2023 Deepwater Holiday Gift GuideDeepwater’s Gift Guide: Our annual gift guide is part forecast, part real look at what our team is hoping to unwrap this season, and includes our predictions of the big launches and releases we’re expecting to see in 2024 (and…Read more Retail
Gene MunsterGoogle 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…Read more Google
DeepwaterDeepwater’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…Read more Apple, Meta , Netflix , Tesla
Gene MunsterThe 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:…Read more Apple
Gene MunsterBattery 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…Read more Redwood Materials, Tesla
Gene MunsterAI Day PrimerTesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…Read more Autonomous Vehicles, Tesla
Gene MunsterThe Future of Healthcare According to Big TechUS Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…Read more Amazon, Apple , Google , Microsoft
Gene Munster, Andrew MurphyLoup TV 172: Waiting for Apple’s AR WearablesGene and Andrew discuss a recent report that Apple’s Board of Directors has seen a preview of the company’s MR headset project, and answer two keys questions: What will they do with it and, when we will see it?Read more Apple
Gene MunsterSherlocked: How AOL Paved the Way for Apple’s iMessageMost software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8.…Read more Apple
Gene MunsterTesla Is Putting Way More Than Traditional Auto in TroubleIt’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional car makers. But that’s just the beginning. The…Read more Tesla
