Sep 12, 202547 minS0
<p>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...
business
DeepTech
Hosted by Deepwater · business · EN
About this Podcast:
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
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
21%
Guest openness
Selective
80/100
Required Score
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What is DeepTech 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.
Who hosts DeepTech?
DeepTech is hosted by Deepwater. The show has published 60 episodes to date.
What has DeepTech covered recently?
Recent episodes include "DeepTech Ep5: Upon Further Review, We’re Still Early In AI" (12 September 2025, 47 minutes), "DeepTech Ep4: Navigating at AI Frontier" (16 July 2025, 35 minutes), and "Ep3: Apple's AI Investment Case" (16 June 2025, 32 minutes).
How often does DeepTech publish?
DeepTech publishes roughly every two weeks, with episodes averaging 20 minutes across 60 episodes.
How hard is it to get booked on DeepTech?
Booking probability for DeepTech is 21%, and the host is rated Selective on guests. DeepTech requires a Pod Score of 80 or higher. DeepTech's contact route on record: public web form.
Who should pitch DeepTech?
The strongest fits for DeepTech are IT Services & Software Development and Investment Banking & Trading. DeepTech has a business audience.
About the host
Deepwater hosts DeepTech, a business podcast with 60 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Jul 16, 202535 minS0<p></p> <br/><br/>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
DeepTech
Ep3: Apple's AI Investment Case
Jun 16, 202532 minS0<p>Gene and Doug discuss the investment outlook for Apple, particularly in relation to AI developments following WWDC. They analyze the company's performance, expectations for Siri, and the potential impact of AI on...
Jun 9, 202539 minS0<p></p> <br/><br/>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
DeepTech
Ep1: Navigating The AI Trade
Apr 15, 202544 minS0<p>DeepTech is back. Gene and Doug go deep and discuss why, despite investors’ fears, AI is advancing at a blazing pace.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers...
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Feb 13, 202515 minS0<p>On this episode of DeepTech315, Gene and Doug discuss Elon Musk's bid for OpenAI, the potential impact of Apple Intelligence on iPhone sales in China, and the upcoming release of the iPhone SE.</p> <br/><br/>This is...
Jan 31, 202516 minS0<p>Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They talk Tesla's earnings, highlighting unexpected stock performance...
Jan 24, 202515 minS0<p>Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, which represents a step towards agentic AI, and the introduction...
Jan 17, 202515 minS0<p>Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the innovative strides in defense-tech by...
Jan 3, 202514 minS0<p>On this episode of DeepTech315, Gene and Doug discuss Tesla's recent delivery numbers, explore the political alignments of tech executives like Elon Musk and Mark Zuckerberg, and explore the AI trade and its...
Dec 13, 202415 minS0<p>On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's new AI features, and Google's advancements with Gemini 2.0. </p>...
Dec 6, 202413 minS0<p>On this episode of DeepTech315, Gene and Doug discuss the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, and the current state and future potential of AI technologies.</p>...
Nov 27, 202410 minS0<p>On this episode of DeepTech315, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express gratitude for tech developments this...
Nov 22, 202414 minS0<p>On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny.</p> <br/><br/>This is a...
Nov 15, 202414 minS0<p>In this episode of DeepTech315, Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s earnings next week. </p>...
Nov 8, 202414 minS0<p>Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major tech companies.</p> <br/><br/>This is a public episode. If you...
Oct 11, 202413 minS0<p>In this episode of Deep Tech, Gene and Doug discuss Tesla’s We, Robot event and the unveiling of the Cybercab. They explore the potential for a lower-end Tesla vehicle and the advancements in Tesla's Optimus robot...
DeepTech
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
Oct 4, 202410 minS0<p>In this episode of DeepTech315, Gene and Doug discuss Tesla’s September quarter deliveries, preview next week’s “We, Robot” (Tesla’s Robotaxi unveiling event), and discuss OpenAI’s latest round the the use case of AI...
Sep 27, 202413 minS0<p>In this episode of DeepTech315, Gene and Doug discuss OpenAI's leadership and direction changes, Meta's recent announcements at Meta Connect, and Micron's performance. </p> <br/><br/>This is a public episode. If you...
Sep 20, 20249 minS0<p>On this week’s DeepTech315, Gene and Doug discuss the launch of Intelligent Alpha and the release of the iPhone 16. </p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or...
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