DeepTech

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

Author: Deepwater

Deepwaters Gene Munster and Doug Clinton unpack the technologies transforming our world from AI to autonomy across both public and private markets. DeepTech brings you Deepwaters deep research, forward-looking insights, and the themes defining the next decade of innovation. For more information, visit deepwatermgmt.com. deepwatermgmt.substack.com
Be a guest on this podcast

Language: en

Genres: Business, Technology

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

DeepTech Ep5: Upon Further Review, We’re Still Early In AI
Friday, 12 September, 2025

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