDC on June 10, and discuss what OpenAI's partnership with Apple means for oth...
DeepTech315: Nvidia / AI Dev Days / Robotaxi Predictions
24 May 2024
Contributed by Lukas
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
DeepTech315: GPT-4o / Google I/O / Apple's AI Options
17 May 2024
Contributed by Lukas
On this week's DeepTech315 Gene and Doug recap OpenAI's Spring Update, Google's I/O Event, and what this means for Apple. This is a public episode. If...
DeepTech315: Tesla FSD Probe / Apple iPad Event / Apple's Chips
10 May 2024
Contributed by Lukas
On this week's episode of DeepTech315, Gene and Doug talk about the newest updates in Tesla's Autopilot/FSD investigations, recap Apple's "Let Loose" ...
DeepTech315: Apple Earnings & AI / FSD in China
03 May 2024
Contributed by Lukas
On this week's DeepTech315, Gene and Doug talk Apple's business post-earnings, Apple's plan for AI, and Tesla's FSD in China. This is a public episode...
DeepTech315: Earnings: TSLA / META / GOOG & MSFT
26 Apr 2024
Contributed by Lukas
Gene and Doug discuss this week's big tech earnings: Tesla, Meta, Google, and Microsoft. This is a public episode. If you would like to discuss this ...
DeepTech315: TikTok Ban / Tesla Layoffs / Chip Market
19 Apr 2024
Contributed by Lukas
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
DeepTech315: Inflation vs AI / Robotaxi / Future of AI
10 Apr 2024
Contributed by Lukas
On this week's episode of DeepTech315, Gene and Doug talk which force will win: Inflation vs AI, updates on Tesla's Robotaxi, and Musk's comments on A...
DeepTech315: Tesla Deliveries & Robotaxi
06 Apr 2024
Contributed by Lukas
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...
DeepTech315: TikTok / Apple EU App Store / xAI
14 Mar 2024
Contributed by Lukas
On this week's DeepTech315 we talk TikTok, why another change to Apple's European App Store is material, and what it means that xAI is going open sour...
DeepTech315: Copilot Designer / Rivian / Perplexity
08 Mar 2024
Contributed by Lukas
In this week's DeepTech315, Gene and Doug talk what's going on with Microsoft's aggressive image generator, Rivian's surging stock, and Perplexity gai...
DeepTech315: Apple Car / Figure / Google & Xai
01 Mar 2024
Contributed by Lukas
This week on DeepTech315 we talk Apple's car plan exit, Figure's humanoid robot, and discuss Google and Xai. This is a public episode. If you would li...
DeepTech315: Nvidia / EVs / x.AI
23 Feb 2024
Contributed by Lukas
This week in DeepTech 315 we talk why Nvidia can go higher, the pain in the EV space, and why xAI is onto something big. This is a public episode. If ...
DeepTech315: Altman's $7T Proposal / Quest vs Vision Pro / Intelligent Alpha
14 Feb 2024
Contributed by Lukas
On this episode of DeepTech315 Gene and Doug discuss Sam Altman's $7T proposal to update AI chips, Zuckerberg's comments on Vision Pro vs Quest, and r...
DeepTech315: Gemini / Meta's AI / AI Market
09 Feb 2024
Contributed by Lukas
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
DeepTech315: Meta / Google / Apple
02 Feb 2024
Contributed by Lukas
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
DeepTech315: Tesla / FTC & AI / Semi Earnings
26 Jan 2024
Contributed by Lukas
This week on DeepTech315 Gene and Doug discuss Tesla earnings, the FTC looking into AI investments and partnerships, and recent semiconductor earnings...
DeepTech315: Vision Pro / AI Bubble & TSMC / App Store Battle
19 Jan 2024
Contributed by Lukas
This week on DeepTech315 Gene and Doug talk Vision Pro’s release, the AI bubble and TSMC results, and Apple's App Store battle. This is a public epi...
DeepTech315: CES / Tech Layoffs / Hertz
11 Jan 2024
Contributed by Lukas
This week in DeepTech315, Gene and Doug talk CES, more tech layoffs, and Hertz taking a step back from EVs. This is a public episode. If you would lik...
DeepTech315: Apple Downgrades / Perplexity / Intelligent Alpha
04 Jan 2024
Contributed by Lukas
This week on Deeptech 315 Doug and Gene talk double Apple downgrades, the outlook for Perplexity and investing with AI. This is a public episode. If y...
DeepTech315: 2024 Predictions
28 Dec 2023
Contributed by Lukas
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
DeepTech315: Apple & AI
21 Dec 2023
Contributed by Lukas
This week on DeepTech315 Gene and Doug dig in on what to expect from an Apple foundation model. This is a public episode. If you would like to discuss...
DeepTech315: Autopilot / Adobe / Intel
15 Dec 2023
Contributed by Lukas
Gene and Doug discuss:1. Autonomous Vehicles & Tesla "Recall"2. Adobe Earnings3. Intel's "AI Everywhere" Event This is a public episode. If you would ...
DeepTech315: Gemini / AMD / GTA VI
08 Dec 2023
Contributed by Lukas
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
DeepTech315: Cybertruck / Musk vs OpenAI / Musk vs Advertisers
01 Dec 2023
Contributed by Lukas
Gene and Doug discuss Cybertruck release, and Musk's comments during his DealBook interview about OpenAI and advertisers pulling from X. This is a pub...
DeepTech315: OpenAI
20 Nov 2023
Contributed by Lukas
For the latest on the OpenAI saga, including if OpenAI will survive and the broader impact to big tech, check out today's DeepTech315. This is a publi...
MSFT Ignite / OpenAI Subs / Redwood Deal
16 Nov 2023
Contributed by Lukas
This week Gene and Doug discuss: 1. Microsoft Ignite - Developer Day, 2. OpenAI Pausing Subscriptions, and 3. Redwood Materials' new deal with Toyota....
DeepTech315: OpenAI DevDay / Grok / Humane AI Pin
10 Nov 2023
Contributed by Lukas
On this week's episode of DeepTech315 Gene Munster and Doug Clinton talk about OpenAI's DevDay, X.AI's Grok, and Humane's AI Pin. This is a public ...
DeepTech315
03 Nov 2023
Contributed by Lukas
In this week's episode of DeepTech315 Deepwater Asset Management's Managing Partners Gene Munster and Doug Clinton talk about Apple's Earnings and AI ...