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DeepTech

DeepTech315: Micron / Amazon's Discount Store / Status of AI

28 Jun 2024

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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 episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

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