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DeepTech

DeepTech

Deepwater
Utgivelsesdato: 2025-09-12
© Brian
DeepTech - QR Code
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60 Episodes
Lyd
Lytt i Apple Podcasts
Gratis0%
60 Episodes
Lyd
Lytt i Apple Podcasts
Utgivelsesdato: 2025-09-12
© Brian
Nyeste episode
DeepTech Ep5: Upon Further Review, We’re Still Early In AI

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
Tid: 47:08
Spill av
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
Episode-ID: 1000726489600
GUID: substack:post:173403933
Utgitt: 12.9.2025, 12.32.54

Beskrivelse

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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https://api.substack.com/feed/podcast/2027723/s/87716.rss

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