Gene Munster, Rebecca MulbergBattery 101: What’s Next in Batteries?The bottom line: While tech followers await in anticipation of the next battery tech breakthrough, it’s likely that the rate of improvement will prove to be incremental and continuous. We will still refer to the batteries in EVs as lithium-ion…6-Minute Read TeslaGene Munster, Rebecca MulbergThe Apple Car’s Long and Winding RoadTalk related to Project Titan (Apple’s car ambitions) had been quiet for the past four months, until Bloomberg published a story detailing that the autonomous vehicle will be delayed, again. The Bloomberg reporting—which we believe to be accurate—begs the question:…7-Minute Read AppleGene Munster, Rebecca MulbergElon Musk Will Always Be Tesla’s Technoking. So, Who Will Be Its Next CEO?Testimony at Elon Musk’s 2018 compensation trial revealed that the Tesla board has identified a potential successor for the role of CEO. This shouldn’t come as a surprise because it’s good corporate governance. Avoiding the discussion of succession plans would…3-Minute Read Tesla Companies of Note Gene Munster, Rebecca MulbergTesla is Well Positioned to Navigate an Economic StormTesla's December quarter earnings was all about the company's 2023 outlook after the recent price cut threw a wrench into how investors should think about the trade-off between deliveries and profitability. The essence of the guidance calls for 50% delivery growth this year, ahead of the Street's 37% target and gross margin ex credits of above 20%, compared to the concern of many investors that they would dip into the high teens. The bottom line: The company appears to have made the right decisions to successfully navigate what will likely be a difficult year for the auto industry. Read More TeslaGene Munster, Rebecca MulbergGoogle Will Respond to ChatGPTI’m having a hard time stepping away from ChatGPT. Even with its flaws, it’s a very powerful consumer AI product. I admire how you can repeat prompts to get responses worded differently yet equally accurate. As I think about the…6-Minute Read Companies, GoogleGene Munster, Rebecca MulbergFor Apple’s Revenue, Speed Is the Gift That Keeps GivingApple announced two new chips, the M2 Pro and M2 Pro Max, that are available in the MacBook Pro and Mac Mini. I estimate that these two products account for about 6% of Apple’s total revenue, compared to Mac sales…1-Minute Read Apple, CompaniesGene Munster, Rebecca MulbergTesla Hammers its Margins and CompetitionWhen Tesla announced in early January that they would cut car prices in China by about 13%, I began to anticipate price cutting in other countries as well. What was most surprising about the news was the magnitude of price…3-Minute Read Companies, TeslaGene Munster, Rebecca MulbergApple Read From TSMC: Expect Softness Followed by StrengthWhile I don’t want to overplay commentary from any one of Apple’s partners, I think it’s critical for investors to track TSMC updates given that Apple accounts for 25% of their revenue. TSMC produces the chips at the heart of…3-Minute Read Apple, CompaniesGene Munster, Rebecca MulbergTesla’s Down but Not OutTesla has had a horrible four months, highlighted by shares being down about 65%. While several factors played into the stock’s free fall, I believe the biggest reasons were expectations for slowing demand and its negative impact on profits. The…4-Minute Read ThemesDeepwaterDeepwater’s 2023 PredictionsOver the last six years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2023: We believe that FAANG will outperform the S&P in 2023. In 2022, the S&P 500 is…6-Minute Read Apple, Meta , Netflix , TeslaLoad More Go Deeper Philosophy Learn how we think. From time to time, we find it helpful to articulate our investment philosophies in writing. Read The Newsletter Our work sent directly to your inbox. Subscribe to our newsletter for a regular summary of our work, along with links to stuff we’re reading. Subscribe Deepwater TV Insights, interviews, and debates on topics we find relevant to growth investing. Watch