DeepTech

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Sep 2025

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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

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60 recent

September 12, 202547 min

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 whether we are still in the early innings of AI, and explore the impact of hyperscaler CapEx.They then turn to Apple’s quiet AI strategy, Siri’s missed opportunities, and what investors can expect from upcoming announcements. The episode wraps with a discussion on custom silicon and what it could mean for Nvidia’s growth. 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

July 16, 202534 min

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

June 16, 202531 min

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 impact of AI on Apple's device ecosystem. 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

June 9, 202538 min

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

April 15, 202544 min

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 subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

February 13, 202514 min

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

January 31, 202515 min

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 stock performance despite disappointing margins and guidance. Finally, Apple's quarter, focusing on challenges in the Chinese market and future growth potential driven by innovations in AI and consumer technology. 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

January 24, 202514 min

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 the introduction of a new model from China called DeepSeek, which raises questions about its development and potential impact on the AI landscape. 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

January 17, 202514 min

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 defense-tech by Anduril. 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

January 3, 202514 min

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 and its potential to drive market growth in the coming years. 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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