DeepTech315

Jan 31 2025 54 ep. 14 mins 5
DeepTech315 Podcast artwork

Deepwater Asset Management's Gene Munster and Doug Clinton discuss the most important weekly Tech topics. 3 topics in 15 minutes or less.

deepwatermgmt.substack.com

  Business  Technology
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings

Jan 31 2025 15 mins  
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

DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek

Jan 24 2025 14 mins  
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

DeepTech315: TikTok / TSMC Earnings / Anduril Update

Jan 17 2025 14 mins  
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

DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade

Jan 03 2025 14 mins  
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

DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0

Dec 13 2024 14 mins  
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 Gemini 2.0. 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: TikTok Ban / Salesforce’s AI / AI Adoption

Dec 06 2024 12 mins  
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 technologies. 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: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech Developments

Nov 27 2024 9 mins  
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 developments this year. 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: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment

Nov 22 2024 14 mins  
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 public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview

Nov 15 2024 13 mins  
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. 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: Tech Investing Post-Election

Nov 08 2024 14 mins  
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 would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com