DeepTech
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About
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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Recent episodes
- DeepTech Ep5: Upon Further Review, We’re Still Early In AI
- DeepTech Ep4: Navigating at AI Frontier
- Ep3: Apple's AI Investment Case
- DeepTech Ep2 - Hype to Impact: AI's Next Chapter
- Ep1: Navigating The AI Trade
- DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE
- DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings
- DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek
- DeepTech315: TikTok / TSMC Earnings / Anduril Update
- DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade