Mike OlsonGenAI and the Future of Content We may be approaching the day when a $200M Pixar-quality movie, which typically takes four years to make, will be created in six months for $20K (aka, 0.01% of the budget and less than 10% of the time.) I…Read more Artificial Intelligence, Venture Capital
Deepwater’s 2024 PredictionsOver the last seven years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2024: IWO will outperform the S&P500. The iShares Russell 2000 Growth ETF (IWO) will outperform the SPDR…Read more Apple, Google, Meta, Tesla
Doug ClintonAssessing the IPO Window with the Deepwater IPO IndexIs the IPO window open? Investors, bankers, and market commentators answer that question by whether IPOs are getting out. ARM is about to go public. So are Instacart and Klaviyo. If those companies have successful IPOs — judged by demand…Read more Markets
Mike OlsonThe Rising Tide of Efficiency: Tech Companies Don’t Sell Products, They Sell TimeEfficiency is time, and time is the one true currency. Innovation in pursuit of efficiency is the most powerful underlying force in driving persistent growth. Entrepreneur & author Jim Rohn said that “time is more valuable than money, you can…Read more Artificial Intelligence, Augmented Reality, Frontier Tech, Future of Work, Gaming, Robotics
Doug ClintonWhat Would You Pay for Personalized AI?Last week, we talked about the trillion-dollar opportunity in Personal AI. As a reminder, a Personal AI is “a chief of staff for your life…a scheduler, an organizer, an advocate, a buyer, a booker,” per Mustafa Suleyman, Inflection AI’s CEO. More than…Read more Artificial Intelligence
Doug ClintonUnderstanding AI: LLM Basics for InvestorsOur AI series continues with what investors need to know about how large language models (LLMs) work to make informed AI investments. How ChatGPT Works To make intelligent investments, an investor should have an understanding of how a company’s product…Read more Themes
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
Gene MunsterTesla 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…Read more Tesla
Gene MunsterApple 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…Read more Apple
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
