DeepTech Ep5: Upon Further Review, We’re Still Early In AI

from DeepTech · host Deepwater Asset Management

In this episode of DeepTech, Gene Munster and Doug Clinton unpack Oracle’s $250B market cap surge and what it signals for the AI trade. They compare today’s AI boom to Nvidia’s 2023 breakout, discuss whether we are still in the early innings of AI, and explore the impact of hyperscaler CapEx.They then turn to Apple’s quiet AI strategy, Siri’s missed opportunities, and what investors can expect from upcoming announcements. The episode wraps with a discussion on custom silicon and what it could mean for Nvidia’s growth. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Sep 12, 2025

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DeepTech Ep5: Upon Further Review, We’re Still Early In AI

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