Pressure Points

About Pressure Points

Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com (https://deepwatermgmt.substack.com/s/pressure-points?utm_medium=podcast)

Publisher

Deepwater Asset Management

Category

business · technology

Language

en

Explicit

No

First episode

10 Nov 2023

Latest episode

20 Oct 2026

Latest episodes

124 episodes in the feed.

1. 

   20 Oct 2026

   Pressure Points: SpaceX 3Q’26 Earnings

   The stars are lining up for Elon to fully realize his vision of SpaceX being a vertical AI company, with the odds of a Tesla merger increasing. 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. 

   13 Oct 2026

   Pressure Points: Apple's "Welcome Home" Product Announcements

   The “Welcome Home” announcements today should add just under 1% to FY27 revenue. More important is the accelerating pace of product announcements. The “Home” segment represents new revenue for Apple, but the biggest incremental consumer opportunity over the next five years is personalized bots, a category in which Apple has yet to make any announcements, as it’s just getting the Siri chatbot out the door. 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. 

   2 Oct 2026

   Pressure Points: Tesla Deliveries - September 2026

   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)

Reach and audience

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

Apple Podcasts (US)

5.0 / 5

4 ratings

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Guest appearances

Does not typically book guests

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

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