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Themes
Gene Munster
iPhone 15 Is Enough to Return Apple to Growth
Apple’s fall hardware event featured the new iPhone 15 family and updates to Apple Watch at prices unchanged from a year ago. While most of these updates were incremental, they’re enough to attract the 400m iPhone owners with phones more than 4 years old, which should return Apple to revenue growth in the December quarter. Most impressive was the addition of spatial photo and video capability on iPhone 15 Pro models, which lays the foundation for Vision Pro demand, due out early next year.
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Apple
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Spatial Computing
Doug Clinton
3 Takeaways from Instacart’s S-1
The IPO window is open again. Instacart filed to go public last week, along with ARM and Klaviyo.
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Markets
,
Retail
Gene Munster
NVIDIA’s Growth Is Sustainable Through 2025
NVIDIA reported its second consecutive blockbuster quarter and guidance showing the AI theme is for real. Investors largely shrugged off the impressive results given expectations were high and the NVDA investment focus is shifting to how persistent the company's growth will be over the next few years. I believe they will continue to own the pole position in AI computing hardware at least through 2025. After that high margins will like bring in chip competition.
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Artificial Intelligence
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Nvidia
Show ChatGPT the $$$: Monetizing AI Chat
Show ChatGPT the Money How will Google and Bing monetize chat? Investors have pondered this question since ChatGPT roared into existence late last year. One answer is starting to become clear and probably isn’t that surprising: Ads. At least Bing…
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Artificial Intelligence
Doug Clinton
AI is Awful
AI Reality Black Mirrors Fiction Imagine Netflix made a TV show about how you were a terrible person. It captures all the moments where you were kind of a dirtbag. It recreates other events throughout your day that cast you…
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Artificial Intelligence
Mike Olson
The Rising Tide of Efficiency: Tech Companies Don’t Sell Products, They Sell Time
Efficiency 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…
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Artificial Intelligence
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Augmented Reality
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Frontier Tech
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Future of Work
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Gaming
,
Robotics
Doug Clinton
The Things AI Won’t Change
Human Nature Doesn’t Change In a world facing rapid change from AI, it’s the things that won’t change that you want to build on and invest in. That’s the classic perspective from Jeff Bezos. He famously told The Harvard Business…
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Artificial Intelligence
Doug Clinton
What 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…
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Artificial Intelligence
Doug Clinton
A Trillion Dollar Market: Personal AI
The next installment in our AI series is an exploration of what we expect to be one of the biggest areas of AI in 3-5 years: Personal AI. It has the potential to create a trillion-dollar company. Maybe more than…
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Artificial Intelligence
Doug Clinton
Understanding AI: LLM Basics for Investors
Our 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…
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Themes
Andrew Murphy, Gene Munster
Vision Pro Demo Review: Open-Ended Potential
At Deepwater, our mission is to profit from where the world is going. This week, Gene got a preview of that future with a demo of Apple’s Vision Pro mixed reality headset. In this episode of Deepwater TV, Andrew and…
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Apple
,
Spatial Computing
,
Virtual Reality
Doug Clinton
Five (+1) AI Ideas from Five AI Leaders
We don’t really know how AI models work, and we may never fully understand them. That was one of the recurring ideas from hours of interviews I watched of several different AI company CEOs. On its face, the inability of…
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Artificial Intelligence
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