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Mike Olson
GenAI 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…
12-Minute Read
Artificial Intelligence
Gene Munster
Deepwater Frontier Tech Survey 2024
Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…
1-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Frontier Tech
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Google
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Health
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Meta
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Microsoft
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Netflix
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Neurable
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Neurotech
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Nvidia
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Redwood Materials
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Spatial Computing
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Tech Addiction
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Tesla
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TikTok
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Virtual Reality
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Wearables
Andrew Murphy
48 Hours With Vision Pro: Our Thesis on Spatial Computing
Go deeper: For even more on Vision Pro, here’s my discussion with Gene on YouTube. Disclaimer
0-Minute Read
Apple
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Spatial Computing
Doug Clinton
2024: The Year of AI-Powered Stock Picking
3 Predictions for AI-Powered Stock Picking The quietest AI story of 2023: AI-powered stock portfolios trounced market benchmarks. If you’ve been following The Deload, you know I’m obsessed with using AI to try to beat markets. My summer experiment to…
8-Minute Read
Artificial Intelligence
Doug Clinton
Infinite Intelligence > Superintelligence
The Era of Infinite Intelligence Superintelligent AI might solve all the world’s problems. It could cure cancer, eliminate human aging, create a world of abundance for all. Superintelligent AI might also prove completely uncontrollable and destroy humanity, whether intentionally or…
3-Minute Read
Artificial Intelligence
Gene Munster, Brian Baker
Gemini’s a Powerful Reminder Google Is in the AI Race
Google's been a little slow getting up to speed in the AI game. While the company's video preview of Gemini was edited, it still served as a reminder to investors that Google is one of three companies leading in the AI race. Gemini's capabilities are impressive given they are the most advanced display of multimodality, which brings text, voice, and images into the generative interface. Previously these models (GPT, Claude, Grok, Llama) have predominately been interacted with by text-only. By keeping pace with OpenAI, Google's in a favorable position to evolve Search and capitalize on generative AI.
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Artificial Intelligence
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Google
Doug Clinton
The Long and Short of Investing with AI
Simple, Effective Hedge Funds Arthur Jones was a sociologist who studied at the Marxist Workers School in Berlin and later became a writer for Fortune magazine. At the age of 48, Jones created the world’s first hedge fund. It’s often…
7-Minute Read
Artificial Intelligence
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Markets
2023 Deepwater Holiday Gift Guide
Deepwater’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…
2-Minute Read
Retail
Gene Munster, Brian Baker
Nvidia’s Data Center Segment Growth Will Continue, Because AI Is Just Getting Started
NVIDIA reported impressive October results and raised guidance for January above Street expectations. Outside of the noise of the quarter, including China chip restrictions, Nvidia has no competition and remains the primary beneficiary of what will likely be a 5+ year AI infrastructure build-out.
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Artificial Intelligence
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Nvidia
Mike Olson
Rise of the Creator
I recently interviewed Spotter CEO and Founder Aaron DeBevoise regarding the changing dynamics in media due to the growth of content creators. Spotter, the company building a home for creators, raised $200M at a $1.7B valuation in early 2022. With…
8-Minute Read
Frontier Tech
Doug Clinton
The AI Bubble Playbook
The Inevitable AI Bubble AI will create one of the largest technologically driven bubbles of all time, and we’re only in the early innings. Breakthrough technologies always invite bubbles. Alistair Nairn describes the similar pattern of new technologies in Engines…
10-Minute Read
Artificial Intelligence
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Markets
Gene Munster, Brian Baker
Vision Pro Will Be a Hit—Once the Apps Show Up
The collective investing community is skeptical that Vision Pro will become a measurable part of Apple's business, because the utility of spatial computing is still unknown. As developers build exciting apps, demand and sales will increase.
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Apple
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Spatial Computing
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Wearables
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