DeepTech315

About DeepTech315

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 (https://deepwatermgmt.substack.com/s/deeptech315?utm_medium=podcast)

Publisher

Deepwater

Category

business · technology

Language

en

Explicit

No

First episode

3 Nov 2023

Latest episode

12 Sept 2025

Latest episodes

60 episodes in the feed.

1. 

   12 Sept 2025

   DeepTech Ep5: We Overinvesting in AI or Just Getting Started?

   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 (https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

2. 

   16 Jul 2025

   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 (https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

3. 

   16 Jun 2025

   Ep3: Apple's AI Investment Case

   Analysts Gene Munster and Doug Clinton examine Apple's AI investments after WWDC, focusing on Siri's evolution and AI's influence on Apple devices, offering insights into the company's future.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

411,164

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.7 / 5

6 ratings

Spotify

3.7 / 5

3 ratings

Podcast Authority Score: 58 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

53

Social presence

0

YouTube

93

Engagement

67

Contact DeepTech315

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.